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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 %
CC
1801
Cipher Capital
New York
$2.66M +$2.66M +17,477 New
MC
1802
Martin & Co
Tennessee
$2.66M -$77.9K -512 -3%
GKWIM
1803
Gerber Kawasaki Wealth & Investment Management
California
$2.66M +$1.7M +11,171 +178%
AFS
1804
Access Financial Services
Minnesota
$2.64M +$288K +1,892 +12%
AP
1805
Americana Partners
Texas
$2.64M -$29.5K -194 -1%
RMAM
1806
Raab & Moskowitz Asset Management
New Jersey
$2.63M +$55.2K +363 +2%
SCM
1807
Spreng Capital Management
Ohio
$2.63M +$149K +977 +6%
SFG
1808
StrategIQ Financial Group
Indiana
$2.63M -$399K -2,618 -13%
TCM
1809
Tandem Capital Management
New Jersey
$2.62M +$9.13K +60 +0.3%
RCIM
1810
Red Cedar Investment Management
Michigan
$2.62M +$373K +2,450 +17%
DA
1811
Denali Advisors
California
$2.62M -$9.63M -63,300 -79%
KFI
1812
Key Financial Inc
Pennsylvania
$2.62M +$25.9K +170 +1%
SMA
1813
Sage Mountain Advisors
Georgia
$2.61M +$1.35M +8,870 +107%
CFFP
1814
Center for Financial Planning
Michigan
$2.6M -$58K -381 -2%
FAM
1815
Fulcrum Asset Management
United Kingdom
$2.6M
B
1816
Brightworth
Georgia
$2.59M +$200K +1,313 +8%
GSEP
1817
Golden State Equity Partners
California
$2.59M -$35.9K -236 -1%
ATWA
1818
Arbor Trust Wealth Advisors
Michigan
$2.59M +$19.8K +130 +0.8%
AWM
1819
Aries Wealth Management
Maine
$2.58M +$334K +2,208 +15%
FMB
1820
Field & Main Bank
Kentucky
$2.58M -$206K -1,353 -7%
1WA
1821
180 Wealth Advisors
Washington
$2.58M -$8.13K -50 -0.3%
NME
1822
Notis-McConarty Edward
$2.58M +$93.9K +617 +4%
GGHC
1823
Gilder Gagnon Howe & Co
New York
$2.58M +$133K +874 +5%
OCM
1824
Orleans Capital Management
Louisiana
$2.58M -$48K -315 -2%
BS
1825
Bessemer Securities
New York
$2.58M +$1.28M +8,395 +98%