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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 %
SBF
1051
Sara-Bay Financial
Florida
$8.04M +$79.8K +524 +1%
OHIS
1052
Oak Harvest Investment Services
Texas
$8.04M +$307K +2,014 +4%
AWP
1053
Ascent Wealth Partners
New York
$7.99M +$140K +917 +2%
SC
1054
Schulhoff & Co
Ohio
$7.97M +$236K +1,550 +3%
WCM
1055
Windward Capital Management
California
$7.96M -$40.2K -264 -0.5%
VFA
1056
Voya Financial Advisors
Connecticut
$7.95M +$135K +875 +2%
CCP
1057
Cardan Capital Partners
Colorado
$7.94M +$234K +1,539 +3%
MYLI
1058
Meiji Yasuda Life Insurance
Japan
$7.94M -$566K -3,718 -7%
DAS
1059
Dynamic Advisor Solutions
Arizona
$7.92M -$1.42M -9,325 -15%
MP
1060
McDonald Partners
Ohio
$7.89M +$132K +869 +2%
BFPW
1061
BOK Financial Private Wealth
Colorado
$7.88M -$77.3K -508 -1%
GCM
1062
Garland Capital Management
Washington
$7.87M -$53.3K -350 -0.7%
IMOV
1063
Investment Management of Virginia
Virginia
$7.86M -$35.5K -233 -0.4%
NPT
1064
Nixon Peabody Trust
Massachusetts
$7.85M -$304K -2,000 -4%
PGIM
1065
Pacific Global Investment Management
California
$7.84M +$18K +118 +0.2%
CCMINC
1066
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.79M -$20.1K -132 -0.3%
PCA
1067
Providence Capital Advisors
North Carolina
$7.78M +$3.32M +21,809 +74%
FC
1068
Fulcrum Capital
Washington
$7.78M -$1.13M -7,442 -13%
AIA
1069
AGF Investments America
Ontario, Canada
$7.78M
MHS
1070
M Holdings Securities
Oregon
$7.74M +$2.45M +16,085 +46%
CFA
1071
Capstone Financial Advisors
Illinois
$7.7M +$49.2K +323 +0.6%
HA
1072
Hamel Associates
New Jersey
$7.69M -$42.6K -280 -0.6%
LBD
1073
Landsberg Bennett & Dubbaneh
Florida
$7.66M -$798K -5,191 -9%
QF
1074
QVT Financial
New York
$7.65M
GIP
1075
Granite Investment Partners
California
$7.64M +$7.61K +50 +0.1%