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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 %
LAIC
1676
Lederer & Associates Investment Counsel
California
$3.22M +$121K +798 +4%
CIA
1677
Cohen Investment Advisors
New Hampshire
$3.21M +$91K +596 +3%
PPWP
1678
Proquility Private Wealth Partners
Nevada
$3.21M -$137K -903 -4%
NAMP
1679
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.21M -$24.4K -160 -0.8%
HCM
1680
Hudson Capital Management
New Jersey
$3.21M -$509K -3,343 -14%
HWA
1681
HCR Wealth Advisors
California
$3.21M -$336K -2,205 -9%
SCM
1682
Southport Capital Management
Tennessee
$3.19M +$257K +1,689 +9%
LTI
1683
Laffer Tengler Investments
Tennessee
$3.19M -$90.9K -597 -3%
ESB
1684
Essex Savings Bank
Connecticut
$3.19M -$79K -537 -2%
LCM
1685
Leisure Capital Management
California
$3.19M -$46.7K -307 -1%
IP
1686
Intellectus Partners
California
$3.18M +$166K +1,089 +5%
CWM
1687
Cordatus Wealth Management
Pennsylvania
$3.16M +$73.4K +482 +2%
DA
1688
DCM Advisors
New York
$3.15M -$547K -3,591 -15%
AMG
1689
Advisors Management Group
Wisconsin
$3.15M -$34.9K -229 -1%
AIM
1690
Anchor Investment Management
South Carolina
$3.15M +$97.1K +638 +3%
CAS
1691
Cascadia Advisory Services
Oregon
$3.15M +$3.15M +20,690 New
SWP
1692
Strategic Wealth Partners
Ohio
$3.15M +$95.4K +627 +3%
IC
1693
Inverness Counsel
New York
$3.14M -$198K -1,299 -6%
KA
1694
Kovack Advisors
Florida
$3.13M +$8.98K +59 +0.3%
HIC
1695
Harvey Investment Company
Kentucky
$3.13M -$48.2K -317 -2%
CAG
1696
Csenge Advisory Group
Florida
$3.12M +$5.63K +36 +0.2%
CCG
1697
Ceeto Capital Group
Florida
$3.12M +$16.3K +107 +0.5%
OF
1698
Outfitter Financial
Maine
$3.11M +$266K +1,745 +9%
ACP
1699
Ashfield Capital Partners
California
$3.11M +$84.8K +557 +3%
CT
1700
Columbia Trust
Oregon
$3.11M +$175K +1,153 +6%