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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 %
AFS
3026
Annapolis Financial Services
Maryland
$234K +$456 +3 +0.2%
TIAM2
3027
Tru Independence Asset Management 2
Oregon
$234K +$6.53K +43 +3%
DI
3028
Disciplined Investments
Oklahoma
$234K +$52.9K +348 +29%
ACM
3029
Alamar Capital Management
California
$234K +$234K +1,536 New
CWM
3030
Cahaba Wealth Management
Georgia
$230K -$84.8K -558 -27%
BCA
3031
Biltmore Capital Advisors
New Jersey
$230K +$230K +1,508 New
PDM
3032
Penn Davis McFarland
Texas
$230K +$230K +1,509 New
GAM
3033
Garrison Asset Management
Arkansas
$230K +$230K +1,509 New
KFP
3034
Keystone Financial Planning
Ohio
$229K -$114K -748 -33%
CWA
3035
Clarus Wealth Advisors
Arizona
$229K -$24.2K -155 -10%
LFG
3036
Lazard Frères Gestion
France
$229K
RBC
3037
Roble Belko & Company
Pennsylvania
$229K +$179K +1,173 +354%
TWP
3038
Treybourne Wealth Planners
Indiana
$229K +$229K +1,506 New
HCM
3039
Horrell Capital Management
Arkansas
$228K -$22.8K -150 -9%
CC
3040
Codex Capital
New York
$228K +$228K +1,500 New
BLAM
3041
Bourne Lent Asset Management
New York
$228K +$228K +1,500 New
CISOA
3042
Capital Investment Services of America
Wisconsin
$228K +$228K +1,501 New
MS
3043
Mizuho Securities
Japan
$227K +$85.2K +559 +60%
FAM
3044
Flaharty Asset Management
Florida
$227K +$227K +1,492 New
VAM
3045
Verity Asset Management
North Carolina
$227K +$227K +1,493 New
ST
3046
Sageworth Trust
Pennsylvania
$224K -$74.4K -489 -25%
VBFP
3047
Valtinson Bruner Financial Planning
Minnesota
$224K -$1.83K -12 -0.8%
SCA
3048
Sage Capital Advisors
South Dakota
$224K +$3.8K +25 +2%
RF
3049
RHS Financial
California
$224K +$224K +1,469 New
AFA
3050
American Financial Advisors
Georgia
$222K +$222K +1,460 New