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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 %
WAM
576
Wilsey Asset Management
California
$24.1M -$279K -1,830 -1%
ECG
577
Edge Capital Group
Georgia
$24.1M -$1.19M -7,822 -5%
SDJVC
578
St. Denis J. Villere & Co
Louisiana
$24M -$75.4K -495 -0.3%
MIM
579
Marco Investment Management
Georgia
$23.9M -$22.8K -150 -0.1%
SC
580
SouthState Corp
Florida
$23.8M +$221K +1,450 +0.9%
VM
581
Venator Management
Pennsylvania
$23.6M +$40.8K +268 +0.2%
KIA
582
KCM Investment Advisors
California
$23.6M +$7.16K +47 +0%
WIC
583
Willis Investment Counsel
Georgia
$23.5M -$320K -2,100 -1%
IC
584
IEQ Capital
California
$23.4M +$1.46M +9,606 +7%
WBG
585
Wharton Business Group
Pennsylvania
$23.4M +$278K +1,828 +1%
CAM
586
Cresset Asset Management
Illinois
$23.2M +$2.37M +15,551 +11%
HCM
587
Hilton Capital Management
New York
$23.1M -$4.81M -31,613 -17%
MIM
588
Manitou Investment Management
Ontario, Canada
$23.1M -$22.8K -150 -0.1%
FAB
589
First American Bank
Illinois
$23.1M +$924K +6,072 +4%
FDCC
590
Foster Dykema Cabot & Co
Massachusetts
$23M +$836K +5,492 +4%
WAS
591
Wesleyan Assurance Society
United Kingdom
$22.9M -$457K -3,000 -2%
MCM
592
Maple Capital Management
Vermont
$22.8M +$920K +6,045 +4%
AAP
593
Aristotle Atlantic Partners
Florida
$22.8M +$1.04M +6,806 +5%
TU
594
TDAM USA
Ontario, Canada
$22.8M -$1.45M -9,540 -6%
LCM
595
Logan Capital Management
Pennsylvania
$22.7M -$2.35M -15,461 -9%
RT
596
Rockland Trust
Massachusetts
$22.7M -$69.3K -455 -0.3%
PAM
597
Private Asset Management
California
$22.5M -$164K -1,077 -0.7%
Lido Advisors
598
Lido Advisors
California
$22.4M +$2.95M +19,361 +15%
NCM
599
Noesis Capital Mangement
Florida
$22.4M +$312K +2,052 +1%
KWM
600
Kingsview Wealth Management
Oregon
$22.3M +$554K +3,606 +3%