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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 %
YL
801
YCG LLC
Texas
$13.5M -$1.22M -8,037 -8%
WSTAM
802
Wilbanks Smith & Thomas Asset Management
Virginia
$13.5M +$1.15M +7,559 +9%
AC
803
Allstate Corporation
Illinois
$13.5M +$718K +4,717 +6%
CC
804
Courier Capital
New York
$13.4M -$98.6K -648 -0.7%
AC
805
Alexandria Capital
Virginia
$13.4M +$1.22K +8 +0%
SCM
806
Sirios Capital Management
Massachusetts
$13.4M -$36.4M -239,246 -73%
PAM
807
Peak Asset Management
Colorado
$13.3M -$791K -5,196 -6%
PCM
808
Penserra Capital Management
California
$13.3M +$4.36M +28,636 +49%
DT
809
Diversified Trust
Tennessee
$13.3M +$700K +4,597 +6%
LIM
810
Leavell Investment Management
Alabama
$13.3M -$88.1K -579 -0.7%
EWM
811
Edge Wealth Management
New York
$13.3M -$468K -3,074 -3%
HVIA
812
Hudson Valley Investment Advisors
New York
$13.2M -$353K -2,318 -3%
SW
813
SteelPeak Wealth
California
$13.2M +$751K +4,935 +6%
SAM
814
Security Asset Management
New York
$13.1M +$547K +3,595 +4%
CWM
815
Circle Wealth Management
New Jersey
$13.1M -$2.01M -13,216 -13%
KRSITF
816
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$13.1M -$83.7K -550 -0.6%
TA
817
TruWealth Advisors
Louisiana
$13.1M +$1.99M +13,071 +18%
JAM
818
JCIC Asset Management
Ontario, Canada
$13.1M +$256K +1,680 +2%
NEAM
819
New England Asset Management
Connecticut
$13M +$183K +1,200 +1%
BFA
820
Bragg Financial Advisors
North Carolina
$13M +$295K +1,935 +2%
LNB
821
Ledyard National Bank
$13M +$167K +1,096 +1%
TCA
822
Transcend Capital Advisors
New Jersey
$12.9M -$420K -2,757 -3%
BIA
823
Biondo Investment Advisors
Pennsylvania
$12.9M -$371K -2,437 -3%
BHWM
824
Bar Harbor Wealth Management
New Hampshire
$12.9M -$183K -1,202 -1%
RP
825
Rice Partnership
Hawaii
$12.9M +$530K +3,479 +4%