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JPMorgan Chase

3,225 hedge funds and large institutions have $370B invested in JPMorgan Chase in 2021 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,494 increasing their positions, 1,279 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,225
Holders Change
+25
Holders Change %
+0.78%
% of All Funds
56.3%
Holding in Top 10
598
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-12.95%
% of All Funds
10.44%
New
152
Increased
1,494
Reduced
1,279
Closed
87
Calls
$5.9B
Puts
$8.53B
Net Calls
-$2.63B
Net Calls Change
-$537M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
3076
Flaharty Asset Management
Florida
$222K -$10.1K -65 -4%
HIM
3077
Harbour Investment Management
Washington
$222K
SFP
3078
Sterling Financial Planning
New Jersey
$222K
RWM
3079
Rezny Wealth Management
Florida
$222K +$222K +1,431 New
KFP
3080
Keystone Financial Planning
Ohio
$220K -$14.5K -93 -6%
MIG
3081
McGuire Investment Group
Rhode Island
$220K -$2.49K -16 -1%
MAM
3082
Morse Asset Management
Connecticut
$219K
AL
3083
ACAS LLC
California
$218K +$3.89K +25 +2%
HP
3084
HT Partners
Connecticut
$217K
CPA
3085
Cowen Prime Advisors
New York
$217K
ACP
3086
Arcus Capital Partners
Georgia
$216K -$32.2K -207 -13%
AWM
3087
Arbor Wealth Management
Florida
$216K +$216K +1,388 New
SFG
3088
Sather Financial Group
Texas
$215K +$215K +1,382 New
SFG
3089
SageGuard Financial Group
Tennessee
$214K -$201K -1,292 -48%
CPWM
3090
Cypress Point Wealth Management
Texas
$214K +$214K +1,377 New
RPGK
3091
Retirement Planning Group (Kansas)
Kansas
$212K -$4.05K -26 -2%
VLC
3092
Van Leeuwen & Company
New Jersey
$212K
EPWM
3093
Essex Private Wealth Management
Massachusetts
$211K
TFA
3094
Toth Financial Advisory
Virginia
$210K +$155 +1 +0.1%
EGM
3095
Engineers Gate Manager
New York
$209K +$209K +1,345 New
PFA
3096
Peak Financial Advisors
Colorado
$208K
NI
3097
NFC Investments
Tennessee
$207K
PG
3098
Prostatis Group
Maryland
$207K -$933 -6 -0.4%
WLIM
3099
White Lighthouse Investment Management
Massachusetts
$206K -$2.33K -15 -1%
RCS
3100
Retirement Capital Strategies
California
$206K +$931 +6 +0.5%