JPM icon

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 %
UBV
676
United Bank (Virginia)
Virginia
$18.1M -$240K -1,574 -1%
RAM
677
Rempart Asset Management
Canada
$18.1M +$865K +5,685 +5%
OMC
678
Overbrook Management Corp
New York
$17.9M -$278K -1,823 -2%
ALAM
679
Asahi Life Asset Management
Japan
$17.8M -$1.87M -12,311 -10%
PMAM
680
Picton Mahoney Asset Management
Ontario, Canada
$17.8M -$8.4M -55,180 -32%
EWM
681
Endurance Wealth Management
Rhode Island
$17.8M +$207K +1,360 +1%
SCA
682
Stonebridge Capital Advisors
Minnesota
$17.7M +$278K +1,828 +2%
CA
683
Cullinan Associates
Kentucky
$17.7M -$1.02M -6,690 -5%
VW
684
Vantage Wealth
California
$17.7M -$16.7K -110 -0.1%
NB
685
Norinchukin Bank
Japan
$17.7M +$216K +1,417 +1%
LW
686
Linscomb Wealth
Texas
$17.6M +$450K +2,954 +3%
AC
687
Alley Company
Illinois
$17.6M +$69K +453 +0.4%
M
688
MOTCO
Texas
$17.6M -$545K -3,581 -3%
WB
689
Webster Bank
Connecticut
$17.6M -$649K -4,264 -4%
OCAM
690
Onex Canada Asset Management
Ontario, Canada
$17.5M -$1.79M -11,765 -9%
BCM
691
Bourgeon Capital Management
Connecticut
$17.5M -$28K -184 -0.2%
TIP
692
Torray Investment Partners
Maryland
$17.4M -$3.8M -24,930 -18%
TCM
693
Twin Capital Management
Pennsylvania
$17.3M -$2.96M -19,430 -15%
PA
694
Profund Advisors
Maryland
$17.3M -$1.23M -8,103 -7%
MA
695
Montag & Associates
Georgia
$17.3M -$64.5K -424 -0.4%
FLII
696
First Long Island Investors
New York
$17.3M +$17.3M +113,497 New
KWILP
697
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.3M -$1.96M -12,857 -10%
MIA
698
MainStreet Investment Advisors
Illinois
$17.3M -$571K -3,749 -3%
NB
699
NBT Bank
New York
$17.1M -$671K -4,406 -4%
SGK
700
Steigerwald Gordon & Koch
Virginia
$17.1M +$74.1K +487 +0.4%