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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 %
PCM
1626
Poehling Capital Management
Wisconsin
$3.43M -$32.3K -212 -0.9%
TPM
1627
Triasima Portfolio Management
Quebec, Canada
$3.43M +$1.25M +8,190 +57%
IRAG
1628
Investment Research & Advisory Group
Georgia
$3.42M -$48.7K -320 -1%
BMC
1629
Beaton Management Company
Massachusetts
$3.41M -$24.4K -160 -0.7%
NPA
1630
Nichols & Pratt Advisers
Massachusetts
$3.41M -$10.4K -68 -0.3%
GBT
1631
Grove Bank & Trust
Florida
$3.41M +$6.55K +43 +0.2%
CWAG
1632
Compton Wealth Advisory Group
Virginia
$3.4M +$107K +701 +3%
GCA
1633
Gradient Capital Advisors
California
$3.4M +$86K +565 +3%
AIA
1634
Armor Investment Advisors
North Carolina
$3.4M +$6.55K +43 +0.2%
MCWS
1635
McKinley Carter Wealth Services
West Virginia
$3.4M +$113K +744 +3%
TMAM
1636
Tokio Marine Asset Management
Japan
$3.4M -$409K -2,684 -11%
SC
1637
Sawyer & Company
Massachusetts
$3.39M -$84.5K -555 -2%
LOAMS
1638
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.38M
MIP
1639
Marietta Investment Partners
Wisconsin
$3.38M +$457K +3,002 +16%
CH
1640
Canton Hathaway
Rhode Island
$3.37M +$30.4K +200 +0.9%
SWA
1641
Sutton Wealth Advisors
Florida
$3.37M +$29.2K +192 +0.9%
CM
1642
Capula Management
Cayman Islands
$3.35M +$2.38M +15,695 +243%
VA
1643
Valmark Advisers
Ohio
$3.34M +$418K +2,746 +14%
ARMT
1644
Amica Retiree Medical Trust
Rhode Island
$3.34M
CPA
1645
Court Place Advisors
Maryland
$3.34M -$30.5K -200 -0.9%
BFA
1646
Brendel Financial Advisors
New Hampshire
$3.34M
WCM
1647
Wunderlich Capital Managemnt
Tennessee
$3.33M -$160K -1,051 -5%
BCM
1648
Blume Capital Management
California
$3.32M -$2.28K -15 -0.1%
NFG
1649
Next Financial Group
Texas
$3.32M +$28.8K +189 +0.9%
MCM
1650
Manchester Capital Management
Vermont
$3.32M +$215K +1,412 +7%