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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 %
CCFCSB
826
Cape Cod Five Cents Savings Bank
Massachusetts
$12.9M -$405K -2,660 -3%
SHGA
827
Sand Hill Global Advisors
California
$12.8M +$597K +3,919 +5%
RWP
828
RWA Wealth Partners
Massachusetts
$12.8M +$1.58M +10,401 +14%
SB
829
Simmons Bank
Arkansas
$12.8M -$708K -4,649 -5%
H
830
HoyleCohen
California
$12.7M -$52.1K -342 -0.4%
SFA
831
Sequoia Financial Advisors
Ohio
$12.7M +$952K +6,257 +8%
KHLMTHM
832
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$12.7M
DLCIG
833
D.L. Carlson Investment Group
New Hampshire
$12.6M -$637K -4,186 -5%
NSEDCP
834
NJ State Employees Deferred Compensation Plan
New Jersey
$12.5M
TIM
835
Thompson Investment Management
Wisconsin
$12.5M -$298K -1,959 -2%
HFS
836
Haverford Financial Services
Pennsylvania
$12.4M -$76.3K -501 -0.6%
WAM
837
Winslow Asset Management
Ohio
$12.4M -$17K -112 -0.1%
PTC
838
Private Trust Company
Ohio
$12.4M +$89.8K +590 +0.7%
BFIM
839
Beese Fulmer Investment Management
Ohio
$12.3M +$30.6K +201 +0.2%
CB
840
Community Bank
New York
$12.3M -$92.1K -605 -0.7%
LWM
841
Lyell Wealth Management
California
$12.2M +$1.12M +7,326 +10%
CCG
842
Cypress Capital Group
Florida
$12.2M +$185K +1,218 +2%
GAI
843
General American Investors
New York
$12.2M -$761K -5,000 -6%
CAMG
844
CWA Asset Management Group
Florida
$12.2M +$2.47M +16,213 +25%
FC
845
Ferris Capital
Massachusetts
$12.2M
1SB
846
1ST Source Bank
Indiana
$12.2M -$254K -1,666 -2%
VAS
847
Vestmark Advisory Solutions
Massachusetts
$12.1M -$236K -1,549 -2%
LMIM
848
Lockheed Martin Investment Management
Maryland
$12.1M -$887K -5,830 -7%
DBT
849
Dubuque Bank & Trust
Iowa
$12.1M -$917K -6,022 -7%
RIM
850
Redpoint Investment Management
Australia
$12M -$142K -932 -1%