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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 %
SS
1301
Sunbelt Securities
Texas
$5.37M -$244K -1,604 -4%
FM
1302
Family Management
New York
$5.37M +$327K +2,148 +6%
KCM
1303
Karp Capital Management
California
$5.36M +$425K +2,794 +9%
B
1304
Barings
North Carolina
$5.36M -$1.07M -7,005 -17%
IWM
1305
IHT Wealth Management
Illinois
$5.34M -$148K -974 -3%
IMPI
1306
Ilmarinen Mutual Pension Insurance
Finland
$5.33M
SWA
1307
Stratos Wealth Advisors
Ohio
$5.32M +$1.04M +6,800 +24%
SFP
1308
Shepherd Financial Partners
Massachusetts
$5.31M +$130K +855 +3%
BP
1309
BBR Partners
New York
$5.3M -$126K -826 -2%
VWA
1310
V Wealth Advisors
Kansas
$5.29M +$62.7K +412 +1%
SFI
1311
SPC Financial Inc
Maryland
$5.28M +$33.6K +221 +0.6%
MPIA
1312
Mountain Pacific Investment Advisers
Idaho
$5.27M +$16K +105 +0.3%
SCP
1313
Shorepoint Capital Partners
Massachusetts
$5.27M -$975K -6,407 -16%
HL
1314
HeadInvest LLC
Maine
$5.26M +$39.1K +257 +0.7%
GD
1315
Grandfield & Dodd
New York
$5.26M +$37K +243 +0.7%
GAG
1316
GM Advisory Group
New York
$5.26M -$76.1K -500 -1%
MFG
1317
MidWestOne Financial Group
Iowa
$5.24M -$275K -1,805 -5%
JIC
1318
Joel Isaacson & Co
New York
$5.23M +$56.2K +369 +1%
FA
1319
FMA Advisory
Pennsylvania
$5.23M +$66.2K +435 +1%
PFM
1320
Premier Fund Managers
United Kingdom
$5.22M +$85.3K +552 +2%
TB
1321
Terril Brothers
Missouri
$5.22M
CAM
1322
Chou Associates Management
Ontario, Canada
$5.21M
GAM
1323
Gotham Asset Management
New York
$5.21M -$7K -46 -0.1%
TW
1324
TrinityPoint Wealth
Connecticut
$5.2M -$121K -797 -2%
S
1325
Surevest
California
$5.18M -$1.25M -8,234 -19%