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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 %
MIM
1751
Miller Investment Management
Pennsylvania
$2.88M
PP
1752
Pacifica Partners
Canada
$2.88M -$42.2K -276 -1%
LFA
1753
Landmark Financial Advisors
Kentucky
$2.88M -$28K -184 -1%
IP
1754
Investment Partners
Ohio
$2.86M -$8.98K -59 -0.3%
VNA
1755
Valley National Advisers
Pennsylvania
$2.86M -$16.4K -108 -0.6%
QPWM
1756
Quadrant Private Wealth Management
Pennsylvania
$2.86M -$481K -3,159 -14%
YIA
1757
YHB Investment Advisors
Connecticut
$2.85M -$193K -1,262 -6%
AWMT
1758
AAFMAA Wealth Management & Trust
North Carolina
$2.85M -$2.39M -15,731 -46%
SCI
1759
Stableford Capital II
Arizona
$2.84M +$1.37K +9 +0%
GWM
1760
Graybill Wealth Management
Illinois
$2.84M -$698K -4,585 -20%
WA
1761
WESPAC Advisors
California
$2.84M -$321K -2,112 -10%
WPA
1762
West Paces Advisors
Georgia
$2.84M +$175K +1,151 +7%
DA
1763
Dillon & Associates
Michigan
$2.83M +$4.56K +30 +0.2%
ODG
1764
O'Dell Group
Ohio
$2.82M +$55.7K +366 +2%
SIA
1765
SkyView Investment Advisors
New Jersey
$2.81M +$35.9K +236 +1%
MWM
1766
Mission Wealth Management
California
$2.81M +$407K +2,676 +17%
QFA
1767
Quattro Financial Advisors
Texas
$2.81M +$114K +741 +4%
BCM
1768
Boltwood Capital Management
California
$2.8M -$223K -1,465 -7%
GEA
1769
Glen Eagle Advisors
New Jersey
$2.8M +$43.1K +282 +2%
UHC
1770
Union Heritage Capital
Michigan
$2.79M +$2.79M +18,300 New
QCM
1771
Quest Capital Management
Texas
$2.78M -$123K -806 -4%
AA
1772
Argent Advisors
Louisiana
$2.78M -$1.94M -12,713 -41%
IWA
1773
Intercontinental Wealth Advisors
Texas
$2.77M -$383K -2,517 -12%
SMC
1774
Smith, Moore & Co
Missouri
$2.77M +$91K +598 +3%
ADBIC
1775
A.D. Beadell Investment Counsel
Wisconsin
$2.77M -$236K -1,550 -8%