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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 %
DWMG
3051
DB Wealth Management Group
California
$218K -$3.35K -22 -2%
SFP
3052
Sterling Financial Planning
New Jersey
$218K
MIG
3053
McGuire Investment Group
Rhode Island
$218K +$218K +1,431 New
HIM
3054
Harbour Investment Management
Washington
$217K +$217K +1,427 New
KL
3055
KWMG LLC
Kansas
$215K +$215K +1,410 New
MAM
3056
Morse Asset Management
Connecticut
$215K +$215K +1,411 New
MKA
3057
M. Kulyk & Associates
Georgia
$213K +$213K +1,397 New
HP
3058
HT Partners
Connecticut
$213K +$213K +1,397 New
CC
3059
Claybrook Capital
Massachusetts
$213K +$213K +1,400 New
MWP
3060
MYCIO Wealth Partners
Pennsylvania
$213K +$213K +1,400 New
CI
3061
Ceera Investments
Texas
$213K +$213K +1,402 New
CPA
3062
Cowen Prime Advisors
New York
$212K
RPGK
3063
Retirement Planning Group (Kansas)
Kansas
$211K +$211K +1,387 New
SFA
3064
Seneca Financial Advisors
New York
$211K +$211K +1,386 New
AL
3065
ACAS LLC
California
$210K +$210K +1,378 New
GCC
3066
Game Creek Capital
Massachusetts
$209K +$209K +1,375 New
DT
3067
Daniels + Tansey
Delaware
$208K +$208K +1,367 New
JSA
3068
Jacobson & Schmitt Advisors
Wisconsin
$208K +$208K +1,369 New
Simplex Trading
3069
Simplex Trading
Illinois
$207K -$943K -6,198 -82%
ACA
3070
Ascension Capital Advisors
Texas
$207K +$207K +1,363 New
TFA
3071
Toth Financial Advisory
Virginia
$206K +$16.5K +108 +9%
WRM
3072
Weybosset Research & Management
Rhode Island
$206K +$206K +1,350 New
EPWM
3073
Essex Private Wealth Management
Massachusetts
$206K +$206K +1,354 New
MWM
3074
McNaughton Wealth Management
California
$206K +$206K +1,354 New
MGAM
3075
McGowan Group Asset Management
Texas
$205K +$205K +1,348 New