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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 %
FSA
1126
Fort Sheridan Advisors
Illinois
$7M +$337K +2,217 +5%
HC
1127
Hendley & Co
Ohio
$6.99M -$129K -850 -2%
ANBT
1128
American National Bank & Trust
Texas
$6.97M +$304K +2,000 +5%
MCP
1129
Martin Capital Partners
Oregon
$6.96M -$193K -1,268 -3%
CHAM
1130
Clear Harbor Asset Management
Connecticut
$6.95M -$274K -1,797 -4%
IIM
1131
Ipswich Investment Management
Massachusetts
$6.94M +$99.6K +654 +1%
ECM
1132
EagleClaw Capital Management
Massachusetts
$6.93M +$72.7K +478 +1%
VWM
1133
Valley Wealth Managers
New Jersey
$6.92M +$32.1K +211 +0.5%
BPM
1134
Bowling Portfolio Management
Ohio
$6.91M -$174K -1,143 -2%
BB
1135
Berkshire Bank
Massachusetts
$6.89M -$73.4K -482 -1%
TCM
1136
Taal Capital Management
Massachusetts
$6.85M -$761K -5,000 -10%
BPA
1137
Beacon Pointe Advisors
California
$6.83M -$355K -2,330 -5%
EH
1138
Employers Holdings
Nevada
$6.82M
HCM
1139
HGI Capital Management
New York
$6.79M -$2.34M -15,393 -26%
KOCAA
1140
Knights of Columbus Asset Advisors
Connecticut
$6.79M +$327K +2,145 +5%
KLCM
1141
KG&L Capital Management
Louisiana
$6.78M -$148K -969 -2%
BWA
1142
BDO Wealth Advisors
Florida
$6.78M +$2.01M +13,224 +42%
SAM
1143
Selway Asset Management
$6.78M +$91.3K +600 +1%
RIA
1144
RPG Investment Advisory
California
$6.78M -$130K -855 -2%
TCM
1145
Teza Capital Management
Illinois
$6.76M +$6.76M +44,414 New
SNT
1146
Security National Trust
West Virginia
$6.75M -$181K -1,191 -3%
ERWM
1147
Elk River Wealth Management
Colorado
$6.75M +$627K +4,121 +10%
LSPW
1148
Lake Street Private Wealth
Illinois
$6.73M -$98.2K -645 -1%
ACM
1149
Argyle Capital Management
Pennsylvania
$6.72M
Voloridge Investment Management
1150
Voloridge Investment Management
Florida
$6.72M +$6.72M +44,150 New