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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 %
ECM
1226
Exchange Capital Management
Michigan
$6.12M -$2.51M -16,484 -29%
VF
1227
Virtu Financial
New York
$6.11M +$6.11M +40,154 New
BMWM
1228
Brown Miller Wealth Management
Virginia
$6.11M -$32.7K -215 -0.5%
PPW
1229
Parcion Private Wealth
Washington
$6.09M -$3.69M -24,253 -38%
LFDLE
1230
La Financiere de L'Echiquier
France
$6.09M -$609K -4,000 -9%
CF
1231
CNA Financial
Illinois
$6.09M -$2.59M -17,000 -30%
MUAMU
1232
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.09M -$1.83M -12,000 -23%
SFS
1233
Strategic Financial Services
New York
$6.06M -$948K -6,225 -14%
OFG
1234
Oxford Financial Group
Indiana
$6.06M -$50.7K -333 -0.8%
PAM
1235
Paradigm Asset Management
New York
$6.05M -$213K -1,400 -3%
GCM
1236
Gibraltar Capital Management
Oklahoma
$6.05M +$731K +4,754 +14%
CAL
1237
Capital Analysts LLC
Pennsylvania
$6.03M +$1.23M +8,049 +25%
BP
1238
Ballentine Partners
Massachusetts
$6.03M +$589K +3,868 +11%
HIP
1239
Harrell Investment Partners
Texas
$5.98M +$47.8K +314 +0.8%
LHC
1240
Little House Capital
Massachusetts
$5.98M +$2.33M +15,285 +64%
WIC
1241
Whitegate Investment Counselors
New Hampshire
$5.97M
VPI
1242
Value Partners Investments
Manitoba, Canada
$5.96M -$1.22M -8,023 -17%
FF
1243
FourThought Financial
Florida
$5.93M +$275K +1,804 +5%
CCT
1244
Chemung Canal Trust
New York
$5.93M -$421K -2,766 -7%
CP
1245
Corbenic Partners
Pennsylvania
$5.9M -$742K -4,873 -11%
MWM
1246
Marietta Wealth Management
Georgia
$5.89M -$426K -2,800 -7%
MSWM
1247
Mader & Shannon Wealth Management
Missouri
$5.89M +$183K +1,202 +3%
SAMT
1248
Select Asset Management & Trust
Pennsylvania
$5.87M +$878K +5,770 +18%
JG
1249
Jefferies Group
New York
$5.86M -$1.47M -9,643 -20%
SIM
1250
Stratos Investment Management
Ohio
$5.85M -$774K -5,082 -12%