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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 %
CSUI
776
Cincinnati Specialty Underwriters Insurance
Ohio
$14.2M
CCC
777
Cincinnati Casualty Company
Ohio
$14.2M
CIA
778
CCM Investment Advisers
South Carolina
$14.2M -$231K -1,519 -2%
CWM
779
Calamos Wealth Management
Illinois
$14.1M -$3.68M -24,173 -21%
FNFDCM
780
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$14.1M +$121K +792 +0.9%
UAS
781
United Asset Strategies
New York
$14.1M -$8.83K -58 -0.1%
TTWM
782
TCV Trust & Wealth Management
Virginia
$14.1M -$197K -1,296 -1%
SGI
783
Summit Global Investments
Utah
$14.1M +$14.1M +92,357 New
GC
784
Gillson Capital
Illinois
$14M +$14M +91,703 New
FCH
785
Freestone Capital Holdings
Washington
$13.9M -$1.22M -8,020 -8%
FAT
786
First American Trust
California
$13.9M +$507K +3,329 +4%
RPC
787
Rossmore Private Capital
Connecticut
$13.9M +$150K +985 +1%
DY
788
Dowling & Yahnke
California
$13.9M -$6.7K -44 -0%
AAS
789
Avantax Advisory Services
Texas
$13.8M +$2.27M +14,919 +20%
RBA
790
Richard Bernstein Advisors
New York
$13.8M +$837K +5,502 +6%
WCMN
791
Westchester Capital Management (Nebraska)
Nebraska
$13.8M -$95.6K -628 -0.7%
PSP
792
Principal Street Partners
Tennessee
$13.7M +$8.09M +53,157 +144%
CFC
793
Cincinnati Financial Corp
Ohio
$13.7M
CIS
794
Connors Investor Services
Pennsylvania
$13.7M -$5.07M -33,307 -27%
PP
795
Prospector Partners
Connecticut
$13.6M +$830K +5,450 +6%
EH
796
Equitable Holdings
New York
$13.6M +$859K +5,645 +7%
PFS
797
Prospera Financial Services
Texas
$13.6M +$1.88M +12,368 +16%
CM
798
Churchill Management
California
$13.6M +$2.27M +14,914 +20%
OCM
799
Oakwood Capital Management
California
$13.6M -$452K -2,967 -3%
EARNEST Partners
800
EARNEST Partners
Georgia
$13.5M -$1.38M -9,039 -9%