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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 %
MGIA
1251
Moneta Group Investment Advisors
Missouri
$5.85M +$2.1M +13,779 +56%
CW
1252
CreativeOne Wealth
Kansas
$5.83M +$256K +1,680 +5%
WAM
1253
Werlinich Asset Management
Connecticut
$5.83M +$5.83M +38,265 New
SCM
1254
Silvant Capital Management
Georgia
$5.82M
AAMA
1255
Advanced Asset Management Advisors
Ohio
$5.82M +$152 +1 +0%
SC
1256
Savant Capital
Illinois
$5.82M +$135K +888 +2%
MM
1257
Meridian Management
Arkansas
$5.81M +$60.3K +396 +1%
FB
1258
Fulton Bank
Pennsylvania
$5.81M -$1M -6,569 -15%
IAIM
1259
International Assets Investment Management
Florida
$5.8M +$2.91M +125,744 +101%
CM
1260
Castleark Management
Illinois
$5.8M +$5.8M +38,070 New
AAS
1261
Annex Advisory Services
Wisconsin
$5.78M -$51.5K -338 -0.9%
FPS
1262
Fieldpoint Private Securities
Connecticut
$5.77M -$169K -1,110 -3%
RMSCM
1263
R.M. Sincerbeaux Capital Management
New York
$5.77M
KA
1264
Kintegral Advisory
New York
$5.74M
WG
1265
Welch Group
Alabama
$5.73M +$809K +5,316 +16%
LPIC
1266
LeJeune Puetz Investment Counsel
Michigan
$5.72M +$11.4K +75 +0.2%
MBT
1267
Montecito Bank & Trust
California
$5.71M -$16.3K -107 -0.3%
NB
1268
Northwest Bancshares
Pennsylvania
$5.71M -$482K -3,169 -8%
MC
1269
MRJ Capital
New York
$5.69M
HW
1270
Hedeker Wealth
Illinois
$5.67M -$56K -368 -1%
AOWM
1271
Alpha Omega Wealth Management
Virginia
$5.66M -$56.6K -372 -1%
CSA
1272
Cottage Street Advisors
Massachusetts
$5.63M -$73.5K -483 -1%
MPM
1273
Meritage Portfolio Management
Kansas
$5.62M +$926K +6,082 +20%
BCM
1274
Brookstone Capital Management
Illinois
$5.62M -$2.91M -19,147 -34%
SIMM
1275
Stillwater Investment Management (Minnesota)
Minnesota
$5.61M +$29.5K +194 +0.5%