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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 %
GGS
501
Galvin Gaustad & Stein
Arizona
$30.4M -$705K -4,634 -2%
Cetera Investment Advisers
502
Cetera Investment Advisers
Illinois
$30.4M -$952K -6,257 -3%
FFA
503
First Foundation Advisors
California
$30.3M -$1.42M -9,307 -4%
CA
504
Clearstead Advisors
Ohio
$30.3M +$749K +4,922 +3%
NSIM
505
North Star Investment Management
Illinois
$30.2M -$260K -1,706 -0.9%
JCM
506
Janney Capital Management
Pennsylvania
$30.1M -$478K -3,138 -2%
ONB
507
Old National Bancorp
Indiana
$29.9M -$925K -6,078 -3%
NMERB
508
New Mexico Educational Retirement Board
New Mexico
$29.3M
SSWM
509
Smith Salley Wealth Management
North Carolina
$29.2M +$878K +5,769 +3%
QAM
510
QCI Asset Management
New York
$29.2M -$17.5M -114,884 -37%
CGH
511
Crossmark Global Holdings
Texas
$29M -$11.4M -75,073 -28%
LSERS
512
Louisiana State Employees Retirement System
Louisiana
$28.8M -$15.2K -100 -0.1%
KRS
513
Kentucky Retirement Systems
Kentucky
$28.7M -$170K -1,119 -0.6%
MIS
514
Morningstar Investment Services
Illinois
$28.6M -$2.25M -14,574 -7%
Vontobel Holding
515
Vontobel Holding
Switzerland
$28.5M -$3.33M -21,843 -10%
PCM
516
Palisade Capital Management
New Jersey
$28.1M +$950K +6,240 +4%
V
517
Veritable
Delaware
$28M -$529K -3,473 -2%
HP
518
Hosking Partners
United Kingdom
$28M -$1.08M -7,110 -4%
WIM
519
Weitz Investment Management
Nebraska
$27.8M -$5.71M -37,500 -17%
SIA
520
Sit Investment Associates
Minnesota
$27.7M -$108K -707 -0.4%
UIM
521
USS Investment Management
United Kingdom
$27.4M
BCI
522
Brinker Capital Investments
Pennsylvania
$27.3M +$11.9M +78,425 +78%
SSB
523
Sandy Spring Bank
Maryland
$27.2M -$251K -1,646 -0.9%
SIC
524
Salem Investment Counselors
North Carolina
$27.2M +$762K +5,004 +3%
CTC
525
Central Trust Company
Missouri
$27.2M -$15.2K -100 -0.1%