JPM icon

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 %
RIG
476
Roosevelt Investment Group
New York
$33.2M +$574K +3,770 +2%
X
477
Xponance
Pennsylvania
$33M -$124K -816 -0.4%
MG
478
Markel Group
Virginia
$33M
MAA
479
Matrix Asset Advisors
New York
$32.9M +$137K +900 +0.4%
FNT
480
First National Trust
Pennsylvania
$32.8M +$334K +2,193 +1%
SAM
481
Shell Asset Management
Netherlands
$32.6M +$4.95M +32,537 +18%
AIM
482
Achmea Investment Management
Netherlands
$32.6M -$1.59M -10,441 -5%
DJSG
483
D.J. St. Germain
Massachusetts
$32.6M -$228K -1,496 -0.7%
OA
484
Oak Associates
Ohio
$32.6M +$8.79M +57,749 +37%
JIC
485
Johnson Investment Counsel
Ohio
$32.6M +$314K +2,063 +1%
SYBT
486
Stock Yards Bank & Trust
Kentucky
$32.6M +$983K +6,460 +3%
HCMG
487
Howard Capital Management Group
California
$32.4M +$32.4M +212,531 New
AR
488
Advisory Research
Illinois
$32.2M -$754K -4,952 -2%
NIM
489
Northeast Investment Management
Massachusetts
$31.7M +$192K +1,261 +0.6%
SAM
490
Silvercrest Asset Management
New York
$31.6M -$704K -4,624 -2%
Wolverine Trading
491
Wolverine Trading
Illinois
$31.6M +$12.2M +78,721 +63%
CTA
492
Chesley Taft & Associates
Illinois
$31.5M +$7.41M +48,257 +31%
VVP
493
Venture Visionary Partners
Ohio
$31.2M +$19.1M +125,305 +158%
EGA
494
Eagle Global Advisors
Texas
$31M -$342K -2,247 -1%
BIC
495
Beach Investment Counsel
Pennsylvania
$31M +$604K +3,970 +2%
BPCE
496
Bank Pictet & Cie (Europe)
Germany
$30.9M +$226K +1,487 +0.7%
TEC
497
Tiger Eye Capital
Tennessee
$30.9M +$11.1M +73,242 +57%
SH
498
SeaTown Holdings
Singapore
$30.8M -$1.17M -7,660 -4%
SRC
499
Shufro Rose & Co
New York
$30.6M -$130K -856 -0.4%
N
500
Natixis
France
$30.4M -$30.8M -203,570 -50%