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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 %
SACTSONJ
1426
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.52M
ANB
1427
Amarillo National Bank
Texas
$4.52M
RIM
1428
Reliant Investment Management
Tennessee
$4.52M +$205K +1,345 +5%
MMM
1429
Mendel Money Management
Illinois
$4.51M +$3.16M +20,780 +234%
AIC
1430
Ameritas Investment Company
Nebraska
$4.51M +$2.73M +17,934 +154%
TFS
1431
TrustCore Financial Services
Tennessee
$4.51M -$375K -2,462 -8%
SA
1432
SRN Advisors
Pennsylvania
$4.5M +$619K +4,067 +16%
TPA
1433
Trivium Point Advisory
Connecticut
$4.5M +$138K +908 +3%
CWG
1434
Cornerstone Wealth Group
North Carolina
$4.48M +$771K +5,119 +21%
TFS
1435
Thoroughbred Financial Services
Tennessee
$4.47M +$419K +2,754 +10%
VDBMI
1436
Van Den Berg Management I
Texas
$4.47M -$7.71M -50,678 -63%
JAG
1437
Journey Advisory Group
Kentucky
$4.46M +$72.2K +474 +2%
JSC
1438
Jackson Square Capital
California
$4.46M +$1.72M +11,323 +63%
FC
1439
Fusion Capital
South Carolina
$4.45M +$46.7K +307 +1%
P
1440
Pitcairn
Pennsylvania
$4.44M +$363K +2,384 +9%
AIC
1441
Argus Investors Counsel
New York
$4.43M -$508K -3,336 -10%
CWM
1442
Chesapeake Wealth Management
Virginia
$4.43M -$62.4K -410 -1%
BRWM
1443
B. Riley Wealth Management
Tennessee
$4.43M +$3.76M +159,321 +556%
SSWM
1444
Sheets Smith Wealth Management
North Carolina
$4.43M +$35.9K +236 +0.8%
SMI
1445
Shelter Mutual Insurance
Missouri
$4.42M
CAAS
1446
Capital Asset Advisory Services
Michigan
$4.42M +$40.6K +267 +0.9%
FBT
1447
First Bankers Trust
Kentucky
$4.4M -$419K -2,754 -9%
MC
1448
Mathes Company
New York
$4.39M -$68.5K -450 -2%
MSAM
1449
Moloney Securities Asset Management
Missouri
$4.38M -$1.24M -8,138 -22%
CF
1450
Centaurus Financial
California
$4.38M -$473K -3,109 -10%