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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 %
SC
3276
Shay Capital
New York
-$241K -1,900 Closed
CTFG
3277
Capstone Triton Financial Group
Oklahoma
-$179K -1,408 Closed
BBHBI
3278
B, B, H, & B Inc
Alabama
-$133K -1,052 Closed
SIAG
3279
Safeguard Investment Advisory Group
California
-$126K -993 Closed
SFG
3280
Sowa Financial Group
Rhode Island
-$102K -801 Closed
ELI
3281
Empire Life Investments
Ontario, Canada
-$90K -706 Closed
FWM
3282
ForthRight Wealth Management
Georgia
-$86K -675 Closed
GWM
3283
Greenhouse Wealth Management
Connecticut
-$86K -675 Closed
IA
3284
IFS Advisors
Kansas
-$65K -518 Closed
VCG
3285
Vantage Consulting Group
Virginia
-$63K -498 Closed
MIM
3286
Meridiem Investment Management
United Kingdom
-$61K -482 Closed
SWA
3287
Safir Wealth Advisors
New Hampshire
-$51K -400 Closed
CDIA
3288
Capital Directions Investment Advisors
Georgia
-$46K -362 Closed
RC
3289
Ronit Capital
United Kingdom
-$32K -250 Closed
T2I
3290
Turim 21 Investimentos
Brazil
-$30K -234 Closed
IA
3291
Inspire Advisors
Idaho
-$27K -212 Closed
CPWM
3292
Cypress Point Wealth Management
Texas
-$25K -200 Closed
KC
3293
Kinloch Capital
Virginia
-$20K -159 Closed
MS
3294
Marshall & Sullivan
Washington
-$450 -57 Closed
BC
3295
Belmont Capital
California
-$6K -50 Closed
UOTTAIMCU
3296
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$3K -20 Closed