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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 %
OAM
1601
Origin Asset Management
United Kingdom
$3.53M -$76.1K -500 -2%
LCM
1602
Liberty Capital Management
Michigan
$3.53M +$320K +2,102 +10%
FUBT
1603
First United Bank & Trust
Maryland
$3.52M +$16.7K +110 +0.5%
NDSI
1604
Newman Dignan & Sheerar Inc
Rhode Island
$3.52M -$141K -924 -4%
CCM
1605
Coe Capital Management
Illinois
$3.51M +$47.5K +312 +1%
IA
1606
IFG Advisory
Georgia
$3.51M -$119K -783 -3%
SIAG
1607
Signet Investment Advisory Group
Rhode Island
$3.51M +$54.2K +356 +2%
BL
1608
BFSG LLC
California
$3.51M +$431K +2,832 +14%
BFC
1609
Blue Fin Capital
Rhode Island
$3.51M +$183K +1,202 +6%
WR
1610
WD Rutherford
Oregon
$3.5M +$183K +1,205 +6%
PA
1611
Procyon Advisors
Connecticut
$3.5M +$6.7K +44 +0.2%
PAMG
1612
Patton Albertson Miller Group
Tennessee
$3.49M +$24.5K +161 +0.7%
AWA
1613
Arkadios Wealth Advisors
Georgia
$3.49M +$810K +5,322 +30%
CCA
1614
Cobblestone Capital Advisors
New York
$3.48M +$250K +1,645 +8%
JF
1615
Jump Financial
Illinois
$3.48M +$3.48M +22,830 New
PBC
1616
Pavion Blue Capital
California
$3.47M -$19.5K -128 -0.6%
HWA
1617
Heritage Way Advisors
Illinois
$3.47M -$121K -794 -3%
PSB
1618
Piscataqua Savings Bank
New Hampshire
$3.46M +$3.46M +22,717 New
AIM
1619
Aspen Investment Management
Michigan
$3.45M -$35.8K -235 -1%
WAP
1620
Wealthcare Advisory Partners
Pennsylvania
$3.45M +$870K +5,714 +34%
AL
1621
Aspiriant LLC
California
$3.44M -$85.4K -561 -2%
CBA
1622
Coastal Bridge Advisors
Connecticut
$3.44M +$94.4K +620 +3%
EIP
1623
Easterly Investment Partners
Massachusetts
$3.43M +$2.33M +15,318 +212%
NSB
1624
Norway Savings Bank
Maine
$3.43M -$12.8K -84 -0.4%
SP
1625
SWS Partners
Ohio
$3.43M +$180K +1,183 +6%