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JPMorgan Chase

3,200 hedge funds and large institutions have $329B invested in JPMorgan Chase in 2021 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 1,336 increasing their positions, 1,369 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,200
Holders Change
+87
Holders Change %
+2.79%
% of All Funds
56.35%
Holding in Top 10
687
Holding in Top 10 Change
+157
Holding in Top 10 Change %
+29.62%
% of All Funds
12.1%
New
214
Increased
1,336
Reduced
1,369
Closed
93
Calls
$4.84B
Puts
$6.92B
Net Calls
-$2.09B
Net Calls Change
-$488M
Name Holding Trade Value Shares
Change
Shares
Change %
EFL
2951
ERn Financial LLC
Wisconsin
$284K -$1.07K -7 -0.4%
SSW
2952
Smith Shellnut Wilson
Mississippi
$284K +$41.9K +275 +17%
RIM
2953
Rockbridge Investment Management
New York
$282K -$61.5K -404 -18%
NA
2954
Navellier & Associates
Nevada
$282K -$13.7K -90 -5%
WCWM
2955
Willow Creek Wealth Management
California
$282K
HI
2956
Humankind Investments
New York
$282K +$20.7K +136 +8%
HFA
2957
Hoover Financial Advisors
Pennsylvania
$280K +$1.91K +12 +0.7%
EA
2958
Ellsworth Advisors
Ohio
$280K +$280K +1,841 New
BFG
2959
Baron Financial Group
New Jersey
$279K +$66.2K +435 +31%
PAA
2960
Peregrine Asset Advisers
Oregon
$279K -$481K -3,160 -63%
JFG
2961
JMG Financial Group
Illinois
$279K -$304 -2 -0.1%
CWM
2962
Curi Wealth Management
North Carolina
$279K +$46.2K +304 +20%
TCM
2963
Tradewinds Capital Management
Washington
$276K +$3.04K +20 +1%
HA
2964
Harborview Advisors
Maine
$275K +$457 +3 +0.2%
HIM
2965
Hanlon Investment Management
New Jersey
$274K +$1.68K +11 +0.6%
PC
2966
Prairiewood Capital
North Dakota
$274K +$7.62K +50 +3%
AIL
2967
AGF Investments LLC
Ontario, Canada
$274K +$56.9K +374 +26%
SLF
2968
Sun Life Financial
Ontario, Canada
$272K -$2.74K -18 -1%
SAF
2969
Smith Anglin Financial
Texas
$272K +$3.96K +26 +1%
AAIM
2970
Asset Advisors Investment Management
Georgia
$272K +$272K +1,742 New
BWCS
2971
Beirne Wealth Consulting Services
Connecticut
$271K -$408K -2,677 -60%
PCTC
2972
Perkins Coie Trust Company
Washington
$271K +$9.13K +60 +3%
BSSFA
2973
Baron Silver Stevens Financial Advisors
Florida
$269K -$3.35K -22 -1%
BWLSA
2974
Blue Water Life Science Advisors
California
$268K +$268K +1,762 New
PEA
2975
Pacific Edge Advisors
California
$267K -$183K -1,200 -41%