JPM icon

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 %
MCM
1326
Mitchell Capital Management
Kansas
$5.18M +$529K +3,474 +11%
KWM
1327
Keebeck Wealth Management
Illinois
$5.17M +$76.9K +505 +2%
APP
1328
Avantax Planning Partners
Iowa
$5.17M -$247K -1,625 -5%
WC
1329
Weil Company
California
$5.16M -$254K -1,668 -5%
CIC
1330
Cornercap Investment Counsel
Georgia
$5.16M -$864K -5,677 -14%
SIA
1331
SeaBridge Investment Advisors
New Jersey
$5.14M -$50.2K -330 -1%
OIM
1332
Opus Investment Management
Massachusetts
$5.14M
BCPWM
1333
Bradley & Co Private Wealth Management
Florida
$5.13M +$5.13M +33,710 New
SBSB
1334
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.13M -$153K -1,006 -3%
EFSCE
1335
Enterprise Financial Services Corp (EFSC)
Missouri
$5.13M +$307K +2,016 +6%
BSB
1336
Bangor Savings Bank
Maine
$5.12M -$12.2K -80 -0.2%
BZWA
1337
Blue Zone Wealth Advisors
California
$5.12M -$88K -578 -2%
MW
1338
Marcum Wealth
Ohio
$5.12M +$1.81M +11,899 +55%
JWCA
1339
J.W. Cole Advisors
Florida
$5.11M -$65.5K -430 -1%
KPW
1340
Kore Private Wealth
New York
$5.1M -$245K -1,608 -5%
IFAM
1341
Institutional & Family Asset Management
Colorado
$5.09M -$117K -768 -2%
YWP
1342
YorkBridge Wealth Partners
New York
$5.08M +$358K +2,354 +8%
SFA
1343
Souders Financial Advisors
Ohio
$5.08M -$274K -1,797 -5%
TBNY
1344
Trustco Bank (New York)
New York
$5.07M -$40.5K -266 -0.8%
BKA
1345
Brick & Kyle Associates
Pennsylvania
$5.06M -$85.7K -562 -2%
JCM
1346
Jacobi Capital Management
Pennsylvania
$5.05M -$4.11M -26,967 -45%
TCM
1347
Traynor Capital Management
Pennsylvania
$5.04M +$190K +1,251 +4%
CGL
1348
Clarius Group LLC
Washington
$5.04M +$893K +5,867 +22%
TSWM
1349
Triangle Securities Wealth Management
North Carolina
$5.04M -$92.9K -610 -2%
RDWM
1350
Red Door Wealth Management
Tennessee
$5.01M +$287K +1,883 +6%