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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 %
LWANC
1001
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.9M +$20.9K +137 +0.2%
SGCA
1002
Steel Grove Capital Advisors
Tennessee
$8.9M
WKWM
1003
Walter & Keenan Wealth Management
Indiana
$8.9M -$441K -2,900 -5%
BFS
1004
Bard Financial Services
Connecticut
$8.9M -$37.6K -250 -0.4%
WANY
1005
Wealthspire Advisors (New York)
New York
$8.89M +$1.16M +7,611 +15%
IMC Chicago
1006
IMC Chicago
Illinois
$8.88M +$8.88M +58,332 New
APA
1007
Allegiant Private Advisors
Florida
$8.86M +$207K +1,359 +2%
CG
1008
Cutler Group
California
$8.85M +$5.25M +34,499 +146%
CFA
1009
Carroll Financial Associates
North Carolina
$8.81M +$97.4K +640 +1%
GG
1010
Greenwood Gearhart
Arkansas
$8.81M +$44.5K +292 +0.5%
FMC
1011
First Merchants Corp
Indiana
$8.8M -$53.9K -354 -0.6%
DSC
1012
Duncker Streett & Co
Missouri
$8.8M +$730K +4,798 +9%
UFG
1013
United Fire Group
Iowa
$8.79M
AFM
1014
Andesa Financial Management
Pennsylvania
$8.78M +$3.73M +24,518 +74%
MPIM
1015
McGinn Penninger Investment Management
Virginia
$8.78M -$499K -3,279 -5%
TNB
1016
Thomasville National Bank
Georgia
$8.77M -$5.82M -64,682 -40%
GVAG
1017
Great Valley Advisor Group
Delaware
$8.73M +$1.04M +6,827 +14%
FNB
1018
Farmers National Bank
Kentucky
$8.71M -$210K -1,380 -2%
MOS
1019
MGO One Seven
Ohio
$8.68M +$1.34M +8,775 +18%
MC
1020
Miramar Capital
Illinois
$8.66M -$466K -3,059 -5%
VI
1021
Vestcor Inc
New Brunswick, Canada
$8.65M -$187K -1,228 -2%
BWM
1022
Buckley Wealth Management
Nevada
$8.64M -$286K -1,881 -3%
SCA
1023
Spearhead Capital Advisors
Florida
$8.64M -$112K -735 -1%
GT
1024
Greenleaf Trust
Michigan
$8.62M +$119K +784 +1%
FWM
1025
Frontier Wealth Management
Missouri
$8.6M +$441K +2,894 +5%