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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 %
LD
2976
Lipe & Dalton
New York
$267K -$24.3K -160 -8%
PA
2977
Parkside Advisors
California
$267K
WCM
2978
Wallace Capital Management
Texas
$267K
GB
2979
Goepper Burkhardt
South Carolina
$267K +$16.1K +106 +6%
FDS
2980
Freedom Day Solutions
Texas
$266K -$4.11K -27 -2%
KPWG
2981
KFA Private Wealth Group
Virginia
$266K +$266K +1,749 New
TIM
2982
Total Investment Management
Arizona
$265K -$47.4K -525 -15%
TWM
2983
TMD Wealth Management
Arizona
$265K
ICM
2984
Intrepid Capital Management
Florida
$263K -$1.68K -11 -0.6%
WFA
2985
Wellspring Financial Advisors
Ohio
$263K +$72K +800 +38%
SA
2986
Shilanski & Associates
Alaska
$262K -$510K -3,354 -66%
SWMG
2987
Strategic Wealth Management Group
Maryland
$262K -$20.8K -137 -7%
TWP
2988
Tower Wealth Partners
Pennsylvania
$262K -$19.1K -125 -7%
LFS
2989
Legacy Financial Strategies
Kansas
$262K
CYG
2990
Clean Yield Group
Vermont
$261K -$7.6K -50 -3%
EWF
2991
Epstein & White Financial
California
$261K +$261K +1,700 New
SF
2992
Symphony Financial
Texas
$261K +$261K +1,709 New
KIM
2993
Karpus Investment Management
New York
$260K +$260K +1,709 New
SIS
2994
Sound Income Strategies
Florida
$259K -$186K -1,223 -42%
SBWIC
2995
Schaper Benz & Wise Investment Counsel
Wisconsin
$259K -$16.4K -108 -6%
BWM
2996
BCS Wealth Management
Tennessee
$259K +$8.68K +57 +3%
RC
2997
Rinet Company
Massachusetts
$258K +$258K +1,692 New
CPC
2998
Cookson Peirce & Co
Pennsylvania
$257K +$257K +1,688 New
CCP
2999
Clarkston Capital Partners
Michigan
$257K +$257K +1,690 New
NCP
3000
NexWave Capital Partners
New York
$256K +$256K +1,680 New