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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 %
JWM
926
JGP Wealth Management
Oregon
$10.2M +$65.5K +430 +0.6%
AWA
927
ARS Wealth Advisors
Florida
$10.2M +$456K +2,997 +5%
AWS
928
AJ Wealth Strategies
New York
$10.2M +$6M +39,390 +142%
BOC
929
Barbara Oil Co
Illinois
$10.2M
FMBTD
930
First Midwest Bank Trust Division
Illinois
$10.2M +$85.7K +563 +0.8%
VWA
931
Visionary Wealth Advisors
Illinois
$10.2M -$16.9K -111 -0.2%
TF
932
Tompkins Financial
New York
$10.2M +$49.3K +324 +0.5%
GIA
933
GHP Investment Advisors
Colorado
$10.1M +$439K +2,883 +5%
Wealth Enhancement Advisory Services
934
Wealth Enhancement Advisory Services
Minnesota
$10.1M +$788K +5,167 +8%
GAM
935
Griffin Asset Management
New York
$10.1M -$478K -3,142 -5%
OSNBOA
936
Old Second National Bank of Aurora
Illinois
$10.1M -$413K -2,715 -4%
BBNA
937
Bremer Bank National Association
Minnesota
$10.1M -$67.7K -445 -0.7%
BMM
938
Buffington Mohr McNeal
Idaho
$10M +$1.3M +8,560 +15%
BAIA
939
Bel Air Investment Advisors
California
$10M +$10M +65,696 New
AIM
940
AMI Investment Management
Indiana
$9.97M -$155K -1,017 -2%
HFS
941
Hantz Financial Services
Michigan
$9.94M -$72.3K -475 -0.7%
ST
942
Spinnaker Trust
Maine
$9.94M +$132K +865 +1%
SAM
943
Sompo Asset Management
Japan
$9.9M +$1.48M +9,700 +18%
BAS
944
Brown Advisory Securities
Maryland
$9.89M -$5.81M -38,176 -37%
LNWWM
945
Laird Norton Wetherby Wealth Management
California
$9.87M -$942K -6,189 -9%
SLI
946
Sumitomo Life Insurance
Japan
$9.84M +$287K +1,883 +3%
PAG
947
Private Advisory Group
Washington
$9.82M -$247K -1,623 -2%
SAM
948
Socorro Asset Management
Texas
$9.81M -$1.02M -6,697 -9%
SC
949
Skylands Capital
Wisconsin
$9.8M -$426K -2,800 -4%
TCM
950
Telos Capital Management
California
$9.79M -$410K -2,696 -4%