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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 %
TAM
3151
Tucker Asset Management
Colorado
$56.2K -$20.6K -135 -27%
LAS
3152
Lloyd Advisory Services
Georgia
$55K -$93.9K -616 -63%
BA
3153
Bellwether Advisors
Nebraska
$55K +$40.8K +271 +288%
SSWG
3154
Seven Springs Wealth Group
Tennessee
$54K -$4.99K -33 -8%
CMA
3155
Cedar Mountain Advisors
Oregon
$49K -$3.03K -20 -6%
LWP
3156
Lumature Wealth Partners
Georgia
$48K -$715K -4,705 -94%
FI
3157
FormulaFolio Investments
Michigan
$45K -$12.4M -78,898 -100%
WIM
3158
Westside Investment Management
California
$43.5K -$19.3K -1,217 -31%
RWG
3159
Regal Wealth Group
California
$41K
DTIM
3160
Danda Trouve Investment Management
Kansas
$38K -$94.7K -623 -71%
MWC
3161
MBM Wealth Consultants
Missouri
$37K
Nomura Holdings
3162
Nomura Holdings
Japan
$34K -$33.3M -221,391 -100%
TVWM
3163
Tower View Wealth Management
Wisconsin
$34K +$14.2K +94 +72%
M1FG
3164
Mach-1 Financial Group
Arkansas
$32K +$32K +215 New
HWM
3165
HighMark Wealth Management
Minnesota
$29K -$3.8K -25 -12%
IHWM
3166
Iron Horse Wealth Management
Iowa
$29K
TJHA
3167
Thomas J. Herzfeld Advisors
Florida
$29K +$455 +3 +2%
CPFP
3168
Clear Perspectives Financial Planning
Ohio
$27K
NCM
3169
New Capital Management
Texas
$24K
EP
3170
Elkhorn Partners
Nebraska
$23K -$222K -1,450 -91%
RG
3171
Retirement Group
California
$23K -$12K -79 -34%
MFT
3172
Moisand Fitzgerald Tamayo
Florida
$23K -$1.21K -8 -5%
HFS
3173
HBC Financial Services
Washington
$22.4K +$151 +1 +0.7%
AWMS
3174
Advocacy Wealth Management Services
Georgia
$21K -$6.53K -42 -24%
TWP
3175
TFO Wealth Partners
Ohio
$20K -$34.1K -225 -63%