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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 %
RWB
1451
RMR Wealth Builders
New Jersey
$4.38M +$1.31M +8,632 +43%
TAM
1452
Townsend Asset Management
North Carolina
$4.37M +$375K +2,461 +9%
WA
1453
Wasatch Advisors
Utah
$4.37M -$152K -1,000 -3%
AAM
1454
Aureus Asset Management
Massachusetts
$4.36M +$172K +1,128 +4%
BHB
1455
Bank Hapoalim BM
Israel
$4.36M +$190K +1,245 +5%
KCPG
1456
Kavar Capital Partners Group
Kansas
$4.35M +$45.1K +296 +1%
TIA
1457
Tiemann Investment Advisors
California
$4.35M -$163K -1,069 -4%
GKFF
1458
George Kaiser Family Foundation
Oklahoma
$4.32M -$754K -4,951 -15%
GWMIA
1459
Global Wealth Management Investment Advisory
Florida
$4.31M -$218K -1,433 -5%
CCM
1460
Canal Capital Management
Virginia
$4.3M -$195K -1,280 -4%
LI
1461
Lafayette Investments
Maryland
$4.3M -$202K -1,324 -4%
EIM
1462
Essex Investment Management
Massachusetts
$4.29M -$42.9K -282 -1%
NF
1463
Nikulski Financial
Iowa
$4.29M +$50.1K +329 +1%
ANRIA
1464
American National Registered Investment Advisor
Texas
$4.28M -$14K -92 -0.3%
CSPAM
1465
Cary Street Partners Asset Management
Virginia
$4.28M +$558K +20,577 +15%
HB
1466
Homrich & Berg
Georgia
$4.27M +$45.5K +299 +1%
RWM
1467
RBA Wealth Management
California
$4.26M +$48.1K +316 +1%
NG
1468
NatWest Group
United Kingdom
$4.26M -$1.57M -10,338 -27%
ATI
1469
Act Two Investors
California
$4.26M
LJAC
1470
L.J. Altfest & Co
New York
$4.25M -$176K -1,154 -4%
SWM
1471
Selective Wealth Management
Virginia
$4.25M -$563K -3,699 -12%
ZIG
1472
Zurich Insurance Group
Switzerland
$4.23M
AAF
1473
Andra AP-fonden
Sweden
$4.22M -$1.17M -7,700 -22%
JSMC
1474
Jess S. Morgan & Co
California
$4.22M -$136K -896 -3%
PGWM
1475
Parisi Gray Wealth Management
New Jersey
$4.21M +$26.5K +174 +0.6%