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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 %
AF
951
Arrow Financial
New York
$9.77M -$289K -1,900 -3%
VAS
952
Valicenti Advisory Services
New York
$9.74M -$108K -710 -1%
PWW
953
Pettyjohn Wood & White
Virginia
$9.72M +$108K +707 +1%
Carson Wealth (CWM LLC)
954
Carson Wealth (CWM LLC)
Nebraska
$9.7M
BFO
955
Boston Family Office
Massachusetts
$9.69M -$62.7K -412 -0.6%
FA
956
Fagan Associates
New York
$9.67M -$761K -4,998 -7%
HI
957
Harbour Investments
Wisconsin
$9.67M +$9.67M +63,491 New
SWM
958
Stockman Wealth Management
Montana
$9.64M -$393K -2,584 -4%
HBT
959
Hills Bank & Trust
Iowa
$9.6M -$50.8K -334 -0.5%
BIM
960
Bridgecreek Investment Management
Oklahoma
$9.58M +$308K +2,025 +3%
SCP
961
Stamos Capital Partners
California
$9.55M
P
962
Paradiem
Louisiana
$9.52M +$9.52M +61,228 New
AA
963
Apriem Advisors
California
$9.52M +$593K +3,895 +7%
LPT
964
Legacy Private Trust
Wisconsin
$9.51M -$228K -1,498 -2%
IA
965
IFP Advisors
Florida
$9.51M -$489K -3,211 -5%
TWMP
966
Taylor Wealth Management Partners
Massachusetts
$9.51M -$12K -79 -0.1%
GL
967
Graypoint LLC
New York
$9.49M -$749K -4,922 -7%
BSW
968
Buckingham Strategic Wealth
Missouri
$9.49M +$47.5K +312 +0.5%
ANTB
969
AMG National Trust Bank
Colorado
$9.48M -$2.01M -13,218 -18%
BOH
970
Bank of Hawaii
Hawaii
$9.45M +$14.9K +98 +0.2%
SWM
971
Segment Wealth Management
Texas
$9.43M +$143K +939 +2%
HFM
972
Hartford Financial Management
Connecticut
$9.34M -$202K -1,328 -2%
CNB
973
Camden National Bank
Maine
$9.3M -$164K -1,078 -2%
CNC
974
Camden National Corporation
Maine
$9.3M +$9.3M +61,113 New
PT
975
Plimoth Trust
Massachusetts
$9.25M +$20.2K +133 +0.2%