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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 %
SFS
651
Sowell Financial Services
Arkansas
$19.3M +$3.23M +20,087 +20%
UR
652
USCA RIA
Texas
$19.1M +$1.28M +8,419 +7%
SPC
653
Sigma Planning Corp
Michigan
$19.1M -$110K -720 -0.6%
FFN
654
Focus Financial Network
Minnesota
$19M +$13.8M +90,757 +268%
TSW
655
Thompson Siegel & Walmsley
Virginia
$18.9M -$1.17M -7,671 -6%
RC
656
RBO & Co
California
$18.9M +$36.8K +242 +0.2%
VV
657
Verity & Verity
South Carolina
$18.9M +$448K +3,026 +2%
CA
658
Callahan Advisors
Texas
$18.8M -$180K -1,181 -0.9%
HLCM
659
Hi-Line Capital Management
South Dakota
$18.8M +$2.56M +16,815 +16%
WCA
660
Waratah Capital Advisors
Ontario, Canada
$18.8M +$7.32M +48,054 +64%
FBP
661
Flippin Bruce & Porter
Virginia
$18.8M -$4.34M -28,537 -19%
BG
662
Bollard Group
Massachusetts
$18.7M +$90.6K +595 +0.5%
FHA
663
First Horizon Advisors
Tennessee
$18.7M +$50.4K +331 +0.3%
KAS
664
Kemnay Advisory Services
New York
$18.6M
JMFC
665
J.M. Forbes & Co
Massachusetts
$18.5M +$391K +2,569 +2%
MC
666
Moors & Cabot
Massachusetts
$18.5M -$334K -2,195 -2%
GCA
667
Greenwood Capital Associates
South Carolina
$18.5M -$1.58M -10,367 -8%
FPCM
668
Financial Partners Capital Management
New York
$18.4M +$26.3K +173 +0.1%
MI
669
Markston International
New York
$18.4M -$521K -3,420 -3%
OPCM
670
Osborne Partners Capital Management
California
$18.4M -$3.34M -21,946 -15%
VIM
671
Vancity Investment Management
British Columbia, Canada
$18.4M +$598K +3,931 +3%
WFMPM
672
Woodley Farra Manion Portfolio Management
Indiana
$18.3M +$299K +1,964 +2%
BHIA
673
Birch Hill Investment Advisors
Massachusetts
$18.2M -$239K -1,570 -1%
MAM
674
Meeder Asset Management
Ohio
$18.2M +$14.7M +96,721 +425%
CWM
675
Cabot Wealth Management
Massachusetts
$18.2M +$1.06M +6,932 +6%