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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 %
EP
3101
EPIQ Partners
Minnesota
$206K +$206K +1,322 New
TFIPS
3102
Towarzystwo Funduszy Inwestycyjnych PZU SA
$206K -$221K -1,423 -52%
SFA
3103
Seneca Financial Advisors
New York
$206K -$9.64K -62 -4%
MGAM
3104
McGowan Group Asset Management
Texas
$205K -$5.14K -33 -2%
DT
3105
Daniels + Tansey
Delaware
$205K
CFA
3106
Camarda Financial Advisors
Florida
$204K +$204K +1,311 New
MHP
3107
Manatuck Hill Partners
Connecticut
$203K +$203K +1,305 New
Flossbach Von Storch
3108
Flossbach Von Storch
Germany
$202K +$202K +1,300 New
MWP
3109
MYCIO Wealth Partners
Pennsylvania
$200K -$17.7K -114 -8%
TCM
3110
TD Capital Management
Tennessee
$197K +$311 +2 +0.2%
MGIM
3111
M&G Investment Management
United Kingdom
$195K +$68.1K +436,487 +53%
AFS
3112
Annapolis Financial Services
Maryland
$195K -$44.9K -288 -19%
TF
3113
TimeScale Financial
Massachusetts
$194K +$31.4K +202 +19%
LS
3114
Leelyn Smith
Illinois
$191K -$12.4K -80 -6%
MFM
3115
MD Financial Management
Ontario, Canada
$186K -$4.75M -30,651 -96%
CWA
3116
Core Wealth Advisors
Florida
$184K -$642K -4,130 -78%
DFCM
3117
Dark Forest Capital Management
Puerto Rico
$184K +$184K +1,184 New
KFP
3118
KB Financial Partners
New Jersey
$183K -$7.15K -46 -4%
TA
3119
Tectonic Advisors
Texas
$174K +$37.1K +239 +27%
HWM
3120
Holloway Wealth Management
Florida
$171K -$167K
BBL
3121
Beck Bode LLC
Massachusetts
$170K +$170K +1,094 New
SAM
3122
Sycomore Asset Management
France
$169K
APWA
3123
Atlas Private Wealth Advisors
New Jersey
$167K +$81.9K +525 +96%
SFPG
3124
Stonebridge Financial Planning Group
Florida
$166K
FEG
3125
Financial Enhancement Group
Indiana
$165K -$10.3K -66 -6%