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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 %
WCA
1351
Westover Capital Advisors
Delaware
$5M -$57.7K -379 -1%
MWA
1352
Meridian Wealth Advisors
Texas
$5M +$987K +6,481 +25%
TI
1353
tru Independence
Oregon
$4.99M -$3.17M -20,822 -39%
TA
1354
TFG Advisers
Michigan
$4.98M -$480K -3,150 -9%
UAM
1355
Unison Asset Management
Florida
$4.98M
WAS
1356
Wealth Advisory Solutions
Indiana
$4.97M +$786K +13,943 +19%
WPA
1357
Winning Points Advisors
Florida
$4.96M +$106K +697 +2%
BA
1358
Bridgewater Advisors
New York
$4.95M +$4.95M +31,459 New
FP
1359
Financial Perspectives
Minnesota
$4.95M +$4.93M +749,912 +18,367%
SWM
1360
SeaCrest Wealth Management
New York
$4.95M +$168K +1,101 +4%
CRM
1361
Cramer Rosenthal McGlynn
Connecticut
$4.95M -$13.9M -91,560 -74%
FLI
1362
Family Legacy Inc
South Carolina
$4.93M -$207K -1,361 -4%
VPIM
1363
Vanguard Personalized Indexing Management
California
$4.93M +$1.84M +12,099 +60%
CL
1364
CPWM LLC
Washington
$4.91M +$342K +2,249 +7%
DCM
1365
Delta Capital Management
New Jersey
$4.91M +$21.3K +140 +0.4%
LFA
1366
Legacy Financial Advisors
Kentucky
$4.9M -$295K -1,937 -6%
MMPW
1367
Mitchell McLeod Pugh & Williams
Alabama
$4.9M +$138K +905 +3%
RAM
1368
Redmond Asset Management
Virginia
$4.89M -$1.36M -8,925 -22%
TA
1369
Tiedemann Advisors
New York
$4.88M -$336K -2,209 -6%
TPWA
1370
TRUE Private Wealth Advisors
Oregon
$4.88M +$286K +1,880 +6%
SP
1371
Symmetry Partners
Connecticut
$4.88M +$47.5K +312 +1%
JFGIW
1372
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.87M +$60K +394 +1%
SCM
1373
SOL Capital Management
Maryland
$4.87M -$110K -725 -2%
GF
1374
Gries Financial
Ohio
$4.87M +$4.87M +30,164 New
OSIA
1375
O'Shares Investment Advisers
Massachusetts
$4.87M -$15.2K -100 -0.3%