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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 %
FFA
1651
Founders Financial Alliance
North Carolina
$3.32M +$321K +2,033 +11%
SWMP
1652
Signature Wealth Management Partners
New Jersey
$3.31M +$939K +6,165 +40%
OPS
1653
Orion Portfolio Solutions
Nebraska
$3.3M +$277K +1,818 +9%
AWM
1654
Affinity Wealth Management
Delaware
$3.3M +$572K +3,809 +21%
VNIM
1655
Vaughan Nelson Investment Management
Texas
$3.3M +$160K +1,050 +5%
Capstone Investment Advisors
1656
Capstone Investment Advisors
New York
$3.29M +$3.29M +21,618 New
VCM
1657
Vivaldi Capital Management
Illinois
$3.28M -$311K -1,897 -9%
APG
1658
Abacus Planning Group
South Carolina
$3.28M +$51K +335 +2%
FWM
1659
Fairhaven Wealth Management
Illinois
$3.28M +$113K +744 +4%
BWP
1660
Baldwin Wealth Partners
Massachusetts
$3.27M +$254K +1,668 +8%
FMW
1661
Farr Miller & Washington
District of Columbia
$3.27M +$602K +3,956 +23%
FMTCOCP
1662
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.26M -$461K -3,027 -12%
NPP
1663
New Potomac Partners
Maryland
$3.25M -$1.62M -10,610 -33%
NCM
1664
Next Capital Management
New York
$3.25M -$31.8K -209 -1%
MA
1665
Modus Advisors
Minnesota
$3.25M -$1.05M -6,890 -24%
FBFS
1666
First Business Financial Services
Wisconsin
$3.24M +$257K +1,690 +9%
CAN
1667
Claraphi Advisory Network
United States
$3.24M +$253K +1,662 +8%
MFG
1668
Merit Financial Group
Georgia
$3.24M +$660K +4,336 +26%
AWE
1669
Avidian Wealth Enterprises
Texas
$3.24M -$44.9K -295 -1%
SM
1670
Sciencast Management
New Jersey
$3.23M +$3.23M +21,000 New
SFFS
1671
Stonehage Fleming Financial Services
Jersey
$3.23M
TNAM
1672
Terra Nova Asset Management
New York
$3.23M +$505K +3,315 +19%
HCM
1673
Hollencrest Capital Management
California
$3.22M +$70.9K +466 +2%
HAC
1674
Harbor Advisory Corp
New Hampshire
$3.22M -$38.1K -250 -1%
ATC
1675
Adirondack Trust Company
New York
$3.22M +$301K +1,980 +10%