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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 %
RWA
851
Ropes Wealth Advisors
Massachusetts
$12M -$1.35M -8,537 -10%
BFEC
852
Benjamin F. Edwards & Company
Missouri
$12M -$406K -2,665 -3%
APA
853
American Portfolios Advisors
New York
$12M +$2.1M +13,827 +21%
JWBC
854
J.W. Burns & Co
New York
$12M +$106K +696 +0.9%
ASN
855
Advisory Services Network
Georgia
$12M -$48K -315 -0.4%
IMRF
856
Illinois Municipal Retirement Fund
Illinois
$12M -$15M -98,662 -56%
WF
857
WoodTrust Financial
Wisconsin
$12M -$363K -2,383 -3%
SFI
858
Siemens Fonds Invest
Germany
$11.9M -$319K -2,097 -3%
SBIA
859
Sheaff Brock Investment Advisors
Indiana
$11.9M -$4.05M -26,574 -25%
EVM
860
Evelyn V. Moreno
$11.9M -$138K -905 -1%
AIP
861
Ameritas Investment Partners
Nebraska
$11.8M -$310K -2,157 -3%
CCM
862
Compton Capital Management
Rhode Island
$11.8M -$71.4K -469 -0.6%
SAM
863
Strategy Asset Managers
California
$11.8M -$338K -2,222 -3%
IAN
864
Integrated Advisors Network
Texas
$11.7M +$490K +3,216 +4%
FPCG
865
Fort Pitt Capital Group
Pennsylvania
$11.7M +$1.61M +10,551 +16%
BAM
866
Blueshift Asset Management
New Jersey
$11.6M +$11.6M +76,438 New
SSA
867
Schonfeld Strategic Advisors
New York
$11.6M +$10.8M +71,238 +1,446%
WS
868
Wedbush Securities
California
$11.6M +$2.45M +16,105 +27%
PPCM
869
Pillar Pacific Capital Management
California
$11.6M +$275K +1,806 +2%
GP
870
Girard Partners
Pennsylvania
$11.5M -$425K -2,793 -4%
MIC
871
Means Investment Company
Maine
$11.5M +$62.6K +411 +0.5%
PI
872
Pettee Investors
Connecticut
$11.5M -$15.2K -100 -0.1%
FM
873
Foster & Motley
Ohio
$11.5M -$970K -6,370 -8%
CPIG
874
Chicago Partners Investment Group
Illinois
$11.4M +$6.35M +42,163 +125%
IIM
875
Intact Investment Management
Quebec, Canada
$11.4M -$1.1M -7,200 -9%