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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 %
FM
726
Freemont Management
Switzerland
$16.3M
MYAM
727
Meiji Yasuda Asset Management
Japan
$16.3M +$2.46M +16,169 +18%
BCV
728
Banque Cantonale Vaudoise
Switzerland
$16M -$1.18M -7,758 -7%
AHC
729
Anderson Hoagland & Co
Missouri
$16M +$762K +5,005 +5%
CTA
730
Colonial Trust Advisors
South Carolina
$16M -$16.3K -107 -0.1%
NCM
731
Novare Capital Management
North Carolina
$15.8M -$58.5K -384 -0.4%
CBOR
732
Community Bank of Raymore
Missouri
$15.7M -$28.2K -185 -0.2%
IRF
733
IBM Retirement Fund
New York
$15.7M -$1.43M -9,423 -8%
BWFA
734
Baltimore-Washington Financial Advisors
Maryland
$15.7M +$296K +1,944 +2%
AIMCA
735
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.7M -$14.9M -97,638 -49%
MWM
736
Meridian Wealth Management
Kentucky
$15.6M +$631K +4,146 +4%
CCM
737
Cohen Capital Management
California
$15.5M -$7.61K -50 -0%
KPWS
738
Kestra Private Wealth Services
Texas
$15.5M +$449K +2,952 +3%
KFP
739
KMG Fiduciary Partners
Ohio
$15.5M +$442K +2,906 +3%
FFBTD
740
First Financial Bank - Trust Division
Ohio
$15.4M -$531K -3,489 -3%
BRWA
741
B. Riley Wealth Advisors
Florida
$15.4M +$5.51M +36,396 +56%
WC
742
Whitney & Co
New York
$15.3M +$93.5K +614 +0.6%
MCM
743
Maryland Capital Management
Maryland
$15.3M +$644K +4,231 +4%
CAN
744
Cetera Advisor Networks
California
$15.3M -$408K -2,682 -3%
KPCM
745
Kings Point Capital Management
New York
$15.2M +$296K +1,943 +2%
GPC
746
Guardian Point Capital
Virginia
$15.2M
UOC
747
UBS O'Connor
Illinois
$15.2M +$1.98M +13,000 +15%
BCM
748
BTC Capital Management
Iowa
$15.2M -$829K -5,446 -5%
MCM
749
Murphy Capital Management
New Jersey
$15.2M -$84.6K -556 -0.6%
FG
750
Fiduciary Group
Georgia
$15.2M +$130K +844 +0.9%