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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 %
WSCM
901
Wellington Shields Capital Management
New York
$10.8M -$352K -2,315 -3%
RFMS
902
RWQ Financial Management Services
Florida
$10.8M +$1.33M +8,725 +14%
BS
903
Boenning & Scattergood
Pennsylvania
$10.8M +$575K +3,779 +6%
WCM
904
Whitener Capital Management
North Carolina
$10.8M -$25.3K -166 -0.2%
Citadel Advisors
905
Citadel Advisors
Florida
$10.8M -$11.9M -77,931 -52%
BCM
906
Barometer Capital Management
Ontario, Canada
$10.7M +$4.18M +27,620 +64%
AAM
907
Autus Asset Management
Arizona
$10.7M +$456K +2,996 +4%
GLA
908
Great Lakes Advisors
Illinois
$10.7M +$7.51M +49,321 +233%
TC
909
TownSquare Capital
Utah
$10.7M +$845K +5,551 +9%
HCM
910
Harvey Capital Management
Florida
$10.7M -$652K -4,283 -6%
KWMG
911
King Wealth Management Group
Florida
$10.7M +$163K +1,074 +2%
MMA
912
Miracle Mile Advisors
California
$10.7M -$609 -4 -0%
IA
913
Icon Advisers
Colorado
$10.7M +$137K +900 +1%
ECM
914
Everence Capital Management
Indiana
$10.6M
PAM
915
Palisade Asset Management
Minnesota
$10.6M +$204K +1,340 +2%
LNC
916
Lincoln National Corp
Pennsylvania
$10.6M +$838K +5,506 +9%
FTC
917
Farmers Trust Company
Ohio
$10.6M -$51.8K -340 -0.5%
SIC
918
SFE Investment Counsel
California
$10.5M -$5.18K -34 -0%
PPSG
919
Princeton Portfolio Strategies Group
New Jersey
$10.4M -$1.55M -10,182 -13%
AC
920
Addenda Capital
Quebec, Canada
$10.4M
GLLW
921
Graves Light Lenhart Wealth
Virginia
$10.3M -$3.65M -23,950 -26%
GH
922
GAM Holding
Switzerland
$10.3M +$288K +1,889 +3%
PAS
923
Park Avenue Securities
New York
$10.3M +$172K +1,127 +2%
PDN
924
Pensionfund DSM Netherlands
Netherlands
$10.3M +$10.3M +67,500 New
HT
925
Heritage Trust
Oklahoma
$10.2M +$466K +3,061 +5%