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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 %
HIA
1076
Harbor Investment Advisory
Maryland
$7.63M +$207K +1,362 +3%
NC
1077
Naman Capital
Brazil
$7.61M -$3.81M -25,000 -33%
GJL
1078
Gendell Jeffrey L
$7.61M +$7.61M +50,000 New
JC
1079
JBF Capital
Colorado
$7.61M
AIA
1080
Affinity Investment Advisors
California
$7.6M -$75.8K -498 -1%
AT
1081
Arden Trust
Delaware
$7.6M -$572K -3,758 -7%
NGA
1082
Naples Global Advisors
Florida
$7.6M +$3.34M +21,912 +78%
SBL
1083
Sargent Bickham Lagudis
Colorado
$7.59M -$231K -1,520 -3%
BA
1084
Ballast Advisors
Minnesota
$7.59M +$25.1K +165 +0.3%
ACM
1085
Adalta Capital Management
New York
$7.57M +$72.3K +475 +1%
PL
1086
Parthenon LLC
Kentucky
$7.55M -$45.7K -300 -0.6%
FFG
1087
Frisch Financial Group
New York
$7.55M +$429K +2,817 +6%
SCM
1088
Shelton Capital Management
Colorado
$7.54M -$916K -6,015 -11%
WP
1089
WealthPLAN Partners
Nebraska
$7.52M -$434K -2,794 -5%
SMFG
1090
Sumitomo Mitsui Financial Group
Japan
$7.52M +$1.27M +8,325 +20%
WIS
1091
Wright Investors Service
Connecticut
$7.51M -$1.04M -6,804 -12%
DDC
1092
DF Dent & Co
Maryland
$7.5M +$11.4K +75 +0.2%
Koshinski Asset Management
1093
Koshinski Asset Management
Illinois
$7.5M +$708K +4,649 +10%
DWT
1094
Dorsey & Whitney Trust
South Dakota
$7.49M -$72.6K -477 -1%
IEFM
1095
IQ EQ Fund Management
Ireland
$7.45M -$63.3K -416 -0.8%
WIM
1096
Wittenberg Investment Management
Massachusetts
$7.43M -$609K -4,000 -8%
CNBTD
1097
Citizens National Bank Trust Department
Mississippi
$7.42M +$12.2K +80 +0.2%
SSG
1098
Summit Securities Group
New York
$7.41M -$1.05M -6,900 -12%
MCP
1099
Mirador Capital Partners
California
$7.4M +$1.01M +6,645 +16%
NCM
1100
Nelson Capital Management
California
$7.35M -$672K -4,413 -8%