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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 %
ATC
451
Argent Trust Co
Tennessee
$35.6M +$776K +5,101 +2%
CSIC
452
Clifford Swan Investment Counsel
California
$35.6M -$32.1K -211 -0.1%
VCM
453
Vigilant Capital Management
Maine
$35.6M -$1.3M -8,531 -4%
BFS
454
Baskin Financial Services
Ontario, Canada
$35.4M +$1.55M +10,150 +5%
MSRPS
455
Maryland State Retirement & Pension System
Maryland
$35.4M +$27.9M +183,571 +374%
HCMT
456
Highland Capital Management (Tennessee)
Tennessee
$35.1M -$1.84M -12,086 -5%
FSA
457
Franklin Street Advisors
North Carolina
$35M -$763K -5,013 -2%
CS
458
Central Securities
New York
$35M
Mercer Global Advisors
459
Mercer Global Advisors
Colorado
$34.8M +$6.68M +43,904 +24%
NMIFOAC
460
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$34.7M
SPC
461
Stewart & Patten Company
California
$34.6M -$2.69M -17,673 -7%
HIMC
462
Heritage Investors Management Corp
Maryland
$34.5M -$1.43M -9,399 -4%
ECM
463
Estabrook Capital Management
New York
$34.4M -$548K -3,600 -2%
SBCM
464
Schwerin Boyle Capital Management
Massachusetts
$34.3M -$612K -4,020 -2%
IG
465
ING Group
Netherlands
$34.3M -$1.42M -9,329 -4%
SWP
466
Stratos Wealth Partners
Ohio
$34.3M +$375K +2,466 +1%
HSA
467
HBK Sorce Advisory
Pennsylvania
$34.2M -$5.11M -33,562 -13%
ABC
468
Associated Banc-Corp
Wisconsin
$34.1M -$1.07M -11,869 -3%
SWM
469
Spire Wealth Management
Virginia
$34M +$34M +224,418 New
MPI
470
Mairs & Power Inc
Minnesota
$33.8M -$2.54M -16,671 -7%
KFC
471
Klingenstein Fields & Co
New York
$33.8M -$549K -3,604 -2%
Daiwa Securities Group
472
Daiwa Securities Group
Japan
$33.5M -$1.94M -12,740 -5%
EMPI
473
Elo Mutual Pension Insurance
Finland
$33.5M +$492K +3,232 +1%
FBA
474
Front Barnett Associates
Illinois
$33.3M -$67.6K -444 -0.2%
CCM
475
Covington Capital Management
California
$33.3M +$473K +3,106 +1%