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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 %
HF
3201
Halpern Financial
Virginia
$19.4K
AWM
3202
Activest Wealth Management
Florida
$17K -$41.7K -275 -71%
ARIS
3203
Advanced Research Investment Solutions
California
$17K
NWM
3204
Navigation Wealth Management
Colorado
$17K
EA
3205
Emerald Advisers
Pennsylvania
$16K -$1.24M -7,726 -99%
RCC
3206
Red Cedar Capital
Nebraska
$16K
LWA
3207
Lowe Wealth Advisors
Maryland
$16K +$16K +100 New
CAM
3208
ClariVest Asset Management
California
$15K
FA
3209
Financial Advantage
Maryland
$15K
JMF
3210
Johnson Midwest Financial
Iowa
$14K +$152 +1 +1%
BBHC
3211
Brown Brothers Harriman & Co
New York
$13.7K +$570 +3,663 +4%
H
3212
HoyleCohen
California
$13.1K +$121 +779 +0.9%
CWA
3213
Carolina Wealth Advisors
South Carolina
$13K -$5.51K -36 -30%
MUMSS
3214
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K +$12K +80 New
RIM
3215
Ranger Investment Management
Texas
$11K
FIA
3216
FNY Investment Advisers
New York
$10K +$10K +70 New
FCAS
3217
First Command Advisory Services
Texas
$9K +$9K +60 New
YAL
3218
Your Advocates Ltd
Texas
$8K
KJHP
3219
K.J. Harrison & Partners
Ontario, Canada
$7.62K -$911 -5,849 -11%
AS
3220
Altshuler Shaham
Israel
$7K +$7K +43 New
CMBA
3221
C.M. Bidwell & Associates
Hawaii
$5K
RCM
3222
Regency Capital Management
Hawaii
$5K +$2.21K +15 +79%
MIM
3223
Macroview Investment Management
Maryland
$3K -$500 -3 -14%
TFA
3224
Transamerica Financial Advisors
Florida
$2K -$1.14K -4 -36%
DCM
3225
Davidson Capital Management
Texas
$2K -$154 -1 -7%