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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 %
HL
3126
Harding Loevner
New Jersey
$98K
EAM
3127
Eukles Asset Management
Ohio
$98K +$14.1K +93 +17%
SFMG
3128
Sage Financial Management Group
Virginia
$98K +$98K +643 New
LFG
3129
Larson Financial Group
Missouri
$96K +$5.05K +33 +6%
RA
3130
Resolute Advisors
California
$85K +$85K +726 New
EC
3131
Estate Counselors
Wisconsin
$84K
SCA
3132
Stuart Chaussee & Associates
California
$84K +$12.8K +84 +18%
FA
3133
Financial Avengers
California
$84K +$14.9K +98 +22%
FPW
3134
Flagship Private Wealth
Massachusetts
$83.1K -$14.9K -97 -15%
APWA
3135
Atlas Private Wealth Advisors
New Jersey
$83K +$17.9K +118 +28%
BHWM
3136
Bay Harbor Wealth Management
Maryland
$79K -$85.3K -559 -52%
MAM
3137
McCarthy Asset Management
California
$78K
WAM
3138
Wolverine Asset Management
Illinois
$73K -$273K -1,812 -79%
AP
3139
Arlington Partners
Alabama
$73K
MFA
3140
McClarren Financial Advisors
Pennsylvania
$71K +$612 +4 +0.9%
APW
3141
Acima Private Wealth
Virginia
$70K
GIA
3142
Goodwin Investment Advisory
Georgia
$70K +$70K +457 New
VFIC
3143
Valley Forge Investment Consultants
Pennsylvania
$69K +$11.8K +77 +21%
MIH
3144
Meitav Investment House
Israel
$62.1K +$249 +1,638 +0.4%
BC
3145
Barnett & Company
Tennessee
$61K -$153K -1,004 -72%
HI
3146
Human Investing
Oregon
$59K
AWM
3147
Activest Wealth Management
Florida
$59K +$59K +387 New
VIMU
3148
Veritas Investment Management (UK)
United Kingdom
$58K
TCWA
3149
Ten Capital Wealth Advisors
Washington
$58K
MGI
3150
MayTech Global Investments
New York
$57K