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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 %
KCM
1151
Kornitzer Capital Management
Kansas
$6.72M +$212K +1,390 +3%
OCM
1152
One Capital Management
California
$6.71M -$148K -972 -2%
PS
1153
Pensionfund Sabic
Netherlands
$6.7M +$6.7M +44,000 New
NIA
1154
Northstar Investment Advisors
Colorado
$6.69M +$2.33M +15,297 +53%
ACP
1155
Aviance Capital Partners
Florida
$6.68M -$123K -811 -2%
WI
1156
Wintrust Investments
Illinois
$6.68M -$5.67M -37,266 -46%
FMTC
1157
Farmers & Merchants Trust Company
California
$6.68M +$200K +1,313 +3%
PAI
1158
Pittenger & Anderson Inc
Nebraska
$6.67M +$201K +1,318 +3%
MCM
1159
McRae Capital Management
New Jersey
$6.65M +$383K +2,515 +6%
LSA
1160
L & S Advisors
California
$6.64M +$4.36M +28,625 +191%
GIA
1161
Guyasuta Investment Advisors
Pennsylvania
$6.63M -$63.2K -415 -0.9%
PCA
1162
Pallas Capital Advisors
Massachusetts
$6.63M +$6.63M +41,115 New
BFG
1163
Beacon Financial Group
Texas
$6.61M
SFA
1164
Source Financial Advisors
New York
$6.59M -$527K -3,459 -7%
NAM
1165
NorthCoast Asset Management
Connecticut
$6.57M -$257K -1,690 -4%
SAM
1166
Smithbridge Asset Management
Pennsylvania
$6.55M +$161K +1,060 +3%
CIG
1167
Consolidated Investment Group
Colorado
$6.54M
ACM
1168
Alpha Capital Management
Texas
$6.54M +$37.3K +245 +0.6%
BDWM
1169
Brewin Dolphin Wealth Management
Ireland
$6.54M +$36.8K +242 +0.6%
BAM
1170
Brave Asset Management
New Jersey
$6.54M -$2.06M -13,513 -24%
FFA
1171
Fragasso Financial Advisors
Pennsylvania
$6.52M +$97K +637 +2%
SFG
1172
SevenBridge Financial Group
Pennsylvania
$6.52M -$31.2K -205 -0.5%
IWC
1173
Integrated Wealth Concepts
Massachusetts
$6.51M +$453K +2,974 +7%
PWS
1174
Peloton Wealth Strategists
Indiana
$6.51M +$10.7K +70 +0.2%
PI
1175
PEAK6 Investments
Illinois
$6.51M -$9.68M -63,603 -60%