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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 %
FNBT
526
FineMark National Bank & Trust
Florida
$27.2M +$181K +1,191 +0.7%
ABTD
527
Arvest Bank Trust Division
Oklahoma
$27.1M -$1.31M -8,590 -5%
Pacer Advisors
528
Pacer Advisors
Pennsylvania
$27.1M -$609K -4,001 -2%
GI
529
Gradient Investments
Minnesota
$27.1M -$2.48M -16,280 -8%
AAIM
530
American Assets Investment Management
California
$27M
MCI
531
McDonald Capital Investors
California
$27M -$225K -1,480 -0.8%
CCP
532
Clough Capital Partners
Massachusetts
$26.9M +$4.11M +26,997 +18%
AWM
533
AE Wealth Management
Kansas
$26.8M +$2.05M +13,457 +8%
TBA
534
Tower Bridge Advisors
Pennsylvania
$26.7M +$530K +3,483 +2%
RC
535
Randolph Company
Ohio
$26.7M -$58.6K -385 -0.2%
FFIC
536
First Fiduciary Investment Counsel
Ohio
$26.7M -$5.49M -36,033 -17%
OC
537
Oakworth Capital
Alabama
$26.6M +$1.25M +8,230 +5%
CDH
538
Charles D. Hyman
$26.6M +$925K +6,077 +4%
ICP
539
Ironvine Capital Partners
Nebraska
$26.6M -$2.65M -17,410 -9%
DDPIC
540
Deroy & Devereaux Private Investment Counsel
Michigan
$26.6M +$1.07K +7 +0%
Wealthfront Advisers
541
Wealthfront Advisers
California
$26.4M +$2.12M +13,894 +9%
LBC
542
Lowe Brockenbrough & Co
Virginia
$26.2M +$43.4K +285 +0.2%
CCMIC
543
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$26.2M -$121K -795 -0.5%
CA
544
Cornerstone Advisors
North Carolina
$26M +$1.07M +7,000 +4%
GW
545
GW & Wade
Massachusetts
$26M +$2.69M +17,683 +12%
LS
546
Livforsakringsbolaget Skandia
Sweden
$26M +$3.01M +19,800 +13%
CAM
547
Congress Asset Management
Massachusetts
$26M +$118K +773 +0.5%
BAAM
548
Baker Avenue Asset Management
California
$25.9M -$469K -3,082 -2%
JCM
549
JS Capital Management
New York
$25.9M -$9.13M -60,000 -26%
KHLMVGHM
550
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$25.9M -$7.24M -47,551 -22%