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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 %
EWA
1401
Exencial Wealth Advisors
Oklahoma
$4.66M +$297K +1,949 +7%
FIB
1402
First Interstate Bancsystem
Montana
$4.65M +$4.65M +30,523 New
PAM
1403
Pegasus Asset Management
New York
$4.65M +$97K +637 +2%
CCI
1404
Credit Capital Investments
New Jersey
$4.64M -$83K -545 -2%
ODCM
1405
Old Dominion Capital Management
Virginia
$4.63M -$17.5K -115 -0.4%
ZIG
1406
Zuckerman Investment Group
Illinois
$4.62M +$153K +1,005 +3%
CCA
1407
Checchi Capital Advisers
California
$4.62M -$583K -3,828 -11%
WBC
1408
West Branch Capital
Massachusetts
$4.6M -$128K -841 -3%
SIM
1409
Sentry Investment Management
Wisconsin
$4.6M -$25M -164,400 -84%
AC
1410
Addison Capital
Pennsylvania
$4.59M -$71.1K -467 -2%
BJL
1411
Brighton Jones LLC
Washington
$4.59M +$514K +3,379 +13%
GCM
1412
Gables Capital Management
Florida
$4.58M -$142K -935 -3%
CIP
1413
Capital Insight Partners
Arizona
$4.57M -$7.76K -51 -0.2%
BBP
1414
Banco BTG Pactual
Brazil
$4.57M +$4.57M +30,012 New
BL
1415
Bleichroeder LP
New York
$4.57M
MFS
1416
Monetta Financial Services
Illinois
$4.57M
AH
1417
Allen Holding
New York
$4.57M
EBT
1418
Enterprise Bank & Trust
Massachusetts
$4.56M -$235K -1,546 -5%
OIA
1419
Optimum Investment Advisors
Illinois
$4.56M -$175K -1,148 -4%
FPFS
1420
First Personal Financial Services
North Carolina
$4.56M -$22.1K -145 -0.5%
IAMOG
1421
Investors Asset Management of Georgia
Georgia
$4.56M +$107K +700 +2%
BCM
1422
Brookmont Capital Management
Texas
$4.54M -$25.3K -166 -0.6%
CCT
1423
Country Club Trust
Missouri
$4.54M +$282K +1,826 +7%
RSS
1424
Rosenblum Silverman Sutton
California
$4.53M +$163K +1,070 +4%
TNBTD
1425
Trustmark National Bank Trust Department
Mississippi
$4.53M +$297K +1,950 +7%