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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
1551
Arlington Financial Advisors
California
$3.76M +$37.9K +249 +1%
NP
1552
NorthRock Partners
Minnesota
$3.76M +$97.3K +639 +3%
SIM
1553
Seaview Investment Managers
Florida
$3.76M -$999K -6,564 -21%
SAI
1554
Systematic Alpha Investments
New Jersey
$3.76M +$2.51M +16,500 +201%
CT
1555
Clearstead Trust
Maine
$3.76M +$127K +832 +3%
ACG
1556
Allen Capital Group
Nebraska
$3.75M +$132K +865 +4%
WOC
1557
West Oak Capital
California
$3.74M -$87.5K -575 -2%
CFGS
1558
Concourse Financial Group Securities
Alabama
$3.74M +$159K +1,047 +4%
CFMC
1559
Curbstone Financial Management Corp
New Hampshire
$3.74M -$107K -700 -3%
VLKIM
1560
Van Lanschot Kempen Investment Management
Netherlands
$3.74M -$252K -1,656 -6%
TAM
1561
Trust Asset Management
Texas
$3.74M +$664K +4,363 +22%
MFG
1562
Magnus Financial Group
New York
$3.74M -$754K -4,956 -17%
BRM
1563
Boston Research & Management
Massachusetts
$3.73M +$38.1K +250 +1%
RCAG
1564
Rehmann Capital Advisory Group
Michigan
$3.72M +$227K +1,492 +7%
WWM
1565
Western Wealth Management
Colorado
$3.72M +$225K +1,480 +6%
WP
1566
WealthSource Partners
California
$3.71M +$252K +1,655 +7%
WLPWM
1567
Walled Lake Planning & Wealth Management
Illinois
$3.71M +$22.5K +148 +0.6%
GAM
1568
Geier Asset Management
Maryland
$3.71M -$17.2K -112 -0.5%
BOS
1569
Bank of Stockton
California
$3.71M +$108K +711 +3%
RSWM
1570
Robertson Stephens Wealth Management
California
$3.69M +$1.49M +9,816 +68%
AIP
1571
Almanack Investment Partners
Pennsylvania
$3.68M -$33.6K -221 -0.9%
HA
1572
Harbor Advisors
Florida
$3.68M
BOPW
1573
Brandywine Oak Private Wealth
Pennsylvania
$3.67M -$18.1K -119 -0.5%
FCA
1574
FLC Capital Advisors
California
$3.67M +$78.7K +517 +2%
JIP
1575
Jaffetilchin Investment Partners
Florida
$3.65M +$756K +4,969 +26%