JPM icon

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 %
BA
1176
Bristlecone Advisors
Washington
$6.5M +$25.9K +170 +0.4%
HCM
1177
Howland Capital Management
Massachusetts
$6.47M +$376K +2,471 +6%
BWAM
1178
Boyd Watterson Asset Management
Ohio
$6.47M -$6.85K -45 -0.1%
AF
1179
Advisornet Financial
Minnesota
$6.47M +$858K +5,637 +15%
HWAM
1180
Hennion & Walsh Asset Management
New Jersey
$6.46M +$6.46M +42,442 New
WPIC
1181
White Pine Investment Company
Michigan
$6.45M -$64.7K -425 -1%
UTC
1182
Unified Trust Company
Kentucky
$6.45M +$170K +1,114 +3%
FMWA
1183
Forvis Mazars Wealth Advisors
Missouri
$6.45M -$2.26M -14,834 -26%
AC
1184
Abbrea Capital
California
$6.44M +$181K +1,190 +3%
MIAN
1185
Mariner Independent Advisor Network
Kansas
$6.44M +$1.47M +9,649 +30%
VST
1186
Van Strum & Towne
California
$6.44M +$49.5K +325 +0.8%
CBTWT
1187
Community Bank & Trust (Waco, Texas)
Texas
$6.41M +$91.8K +603 +1%
AW
1188
ACG Wealth
Georgia
$6.41M -$589K -3,866 -8%
ACM
1189
AlphaCrest Capital Management
New York
$6.41M +$4.6M +30,219 +255%
IB
1190
Intrust Bank
Kansas
$6.39M -$165K -1,084 -3%
TCBWMS
1191
Texas Capital Bank Wealth Management Services
Texas
$6.38M -$688K -4,520 -10%
EFS
1192
Essex Financial Services
Connecticut
$6.38M -$173K -1,139 -3%
BEAM
1193
Baker Ellis Asset Management
Washington
$6.36M +$84.6K +556 +1%
HCM
1194
Huber Capital Management
California
$6.35M -$304K -2,000 -5%
S
1195
SignatureFD
Georgia
$6.35M +$439K +2,884 +7%
AMM
1196
American Money Management
California
$6.35M -$301K -1,974 -5%
WPP
1197
Whalerock Point Partners
Rhode Island
$6.34M +$143K +941 +2%
OIA
1198
OneDigital Investment Advisors
Kansas
$6.33M -$302K -1,987 -5%
LOPW
1199
Live Oak Private Wealth
North Carolina
$6.32M +$294K +1,933 +5%
CS
1200
Comerica Securities
Michigan
$6.3M -$614K -4,032 -9%