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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 %
ZCI
1501
Zevenbergen Capital Investments
Washington
$4.03M +$269K +1,767 +7%
HPWM
1502
High Pines Wealth Management
Massachusetts
$4.03M +$126K +826 +3%
EF
1503
Empirical Finance
Pennsylvania
$4.02M
UBG
1504
United Bank (Georgia)
Georgia
$4M -$39K -256 -1%
AIS
1505
AM Investment Strategies
Tennessee
$4M +$5.48K +36 +0.1%
TFA
1506
Trinity Financial Advisors
Ohio
$3.99M +$269K +1,765 +7%
SIC
1507
Shoker Investment Counsel
Ohio
$3.98M -$58.9K -387 -1%
CCM
1508
Carderock Capital Management
Maryland
$3.97M +$14.2K +93 +0.4%
PG
1509
Pendal Group
Australia
$3.97M +$878K +5,768 +28%
NIM
1510
Nicollet Investment Management
Minnesota
$3.96M -$163K -1,068 -4%
EML
1511
Eos Management LP
New York
$3.96M
CNFG
1512
Creegan & Nassoura Financial Group
New Hampshire
$3.95M -$148K -973 -4%
QCG
1513
Quadrant Capital Group
Ohio
$3.95M +$686K +4,507 +21%
ADL
1514
Asset Dedication LLC
California
$3.93M -$904K -5,937 -19%
BC
1515
Burney Company
Virginia
$3.92M -$55.4K -364 -1%
JFA
1516
Johanson Financial Advisors
California
$3.92M +$24.5K +162 +0.6%
BCM
1517
Bluefin Capital Management
New York
$3.92M +$1.19M +7,830 +44%
CWA
1518
Canvas Wealth Advisors
Kansas
$3.92M +$3.92M +25,101 New
AB
1519
Atlas Brown
Kentucky
$3.91M +$19K +125 +0.5%
HI
1520
Horizon Investments
North Carolina
$3.9M +$3.9M +25,648 New
PCM
1521
Prelude Capital Management
New York
$3.89M +$2.32M +15,236 +148%
FCMT
1522
Founders Capital Management (Texas)
Texas
$3.89M +$3.65K +24 +0.1%
GP
1523
Greenline Partners
New York
$3.88M +$69.4K +456 +2%
HIP
1524
HUB Investment Partners
Texas
$3.88M +$653K +4,288 +20%
Fiera Capital (Canada)
1525
Fiera Capital (Canada)
Quebec, Canada
$3.88M -$85.7M -563,208 -96%