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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 %
RFM
1026
Royal Fund Management
Florida
$8.57M +$508K +3,339 +6%
FCT
1027
Family Capital Trust
Massachusetts
$8.57M -$28.6K -188 -0.3%
DR
1028
Davis Rea
Ontario, Canada
$8.57M +$60.3K +396 +0.7%
CAC
1029
Core Alternative Capital
Georgia
$8.51M +$302K +1,982 +4%
XWM
1030
Xcel Wealth Management
Florida
$8.49M +$243K +1,596 +3%
AWM
1031
Altium Wealth Management
New York
$8.48M +$812K +5,334 +11%
ECM
1032
ExodusPoint Capital Management
New York
$8.48M +$7.32M +48,109 +634%
PRA
1033
Pine Ridge Advisers
New York
$8.45M
PGAM
1034
Princeton Global Asset Management
New Jersey
$8.41M +$244K +1,604 +3%
IWP
1035
Icon Wealth Partners
Texas
$8.38M +$2.06M +13,523 +33%
OAMG
1036
Odey Asset Management Group
United Kingdom
$8.35M -$1.52M -10,000 -15%
KJHP
1037
K.J. Harrison & Partners
Ontario, Canada
$8.34M +$1.74M +11,410 +26%
SC
1038
Stolper & Co
Oklahoma
$8.34M -$79.9K -525 -0.9%
MRCM
1039
M&R Capital Management
New Jersey
$8.3M -$248K -1,628 -3%
HI
1040
Hoey Investments
Pennsylvania
$8.29M +$1.37M +9,015 +20%
BCA
1041
Bray Capital Advisors
Florida
$8.25M +$23.1K +152 +0.3%
AIA
1042
Allied Investment Advisors
Montana
$8.25M +$61.7K +405 +0.8%
TW
1043
Transform Wealth
Colorado
$8.24M +$347K +2,281 +4%
CBN
1044
Cadence Bank NA
Texas
$8.19M +$473K +3,108 +6%
WIC
1045
Woodmont Investment Counsel
Tennessee
$8.15M +$231K +1,520 +3%
PA
1046
Perennial Advisors
New York
$8.14M +$223K +1,467 +3%
IC
1047
Intersect Capital
California
$8.11M +$108K +711 +1%
RWA
1048
River Wealth Advisors
Pennsylvania
$8.1M +$96.1K +631 +1%
BIM
1049
Baldwin Investment Management
Pennsylvania
$8.1M +$123K +807 +2%
VFM
1050
Viking Fund Management
North Dakota
$8.07M +$609K +4,000 +8%