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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 %
JIP
1726
JBJ Investment Partners
South Carolina
$3.01M -$361K -2,368 -11%
DBIA
1727
Dumont & Blake Investment Advisors
New Jersey
$3M +$20.9K +137 +0.7%
XSC
1728
X-Square Capital
Puerto Rico
$2.99M +$1.03M +6,771 +53%
KFGK
1729
Keystone Financial Group (Kentucky)
Kentucky
$2.99M -$148K -970 -5%
WA
1730
WP Advisors
California
$2.99M +$25.9K +170 +0.9%
BCA
1731
Bay Colony Advisors
Massachusetts
$2.99M +$1.5M +9,847 +101%
IIA
1732
IPG Investment Advisors
California
$2.99M -$1.1M -7,211 -27%
QI
1733
Qtron Investments
Massachusetts
$2.99M
CC
1734
Centiva Capital
New York
$2.97M +$2.97M +19,507 New
WA
1735
WBH Advisory
Maryland
$2.97M +$825K +5,416 +38%
PFSC
1736
Peoples Financial Services Corp
Pennsylvania
$2.96M +$63.9K +420 +2%
CT
1737
Coastline Trust
Rhode Island
$2.96M -$6.7K -44 -0.2%
CCM
1738
Condor Capital Management
New Jersey
$2.95M +$69.4K +456 +2%
GDP
1739
Great Diamond Partners
Maine
$2.95M -$146K -959 -5%
HFBOT
1740
Home Federal Bank of Tennessee
Tennessee
$2.94M
BFA
1741
Beaumont Financial Advisors
Massachusetts
$2.94M -$76.9K -505 -3%
SIM
1742
Sterling Investment Management
Arizona
$2.94M -$107K -702 -4%
CB
1743
CNB Bank
Pennsylvania
$2.93M -$334K -2,196 -10%
PFO
1744
Pathstone Family Office
New Jersey
$2.92M +$190K +1,245 +7%
MCG
1745
MACRO Consulting Group
New Jersey
$2.91M -$64.5K -424 -2%
AF
1746
Allworth Financial
California
$2.91M +$1.33M +8,709 +84%
BMA
1747
Brooks Moore & Associates
Tennessee
$2.91M -$15.4K -101 -0.5%
SIG
1748
Sargent Investment Group
Maryland
$2.9M +$250K +1,640 +9%
GLA
1749
Good Life Advisors
Pennsylvania
$2.89M +$73.5K +483 +3%
BFM
1750
Boston Financial Management
Massachusetts
$2.88M