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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 %
AJ
701
Ashburton (Jersey)
Jersey
$17.1M +$1.86M +12,235 +12%
JPMIA
702
J.P. Marvel Investment Advisors
Massachusetts
$17M +$44K +289 +0.3%
DWM
703
Dakota Wealth Management
Florida
$17M +$8.54M +56,130 +101%
DMC
704
Drexel Morgan & Co
Pennsylvania
$17M
GWM
705
Geneos Wealth Management
Colorado
$17M -$163K -1,058 -1%
CSS
706
Cubist Systematic Strategies
Connecticut
$16.9M +$12M +79,140 +249%
BUB
707
BBVA USA Bancshares
Texas
$16.9M -$127K -832 -0.7%
RC
708
RegentAtlantic Capital
New Jersey
$16.8M +$5.19M +34,120 +45%
GCA
709
Guardian Capital Advisors
Ontario, Canada
$16.8M -$75.2K -497 -0.4%
BONST
710
Bank of Nova Scotia Trust
Ontario, Canada
$16.8M -$225K -1,475 -1%
AF
711
Alerus Financial
North Dakota
$16.8M -$3.71M -24,354 -18%
M2MC
712
Matthew 25 Management Corp
Pennsylvania
$16.7M -$7.61M -50,000 -31%
GIM
713
Grassi Investment Management
California
$16.7M -$167K -1,098 -1%
CI
714
Cigna Investments
Connecticut
$16.7M +$502K +3,299 +3%
CNC
715
Canandaigua National Corp
New York
$16.7M -$742K -4,875 -4%
BDS
716
Banco de Sabadell
Florida
$16.6M -$5.01M -32,737 -23%
PNAA
717
Pictet North America Advisors
Switzerland
$16.6M +$352K +2,313 +2%
DP
718
Dearborn Partners
Illinois
$16.5M +$190K +1,249 +1%
RCP
719
Rothschild Capital Partners
New York
$16.5M -$41K -269 -0.2%
OAC
720
OMERS Administration Corp
Ontario, Canada
$16.5M -$20.3M -133,400 -55%
EAM
721
EULAV Asset Management
Florida
$16.4M +$5.02M +33,000 +44%
AHC
722
Adell Harriman & Carpenter
Texas
$16.4M +$322K +2,117 +2%
CANC
723
Culbertson A N & Co
Virginia
$16.4M -$81.7K -537 -0.5%
AWCI
724
Alpine Woods Capital Investors
New York
$16.3M +$122K +800 +0.8%
PL
725
Parkwood LLC
Ohio
$16.3M -$3.97M -26,067 -20%