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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
1526
Abacus FCF Advisors
Florida
$3.88M -$3.19M -20,566 -45%
MVA
1527
Mount Vernon Associates
Maryland
$3.87M
WCM
1528
Wisconsin Capital Management
Wisconsin
$3.85M -$1.74M -11,410 -31%
9WM
1529
9258 Wealth Management
Ohio
$3.85M +$31.5K +207 +0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
1530
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.85M -$4.89M -32,118 -56%
LWM
1531
Laidlaw Wealth Management
New York
$3.84M -$323K -2,119 -8%
PP
1532
PDS Planning
Ohio
$3.84M -$321K -2,109 -8%
LRPA
1533
L. Roy Papp & Associates
Arizona
$3.83M -$34.4K -226 -0.9%
HVP
1534
Hudson Value Partners
Florida
$3.82M -$117K -770 -3%
FC
1535
Forte Capital
New York
$3.82M +$389K +2,554 +11%
FHA
1536
Flagship Harbor Advisors
Massachusetts
$3.82M -$188K -1,235 -5%
PWMAG
1537
Pinnacle Wealth Management Advisory Group
New Jersey
$3.82M -$60.4K -397 -2%
HCM
1538
Hengehold Capital Management
Ohio
$3.82M -$6.7K -44 -0.2%
CIAS
1539
Capital Investment Advisory Services
North Carolina
$3.81M -$96.5K -634 -2%
MSA
1540
Marino Stram & Associates
Massachusetts
$3.8M +$65.1K +428 +2%
VCM
1541
Violich Capital Management
California
$3.8M +$2.93M +19,235 +337%
MCC
1542
Malaga Cove Capital
California
$3.8M -$69.2K -453 -2%
HNW
1543
High Note Wealth
Minnesota
$3.8M -$2.28K -15 -0.1%
RWM
1544
Ritholtz Wealth Management
New York
$3.8M +$616K +4,048 +19%
EWM
1545
Evermay Wealth Management
Virginia
$3.79M -$93.3K -613 -2%
SW
1546
SlateStone Wealth
Florida
$3.79M +$48.4K +318 +1%
HH
1547
Hilltop Holdings
Texas
$3.78M +$649K +4,260 +21%
ECML
1548
Eagle Capital Management (Louisiana)
Louisiana
$3.77M +$3.77M +24,770 New
CST
1549
Charles Schwab Trust
Nevada
$3.77M -$641K -4,170 -15%
NL
1550
NWAM LLC
Washington
$3.77M +$864K +5,677 +30%