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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 %
CA
1201
Cumberland Advisors
Florida
$6.3M +$283K +1,860 +5%
LCC
1202
Lincoln Capital Corp
Rhode Island
$6.29M +$179K +1,173 +3%
SA
1203
Strategic Advisors
New York
$6.29M -$133K -875 -2%
GJIC
1204
Gamble Jones Investment Counsel
California
$6.28M -$1.81M -11,907 -22%
MBTD
1205
Mechanics Bank - Trust Department
California
$6.27M -$201K -1,317 -3%
RCM
1206
Radnor Capital Management
Pennsylvania
$6.27M -$2.03M -13,332 -24%
CIA
1207
Covington Investment Advisors
Pennsylvania
$6.26M +$6.26M +41,129 New
IPGDR
1208
Investidor Profissional Gestao de Recursos
Brazil
$6.26M -$3.59M -23,555 -36%
AFM
1209
Abbot Financial Management
Massachusetts
$6.25M +$84K +552 +1%
BO
1210
BRR OpCo
Ohio
$6.25M +$782K +5,135 +14%
HWM
1211
Hohimer Wealth Management
Washington
$6.23M +$89.5K +588 +1%
LA
1212
LVW Advisors
New York
$6.21M -$397K -2,608 -6%
NAS
1213
Nicolet Advisory Services
Wisconsin
$6.21M +$104K +686 +2%
CWM
1214
Concentric Wealth Management
California
$6.2M +$45.7K +300 +0.7%
ST
1215
Somerset Trust
Pennsylvania
$6.2M +$23.3K +153 +0.4%
BCM
1216
Buckhead Capital Management
Georgia
$6.2M -$9.89K -65 -0.2%
UF
1217
Univest Financial
Pennsylvania
$6.19M -$191K -1,255 -3%
BFIC
1218
Bedell Frazier Investment Counselling
California
$6.18M -$3.09M -20,280 -33%
MAFM
1219
Mid Atlantic Financial Management
Pennsylvania
$6.17M +$58.3K +383 +1%
DWM
1220
Dorchester Wealth Management
Quebec, Canada
$6.16M +$75.2K +494 +1%
AAM
1221
Augustine Asset Management
Florida
$6.16M -$18.6K -122 -0.3%
WSC
1222
Wellington Shields & Co
New York
$6.15M -$854K -5,611 -12%
CCM
1223
Copeland Capital Management
Pennsylvania
$6.14M -$38.1K -250 -0.6%
COI
1224
Connable Office Inc
Michigan
$6.14M -$16.7K -110 -0.3%
HCA
1225
Horan Capital Advisors
Ohio
$6.12M -$36.4K -239 -0.6%