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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 %
GC
751
Gratus Capital
Georgia
$15.2M -$4.39M -28,867 -22%
KCP
752
KDI Capital Partners
North Carolina
$15M +$766K +5,030 +5%
TNB
753
TCF National Bank
South Dakota
$14.9M -$3.3M -21,677 -18%
ECM
754
Evergreen Capital Management
Washington
$14.9M -$1.57M -10,346 -10%
CBB
755
Citizens Business Bank
California
$14.9M -$783K -5,145 -5%
PP
756
Paloma Partners
Connecticut
$14.9M +$9.76M +64,100 +190%
CIA
757
Choate Investment Advisors
Massachusetts
$14.8M +$12.2K +80 +0.1%
WAM
758
World Asset Management
Michigan
$14.8M -$672K -4,372 -4%
B
759
BP
United Kingdom
$14.8M -$2.81M -18,432 -16%
TC
760
Telemus Capital
Michigan
$14.7M -$169K -1,098 -1%
WAM
761
Wallington Asset Management
Indiana
$14.7M +$150K +985 +1%
CCP
762
Corient Capital Partners
California
$14.7M +$381K +2,503 +3%
VFA
763
Valeo Financial Advisors
Indiana
$14.7M -$2.36M -19,438 -14%
WorldQuant Millennium Advisors
764
WorldQuant Millennium Advisors
New York
$14.7M
CK
765
Cohen Klingenstein
New York
$14.6M
EAMA
766
EFG Asset Management (Americas)
Florida
$14.5M +$663K +4,346 +5%
CC
767
Cannell & Co
New York
$14.5M -$113K -742 -0.8%
LC
768
Loews Corp
New York
$14.5M -$5.33M -35,000 -27%
LSV Asset Management
769
LSV Asset Management
Illinois
$14.5M -$571M -3,749,466 -98%
PIM
770
Penobscot Investment Management
Massachusetts
$14.4M +$549K +3,606 +4%
RIM
771
Regent Investment Management
Kentucky
$14.4M +$93.5K +614 +0.7%
LIA
772
LS Investment Advisors
Michigan
$14.4M -$747K -4,907 -5%
WTB
773
Washington Trust Bank
Washington
$14.3M -$204K -1,338 -1%
TPCW
774
TD Private Client Wealth
New York
$14.2M -$2.03M -13,332 -12%
FCBT
775
First Citizens Bank & Trust
North Carolina
$14.2M -$458K -3,008 -3%