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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 %
FBC
876
Fairfield, Bush & Co
Connecticut
$11.4M +$507K +3,329 +5%
MP
877
MSD Partners
New York
$11.4M
EC
878
EJF Capital
Virginia
$11.4M +$11.4M +75,000 New
PAIM
879
Punch & Associates Investment Management
Minnesota
$11.4M +$193K +1,267 +2%
CAM
880
Cypress Asset Management
Texas
$11.4M -$111K -732 -1%
PTB
881
Pioneer Trust Bank
Oregon
$11.4M -$105K -690 -0.9%
BCMO
882
Buckingham Capital Management (Ohio)
Ohio
$11.4M -$147K -968 -1%
QI
883
QV Investors
Alberta, Canada
$11.4M -$1.72M -11,310 -13%
FHC
884
First Horizon Corporation
Tennessee
$11.4M -$773K -5,080 -6%
ERIM
885
Eagle Ridge Investment Management
Connecticut
$11.4M -$1.15M -7,549 -9%
O
886
Ossiam
France
$11.4M +$836K +5,493 +8%
NWM
887
Nicola Wealth Management
British Columbia, Canada
$11.3M -$4.87M -32,000 -30%
1IA
888
1834 Investment Advisors
Wisconsin
$11.3M -$1.23M -8,065 -10%
TCOT
889
Trust Company of Toledo
Ohio
$11.3M +$267K +1,752 +2%
CAM
890
Close Asset Management
United Kingdom
$11.3M +$1,000K +6,564 +10%
WIC
891
WealthBridge Investment Counsel
Alberta, Canada
$11.3M -$41.9K -275 -0.4%
ACA
892
Aptus Capital Advisors
Alabama
$11.2M -$26.9M -176,700 -71%
Marshall Wace
893
Marshall Wace
United Kingdom
$11.2M -$59.2M -388,647 -84%
HRC
894
Hoertkorn Richard Charles
$11.1M -$106K -695 -0.9%
HAI
895
Hennessy Advisors Inc
California
$11M -$1.03M -6,750 -9%
SIM
896
Sonora Investment Management
Arizona
$11M +$655K +4,303 +6%
SGA
897
Strategic Global Advisors
California
$11M +$216K +1,417 +2%
GAB
898
German American Bancorp
Indiana
$10.9M +$848K +5,570 +8%
RM
899
Resource Management
Louisiana
$10.9M -$86.8K -570 -0.8%
AAM
900
AR Asset Management
California
$10.8M -$685K -4,500 -6%