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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 %
AFA
1476
AllGen Financial Advisors
Florida
$4.2M +$2.72M +38,655 +183%
HI
1477
Hudock Inc
Pennsylvania
$4.18M -$831K -5,462 -17%
JWCA
1478
J.W. Coons Advisors
Ohio
$4.18M -$81.5K -536 -2%
ACM
1479
Alta Capital Management
Utah
$4.17M +$1.38M +9,097 +50%
SCA
1480
Stokes Capital Advisors
South Carolina
$4.16M +$136K +893 +3%
GWM
1481
GSB Wealth Management
Connecticut
$4.16M +$4.16M +27,295 New
DLG
1482
Daniel L. Goodwin
$4.14M +$12.2K +80 +0.3%
SSI
1483
Scott & Selber Inc
Texas
$4.14M +$100K +657 +2%
IC
1484
Investment Counsel
Michigan
$4.14M -$190K -1,250 -4%
OPA
1485
Old Port Advisors
Maine
$4.14M +$36.2K +238 +0.9%
NAM
1486
NTV Asset Management
West Virginia
$4.14M +$26.6K +175 +0.6%
SHA
1487
Seneca House Advisors
Virginia
$4.13M +$761 +5 +0%
PMG
1488
ProVise Management Group
Florida
$4.11M -$672K -4,412 -14%
BTWM
1489
Baker Tilly Wealth Management
Wisconsin
$4.11M +$1.54M +10,129 +60%
GIM
1490
Goelzer Investment Management
Indiana
$4.1M -$2.32M -15,213 -36%
LP
1491
LMR Partners
United Kingdom
$4.1M +$1.81M +11,910 +79%
NNP
1492
Nachman Norwood & Parrott
South Carolina
$4.09M -$38.1K -250 -0.9%
IBOK
1493
Independence Bank of Kentucky
Kentucky
$4.09M -$351K -2,305 -8%
MFA
1494
Mayflower Financial Advisors
Massachusetts
$4.09M -$24.4K -160 -0.6%
CIP
1495
Convergence Investment Partners
Florida
$4.08M -$70.9K -466 -2%
SW
1496
SkyOak Wealth
Michigan
$4.08M -$113K -741 -3%
SIAP
1497
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.07M +$99.1K +651 +2%
JSL
1498
JT Stratford LLC
Georgia
$4.07M +$64.5K +424 +2%
UBPAM
1499
Union Bancaire Privee Asset Management
New York
$4.05M +$785K +5,159 +24%
CPA
1500
Capital Planning Advisors
California
$4.04M +$761K +5,000 +23%