JPM icon

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 %
SCM
1851
Seascape Capital Management
New Hampshire
$2.47M -$174K -1,143 -7%
LM
1852
Lincluden Management
Ontario, Canada
$2.47M -$123K -805 -5%
DTC
1853
Davidson Trust Company
Washington
$2.45M -$13.2K -87 -0.5%
HCM
1854
Hodges Capital Management
Texas
$2.45M -$230K -1,509 -9%
SCA
1855
Strategic Capital Advisers
Colorado
$2.44M -$162K -1,066 -6%
BEC
1856
Blue Edge Capital
Virginia
$2.44M +$2.13K +14 +0.1%
KWA
1857
KCS Wealth Advisory
California
$2.44M +$159K +1,042 +7%
CA
1858
Cornerstone Advisory
Maryland
$2.44M -$98.5K -647 -4%
MIM
1859
Moseley Investment Management
Florida
$2.44M +$17.1K +112 +0.7%
STC
1860
Sarah T. Connolly
$2.43M -$182K -1,197 -7%
RDFA
1861
Ritter Daniher Financial Advisory
Ohio
$2.43M +$457 +3 +0%
HH
1862
HWG Holdings
Texas
$2.43M -$585K -3,843 -19%
SG
1863
StoneX Group
New York
$2.43M +$71.7K +471 +3%
RWM
1864
RKL Wealth Management
Pennsylvania
$2.42M -$101K -665 -4%
TI
1865
Trexquant Investment
Connecticut
$2.42M +$2.42M +15,926 New
DC
1866
DeDora Capital
California
$2.42M +$57.1K +375 +2%
RF
1867
Rollins Financial
Georgia
$2.41M +$37.9K +249 +2%
FANJ
1868
Financial Architects (New Jersey)
New Jersey
$2.41M -$5.48K -36 -0.2%
PWA
1869
Providence Wealth Advisors
Illinois
$2.41M +$31.5K +207 +1%
TLCM
1870
Twin Lakes Capital Management
California
$2.4M -$7.16K -47 -0.3%
HCCM
1871
Hudson Canyon Capital Management
New York
$2.4M -$195K -1,282 -8%
GPFA
1872
Game Plan Financial Advisors
Ohio
$2.39M
Jacobs Levy Equity Management
1873
Jacobs Levy Equity Management
New Jersey
$2.39M +$1.32M +8,670 +123%
NCM
1874
Neumann Capital Management
California
$2.39M
IFWM
1875
Institute for Wealth Management
Colorado
$2.39M -$122K -804 -5%