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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 %
FAIM
1576
Financial Advocates Investment Management
Washington
$3.65M +$772K +6,589 +27%
CA
1577
Claro Advisors
Massachusetts
$3.65M +$84K +552 +2%
OC
1578
Oarsman Capital
Wisconsin
$3.64M -$553K -3,632 -13%
SOAMC
1579
Spirit of America Management Corp
New York
$3.64M +$68.5K +450 +2%
MSU
1580
Mizuho Securities USA
New York
$3.63M +$3.63M +23,846 New
MMG
1581
Monetary Management Group
Missouri
$3.62M +$5.33K +35 +0.1%
MCM
1582
McMillion Capital Management
North Carolina
$3.62M +$63.9K +420 +2%
FCFC
1583
First Commonwealth Financial Corp
Pennsylvania
$3.62M -$54.6K -359 -1%
RA
1584
RFG Advisory
Alabama
$3.62M -$209K -1,375 -5%
PCA
1585
Peddock Capital Advisors
Massachusetts
$3.61M -$21K -138 -0.6%
RFN
1586
RDA Financial Network
Iowa
$3.61M -$17.7K -116 -0.5%
ITIM
1587
Indiana Trust & Investment Management
Indiana
$3.61M -$215K -1,414 -6%
CPO
1588
Cerity Partners OCIO
New York
$3.61M +$311K +2,045 +9%
SCI
1589
S&CO Inc
Massachusetts
$3.6M
NC
1590
NewSquare Capital
Pennsylvania
$3.6M +$2.28K +15 +0.1%
WAS
1591
Winch Advisory Services
Wisconsin
$3.59M +$115K +753 +3%
LDB
1592
Lee, Danner & Bass
Tennessee
$3.59M +$290K +1,905 +9%
SWA
1593
SOA Wealth Advisors
New York
$3.58M -$106K -698 -3%
HDIM
1594
Hanson & Doremus Investment Management
Vermont
$3.58M -$45.2K -297 -1%
MCM
1595
Monarch Capital Management
Indiana
$3.58M -$192K -1,260 -5%
MAM
1596
Melqart Asset Management
United Kingdom
$3.56M -$4.03M -26,617 -53%
Fuller & Thaler Asset Management
1597
Fuller & Thaler Asset Management
California
$3.56M -$670K -4,400 -16%
BCFS
1598
Butensky & Cohen Financial Security
Florida
$3.54M -$846K -5,556 -19%
HKIM
1599
Hayek Kallen Investment Management
Alabama
$3.53M +$14.9K +98 +0.4%
RI
1600
Redwood Investments
Massachusetts
$3.53M +$2.13K +14 +0.1%