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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 %
BO
1376
Bank OZK
Arkansas
$4.86M -$23.6K -155 -0.5%
GRP
1377
Global Retirement Partners
California
$4.85M -$198K -1,298 -4%
WPW
1378
Waldron Private Wealth
Pennsylvania
$4.85M +$9.29K +61 +0.2%
MFM
1379
MD Financial Management
Ontario, Canada
$4.85M +$4.66M +30,628 +2,506%
FTDI
1380
First Trust Direct Indexing
Massachusetts
$4.84M +$287K +1,885 +6%
PG
1381
Patten Group
Tennessee
$4.83M -$171K -1,123 -3%
ST
1382
Smithfield Trust
Pennsylvania
$4.83M -$125K -818 -3%
BFC
1383
Bedel Financial Consulting
Indiana
$4.83M +$201K +1,322 +4%
AWM
1384
Avior Wealth Management
Nebraska
$4.79M -$401K -2,638 -8%
HIS
1385
Horizon Investment Services
Indiana
$4.79M +$195K +1,279 +4%
SA
1386
SRH Advisors
Kansas
$4.79M -$60.4K -397 -1%
MIM
1387
MTM Investment Management
South Carolina
$4.77M -$52.8K -347 -1%
BAM
1388
Belpointe Asset Management
Nevada
$4.76M -$467K -3,065 -9%
SCM
1389
Salem Capital Management
Massachusetts
$4.74M
HPIA
1390
Hamilton Point Investment Advisors
North Carolina
$4.73M +$40.8K +268 +0.9%
ET
1391
Equitable Trust
Tennessee
$4.72M +$415K +2,723 +10%
LC
1392
Lincoln Capital
Nebraska
$4.7M -$5.33K -35 -0.1%
PCIG
1393
Partners Capital Investment Group
Massachusetts
$4.7M +$1.09M +7,161 +30%
BW
1394
Bison Wealth
Georgia
$4.7M +$246K +1,614 +6%
PP
1395
Pegasus Partners
Wisconsin
$4.69M +$147K +967 +3%
AWM
1396
Apollon Wealth Management
South Carolina
$4.69M +$3.36M +22,063 +252%
SAM
1397
Sawgrass Asset Management
Florida
$4.68M -$159K -1,043 -3%
CF
1398
Clarity Financial
Texas
$4.68M +$4.68M +30,765 New
CPC
1399
Congress Park Capital
New York
$4.68M -$61.5K -404 -1%
CT
1400
Chicago Trust
Illinois
$4.68M +$102K +671 +2%