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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 %
LWP
3176
Lumature Wealth Partners
Georgia
$50K +$1.08K +7 +2%
FI
3177
FormulaFolio Investments
Michigan
$45K
IHWM
3178
Iron Horse Wealth Management
Iowa
$45K +$15.5K +100 +53%
WIM
3179
Westside Investment Management
California
$44.2K -$31.4K -1,137 -42%
CCM
3180
CAAS Capital Management
New York
$44K -$1.82M -11,733 -98%
GCM
3181
Gladius Capital Management
Illinois
$41K +$41K +263 New
DTIM
3182
Danda Trouve Investment Management
Kansas
$39K +$155 +1 +0.4%
T2I
3183
Turim 21 Investimentos
Brazil
$36K +$36K +234 New
PCH
3184
Polar Capital Holdings
United Kingdom
$35.7K +$10.8K +69,342 +43%
TVWM
3185
Tower View Wealth Management
Wisconsin
$35K +$155 +1 +0.4%
ST
3186
Sageworth Trust
Pennsylvania
$34K -$194K -1,253 -85%
BA
3187
Bellwether Advisors
Nebraska
$34K -$21.7K -142 -39%
TJHA
3188
Thomas J. Herzfeld Advisors
Florida
$34K +$4.62K +30 +16%
M1FG
3189
Mach-1 Financial Group
Arkansas
$33K
MWC
3190
MBM Wealth Consultants
Missouri
$30K -$6.92K -45 -19%
TWP
3191
TFO Wealth Partners
Ohio
$28K +$7.58K +49 +37%
CPFP
3192
Clear Perspectives Financial Planning
Ohio
$27K
WIA
3193
Wealthstreet Investment Advisors
Texas
$26K -$25.4M -161,929 -100%
AWMS
3194
Advocacy Wealth Management Services
Georgia
$25K +$3.77K +24 +18%
HWM
3195
HighMark Wealth Management
Minnesota
$24K -$5.57K -36 -19%
MFT
3196
Moisand Fitzgerald Tamayo
Florida
$24K
RG
3197
Retirement Group
California
$23K
HFS
3198
HBC Financial Services
Washington
$22K
TLFA
3199
True Link Financial Advisors
California
$22K +$6.62K +43 +43%
LWP
3200
Laurel Wealth Planning
Minnesota
$20K