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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 %
AHB
551
Abner Herrman & Brock
New Jersey
$25.8M -$463K -3,039 -2%
Acadian Asset Management
552
Acadian Asset Management
Massachusetts
$25.8M -$532K -3,498 -2%
CTI
553
Community Trust & Investment
Kentucky
$25.7M -$3.21M -21,107 -11%
DWM
554
Destination Wealth Management
California
$25.7M -$348K -2,288 -1%
NSLI
555
Nan Shan Life Insurance
Taiwan
$25.6M -$35.7M -234,359 -58%
RIL
556
Rothschild Investment LLC
Illinois
$25.5M -$354K -2,323 -1%
MSR
557
Main Street Research
Connecticut
$25.5M +$1M +6,600 +4%
CAM
558
Carret Asset Management
New York
$25.4M -$200K -1,314 -0.8%
IAA
559
Independent Advisor Alliance
North Carolina
$25.4M +$2.16M +14,215 +9%
AB
560
Amalgamated Bank
New York
$25.3M -$924K -6,067 -4%
CFG
561
Citizens Financial Group
Rhode Island
$25.1M +$97.4K +640 +0.4%
BCM
562
BTR Capital Management
California
$25.1M -$63K -414 -0.3%
CA
563
Cetera Advisors
Colorado
$25M +$1.54M +10,119 +7%
TAM
564
Tocqueville Asset Management
New York
$25M +$1.26M +8,263 +5%
DWM
565
Doyle Wealth Management
Florida
$25M -$622K -4,088 -2%
AP
566
Appleton Partners
Massachusetts
$24.7M -$200K -1,312 -0.8%
WIA
567
Wealthstreet Investment Advisors
Texas
$24.7M +$77.8K +511 +0.3%
HR
568
Howe & Rusling
New York
$24.5M -$697K -4,579 -3%
NFC
569
Northeast Financial Consultants
Connecticut
$24.4M +$6.78M +44,506 +38%
LG
570
LaFleur & Godfrey
Michigan
$24.4M +$576K +3,782 +2%
PCH
571
Polar Capital Holdings
United Kingdom
$24.3M +$3.69M +24,214 +18%
JIR
572
James Investment Research
Ohio
$24.3M -$385K -2,530 -2%
Qube Research & Technologies (QRT)
573
Qube Research & Technologies (QRT)
United Kingdom
$24.2M +$21.9M +143,618 +939%
RE
574
RBC Europe
United Kingdom
$24.2M +$1.88M +12,362 +8%
ACM
575
Azimuth Capital Management
Michigan
$24.1M -$376K -2,473 -2%