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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 %
SWP
3001
Summit Wealth Partners
Florida
$255K +$1.83K +12 +0.7%
ACM
3002
AlphaStar Capital Management
North Carolina
$251K +$7.77K +51 +3%
BFM
3003
Boothbay Fund Management
New York
$250K -$215K -1,409 -46%
WCF
3004
West Coast Financial
California
$249K +$249K +1,638 New
HFM
3005
Harvest Fund Management
China
$248K +$75.4K +495 +44%
NWA
3006
New World Advisors
Massachusetts
$246K -$111K -727 -31%
AF
3007
Apexium Financial
Texas
$246K -$15.2K -100 -6%
KOMWMG
3008
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$246K +$246K +1,617 New
FAG
3009
Financial Advisory Group
Texas
$245K -$72.9K -478 -23%
KC
3010
Kingfisher Capital
North Carolina
$245K +$245K +1,612 New
MGIA
3011
Matthew Goff Investment Advisor
Texas
$244K +$608 +4 +0.2%
SFWC
3012
Strategic Family Wealth Counselors
New Jersey
$244K +$244K +1,600 New
PFA
3013
Pinnacle Family Advisors
Missouri
$243K -$95.9K -630 -28%
ACP
3014
Arcus Capital Partners
Georgia
$243K -$7.91K -52 -3%
ARTA
3015
A.R.T. Advisors
New York
$243K +$243K +1,595 New
LFASL
3016
Lugano Financial Advisors SA (LFA)
Switzerland
$243K +$243K +1,598 New
KFS
3017
Kurt F. Somerville
$243K +$243K +1,601 New
MPW
3018
MA Private Wealth
California
$241K +$241K +1,580 New
HC
3019
Hoese & Co
Minnesota
$241K +$241K +1,583 New
RSVP
3020
Ramsay Stattman Vela & Price
Colorado
$239K -$7.61K -50 -3%
SCA
3021
St. Clair Advisors
Ohio
$239K -$15.2K -100 -6%
DWM
3022
Denver Wealth Management
Colorado
$238K +$238K +1,749 New
SFC
3023
SYM Financial Corp
Indiana
$237K -$93.6K -615 -28%
MAM
3024
Marquette Asset Management
Minnesota
$237K
ZCA
3025
Zeke Capital Advisors
Pennsylvania
$234K -$163K -1,069 -41%