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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 %
CAM
1876
Covenant Asset Management
New Jersey
$2.39M +$208K +1,368 +10%
BFA
1877
Benedict Financial Advisors
Georgia
$2.39M +$2.39M +15,675 New
BSA
1878
Bull Street Advisors
Georgia
$2.38M +$20.2K +133 +0.9%
SWIG
1879
Strategic Wealth Investment Group
Kentucky
$2.37M +$186K +1,220 +8%
SB
1880
Strategic Blueprint
Georgia
$2.37M +$319K +2,094 +16%
MFG
1881
Monte Financial Group
Connecticut
$2.37M -$35.5K -233 -1%
RTC
1882
Riverview Trust Company
Washington
$2.37M -$45.8K -301 -2%
LAM
1883
L2 Asset Management
Massachusetts
$2.36M -$181K -1,188 -7%
OAM
1884
Oak Asset Management
California
$2.36M -$102K -673 -4%
KF
1885
Krilogy Financial
Missouri
$2.36M +$106K +699 +5%
DMK
1886
David M. Knott
$2.36M -$685K -4,500 -23%
IIC
1887
Ironwood Investment Counsel
Arizona
$2.35M -$274K -1,802 -10%
TI
1888
Tidal Investments
Wisconsin
$2.35M +$388K +2,546 +20%
CBFP
1889
Cedar Brook Financial Partners
Ohio
$2.35M -$110K -720 -4%
FA
1890
Fiducient Advisors
Illinois
$2.33M +$13.9K +91 +0.6%
CRCM
1891
Crystal Rock Capital Management
Illinois
$2.32M +$438K +2,875 +23%
LIM
1892
Longfellow Investment Management
Massachusetts
$2.31M -$344K -2,261 -13%
ATPW
1893
Ashton Thomas Private Wealth
Arizona
$2.31M -$167K -1,095 -7%
PP
1894
Professional Planning
California
$2.31M -$242K -1,590 -9%
IC
1895
Inscription Capital
Texas
$2.3M +$193K +1,265 +9%
TWA
1896
TCI Wealth Advisors
Arizona
$2.3M -$230K -1,509 -9%
CB
1897
Cadence Bank
Mississippi
$2.3M -$112K -737 -5%
KS
1898
Karpas Strategies
Connecticut
$2.3M -$57.7K -379 -2%
SG
1899
Stonnington Group
California
$2.29M +$2.29M +14,535 New
PIG
1900
Pantheon Investment Group
California
$2.29M -$73.4K -482 -3%