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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 %
CG
1276
Caprock Group
Idaho
$5.58M -$194K -1,277 -3%
PRS
1277
Pinkerton Retirement Specialists
Idaho
$5.57M -$107K -703 -2%
CWM
1278
Chronos Wealth Management
Florida
$5.57M -$33K -217 -0.6%
MLIC
1279
Mandatum Life Insurance Company
Finland
$5.56M
SMG
1280
Spectrum Management Group
Indiana
$5.55M +$41K +269 +0.7%
PJSIMP
1281
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.55M -$37.4K -241 -0.7%
NEIRG
1282
New England Investment & Retirement Group
Massachusetts
$5.55M +$308K +2,025 +6%
LBC
1283
Lawrence B. Cohen
$5.54M -$192K -1,259 -3%
OLA
1284
Oliver Luxxe Assets
New Jersey
$5.52M +$16K +105 +0.3%
VRM
1285
Vectors Research Management
New York
$5.52M -$8.22K -54 -0.1%
BA
1286
Baugh & Associates
Georgia
$5.51M -$2.13K -14 -0%
VMPIC
1287
Varma Mutual Pension Insurance Co
Finland
$5.5M
HC
1288
HNP Capital
New York
$5.49M -$23.7K -156 -0.4%
BDF
1289
Balasa Dinverno & Foltz
$5.48M -$367K -2,411 -6%
EM
1290
Excalibur Management
Massachusetts
$5.47M -$151K -992 -3%
CCM
1291
Coerente Capital Management
Ontario, Canada
$5.46M +$5.46M +35,880 New
OPPTF
1292
OPSEU Pension Plan Trust Fund
Ontario, Canada
$5.46M +$203K +1,328 +4%
PA
1293
PFG Advisors
Arizona
$5.45M +$2.26M +14,820 +71%
DIP
1294
DT Investment Partners
Pennsylvania
$5.44M -$484K -3,181 -8%
DPIM
1295
Duff & Phelps Investment Management
Illinois
$5.42M
NSAM
1296
North Star Asset Management
Wisconsin
$5.41M +$598K +3,928 +12%
EI
1297
Ethic Inc
New York
$5.41M +$409K +2,688 +8%
CNC
1298
Citizens & Northern Corp
Pennsylvania
$5.39M -$107K -703 -2%
EGA
1299
E&G Advisors
Texas
$5.38M +$37.9K +249 +0.7%
CHC
1300
City Holding Co
West Virginia
$5.38M +$435K +2,859 +9%