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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 %
LWAC
1701
Laurel Wealth Advisors (California)
California
$3.11M +$144K +949 +5%
PWA
1702
Phoenix Wealth Advisors
North Carolina
$3.11M -$190K -1,237 -6%
PFBT
1703
Parkside Financial Bank & Trust
Missouri
$3.11M -$48.9K -321 -2%
CA
1704
Continental Advisors
Utah
$3.1M -$1.14M -7,500 -27%
KTC
1705
Kistler-Tiffany Companies
Pennsylvania
$3.1M -$64.1K -421 -2%
AMIM
1706
Aull & Monroe Investment Management
Alabama
$3.08M -$34.2K -225 -1%
RCA
1707
Resonant Capital Advisors
Wisconsin
$3.08M +$164K +1,077 +6%
FPB
1708
First PREMIER Bank
South Dakota
$3.08M +$6.85K +45 +0.2%
AIC
1709
Archer Investment Corporation
Indiana
$3.08M -$39.6K -260 -1%
WP
1710
WMS Partners
Maryland
$3.08M +$98K +644 +3%
ECM
1711
Elgethun Capital Management
South Dakota
$3.07M -$3.09M -20,288 -50%
IAS
1712
IMA Advisory Services
Colorado
$3.07M -$992K -6,517 -24%
FSCM
1713
Front Street Capital Management
Montana
$3.06M -$91.5K -601 -3%
WWA
1714
WC Walker & Associates
California
$3.05M -$15.6K -102 -0.5%
5L
1715
55I LLC
Massachusetts
$3.05M +$195K +1,278 +7%
RP
1716
Rowlandmiller & Partners
Georgia
$3.05M
AF
1717
Ally Financial
Michigan
$3.05M -$15.2M -100,000 -83%
NB
1718
Nicolet Bankshares
Wisconsin
$3.05M -$294K -1,931 -9%
EA
1719
Eclectic Associates
California
$3.04M -$90.7K -596 -3%
EW
1720
Evoke Wealth
California
$3.04M +$1.41M +9,274 +87%
CAM
1721
Centre Asset Management
New York
$3.03M -$1.05M -6,870 -26%
RAM
1722
Roanoke Asset Management
New Jersey
$3.03M -$3.04K -20 -0.1%
IIC
1723
Integrated Investment Consultants
Michigan
$3.02M
V
1724
VeraBank
Texas
$3.02M +$38.1K +250 +1%
PIP
1725
Peachtree Investment Partners
Florida
$3.01M +$569K +3,737 +23%