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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 %
FFG
3126
Ford Financial Group
California
$165K +$165K +1,064 New
RFWA
3127
RPg Family Wealth Advisory
Massachusetts
$163K +$163K +1,050 New
CCM
3128
Cribstone Capital Management
Maine
$163K
LAM
3129
Lountzis Asset Management
Pennsylvania
$163K
PSIWM
3130
Paradigm Strategies in Wealth Management
Minnesota
$163K +$156 +1 +0.1%
DOA
3131
D'Orazio & Associates
Virginia
$161K
Nisa Investment Advisors
3132
Nisa Investment Advisors
Missouri
$160K -$10.4K -66,813 -6%
NOI
3133
Newton One Investments
Delaware
$158K
FGAM
3134
Financial Gravity Asset Management
Texas
$156K -$13.2K -6 -8%
PP
3135
PrairieView Partners
Minnesota
$156K
CCM
3136
Cutler Capital Management
Massachusetts
$155K
BAM
3137
Baldrige Asset Management
Pennsylvania
$155K +$155K +996 New
CFN
3138
Cordasco Financial Network
Florida
$148K
OAJ
3139
Ogorek Anthony Joseph
New York
$142K
SL
3140
Savior LLC
Massachusetts
$141K -$31.1K -199 -18%
IWP
3141
IAG Wealth Partners
Wisconsin
$138K +$2.65K +17 +2%
HFA
3142
HC Financial Advisors
California
$135K
JWM
3143
Janiczek Wealth Management
Colorado
$134K +$10.9K +70 +9%
VCM
3144
Versant Capital Management
Arizona
$126K -$1.59M -10,207 -93%
LFG
3145
Larson Financial Group
Missouri
$124K +$26.4K +170 +27%
CIM
3146
CCLA Investment Management
United Kingdom
$121K -$17.9K -115,138 -13%
WFA
3147
West Financial Advisors
Iowa
$117K
PO
3148
Private Ocean
California
$115K -$49.7K -320 -30%
RA
3149
Resolute Advisors
California
$113K
EIP
3150
Ellis Investment Partners
Pennsylvania
$112K -$8.7K -56 -7%