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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 %
RA
1826
Rational Advisors
New York
$2.57M +$69.6K +457 +3%
GC
1827
GFG Capital
Florida
$2.57M +$124K +814 +5%
ED
1828
Exane Derivatives
France
$2.57M +$234K +1,537 +10%
CWP
1829
CFM Wealth Partners
Texas
$2.56M +$4.57K +30 +0.2%
ETC
1830
Exchange Traded Concepts
Oklahoma
$2.56M -$2.94M -19,342 -54%
4WM
1831
44 Wealth Management
Oregon
$2.55M -$119K -779 -4%
LSAG
1832
Lake Street Advisors Group
New Hampshire
$2.55M -$23.6K -155 -0.9%
NL
1833
NVWM LLC
Pennsylvania
$2.54M -$95.8K -629 -4%
XF
1834
XML Financial
Maryland
$2.54M +$16.4K +108 +0.7%
GIM
1835
Guardian Investment Management
California
$2.53M -$817K -5,350 -24%
KA
1836
Klingman & Associates
New York
$2.53M +$135K +888 +6%
BCM
1837
Birmingham Capital Management
Alabama
$2.52M -$28.2K -185 -1%
OWP
1838
Obermeyer Wealth Partners
Colorado
$2.52M +$884K +5,805 +54%
ZB
1839
Zions Bancorporation
Utah
$2.52M -$419K -2,755 -14%
AWM
1840
Aberdeen Wealth Management
Illinois
$2.51M -$41.4K -272 -2%
S
1841
Seeyond
France
$2.51M +$55.9K +367 +2%
CIC
1842
Chilton Investment Company
Connecticut
$2.5M -$196K -1,287 -7%
WA
1843
Wealth Alliance
New York
$2.5M -$350K -2,296 -12%
MPCG
1844
Matrix Private Capital Group
New York
$2.5M +$4.72K +31 +0.2%
SIA
1845
Soltis Investment Advisors
Utah
$2.5M +$188K +1,236 +8%
FWP
1846
Falcon Wealth Planning
California
$2.5M +$11.9K +78 +0.5%
SS
1847
Simplicity Solutions
Minnesota
$2.49M -$13.5M -88,853 -84%
WCM
1848
Weik Capital Management
Pennsylvania
$2.48M -$7.61K -50 -0.3%
FCCM
1849
First City Capital Management
Georgia
$2.47M -$84.7K -538 -3%
Holocene Advisors
1850
Holocene Advisors
New York
$2.47M -$43.3M -284,698 -95%