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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 %
LA
1101
Lynch & Associates
Indiana
$7.34M +$337K +2,217 +5%
RC
1102
Roundview Capital
New Jersey
$7.34M +$96.8K +636 +1%
SFO
1103
Stokes Family Office
Louisiana
$7.34M -$804K -5,285 -10%
HWA
1104
Heritage Wealth Advisors
Virginia
$7.29M -$250K -1,644 -3%
CCM
1105
Coldstream Capital Management
Washington
$7.28M -$1.04M -6,806 -12%
PC
1106
Permanens Capital
New York
$7.28M +$877K +5,762 +14%
EP
1107
Eudaimonia Partners
Tennessee
$7.27M -$635K -4,174 -8%
MA
1108
Mutual Advisors
Nebraska
$7.27M +$77.5K +509 +1%
BCCM
1109
Bridge Creek Capital Management
Massachusetts
$7.26M -$117K -766 -2%
RC
1110
RBF Capital
California
$7.26M +$259K +1,700 +4%
AWM
1111
Altavista Wealth Management
North Carolina
$7.23M -$220K -1,447 -3%
VanEck Associates
1112
VanEck Associates
New York
$7.22M +$5.49M +36,080 +319%
HT
1113
HighTower Trust
Texas
$7.21M +$43.5K +286 +0.6%
SVWAG
1114
Sound View Wealth Advisors Group
Georgia
$7.2M +$452K +2,969 +7%
CAM
1115
Columbia Asset Management
Michigan
$7.18M +$114K +750 +2%
GIA
1116
Granite Investment Advisors
New Hampshire
$7.18M +$52.4K +344 +0.7%
HCA
1117
Harbour Capital Advisors
Virginia
$7.16M +$409K +2,689 +6%
MPA
1118
Marvin & Palmer Associates
Delaware
$7.15M +$7.15M +46,980 New
AWM
1119
Avitas Wealth Management
California
$7.15M +$146K +957 +2%
PCIA
1120
Prime Capital Investment Advisors
Kansas
$7.12M -$2.72M -17,848 -28%
HEIP
1121
Hudson Edge Investment Partners
New Jersey
$7.11M -$1.16M -7,628 -14%
AC
1122
Arjuna Capital
North Carolina
$7.1M +$2.65M +17,435 +60%
LWCFA
1123
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.08M -$10.5K -69 -0.1%
APSI
1124
Asset Planning Services Inc
Louisiana
$7.02M -$15.2K -100 -0.2%
PA
1125
Parallel Advisors
California
$7.02M +$250K +1,644 +4%