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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 %
MCM
1776
MV Capital Management
Maryland
$2.76M +$362K +2,378 +15%
Tudor Investment Corp
1777
Tudor Investment Corp
Connecticut
$2.76M -$7.56M -49,679 -73%
EHWM
1778
Eads & Heald Wealth Management
Georgia
$2.76M -$18.4K -121 -0.7%
SLT
1779
St Louis Trust
Missouri
$2.75M
AW
1780
Alaethes Wealth
Nevada
$2.75M +$2.75M +18,041 New
VBCG
1781
Valley Brook Capital Group
Pennsylvania
$2.74M +$132K +865 +5%
BC
1782
Burleson & Co
California
$2.74M -$4.87K -32 -0.2%
AWA
1783
Arete Wealth Advisors
Illinois
$2.74M +$164K +1,077 +6%
OWA
1784
Octavia Wealth Advisors
Ohio
$2.74M +$576K +3,783 +27%
GFS
1785
GYL Financial Synergies
Connecticut
$2.73M +$831K +5,456 +44%
SAM
1786
Secure Asset Management
Michigan
$2.73M +$35.5K +233 +1%
EHC
1787
Everett Harris & Co
California
$2.73M -$132K -867 -5%
AIM
1788
Acropolis Investment Management
Missouri
$2.73M +$155K +1,020 +6%
HIC
1789
Holderness Investments Company
North Carolina
$2.72M +$27.7K +182 +1%
Edgewood Management
1790
Edgewood Management
Connecticut
$2.71M
FPIS
1791
Financial Planning & Information Services
Wisconsin
$2.71M +$16.9K +111 +0.6%
AF
1792
Aldebaran Financial
$2.7M -$48.1K -316 -2%
GIA
1793
Gladstone Institutional Advisory
Florida
$2.7M +$2.04M +13,381 +308%
PHS
1794
Pekin Hardy Strauss
Illinois
$2.69M -$746K -4,900 -22%
RCM
1795
RB Capital Management
Nevada
$2.69M +$39.3K +258 +1%
MWA
1796
Moser Wealth Advisors
Washington
$2.69M
APWM
1797
Atlas Private Wealth Management
New York
$2.67M +$304 +2 +0%
CAC
1798
Certified Advisory Corp
Florida
$2.67M +$2.67M +17,510 New
NAG
1799
Northstar Advisory Group
New Jersey
$2.67M +$813K +5,338 +44%
DAM
1800
Delta Asset Management
Tennessee
$2.66M +$30.1K +198 +1%