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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 %
OL
1901
Optas LLC
Texas
$2.28M -$618K -4,059 -21%
RIA
1902
Realta Investment Advisors
Delaware
$2.27M +$183K +1,201 +9%
MCM
1903
Maltese Capital Management
New York
$2.27M +$2.27M +14,906 New
CWM
1904
Cornerstone Wealth Management
Missouri
$2.26M -$27.6K -181 -1%
PIM
1905
Perpetual Investment Management
Australia
$2.26M +$9.11K +60 +0.4%
SCP
1906
Sandhill Capital Partners
New York
$2.25M -$25.6M -167,960 -92%
BMC
1907
Benin Management Corp
Connecticut
$2.24M -$518K -3,400 -19%
CA
1908
Calton & Associates
Florida
$2.23M +$248K +2,184 +13%
EWM
1909
EPG Wealth Management
Georgia
$2.23M +$141K +923 +7%
FIM
1910
Freedom Investment Management
Connecticut
$2.22M -$23.9K -157 -1%
PWPS
1911
Pinnacle Wealth Planning Services
Ohio
$2.21M +$323K +2,119 +17%
MWM
1912
Minot Wealth Management
Massachusetts
$2.21M +$731K +4,800 +50%
AIC
1913
Ayalon Insurance Company
Israel
$2.21M -$128K -831 -5%
FFG
1914
Fortem Financial Group
California
$2.2M -$14K -92 -0.6%
HFG
1915
Heron Financial Group
New York
$2.2M +$1.54K +10 +0.1%
GG
1916
Gleason Group
Kentucky
$2.2M +$30.4K +200 +1%
HCM
1917
Highlander Capital Management
New Jersey
$2.19M +$76.1K +500 +4%
WWM
1918
Wolff Wiese Magana
California
$2.19M +$82.2K +540 +4%
SDWIA
1919
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.18M +$62K +407 +3%
WAM
1920
Weatherly Asset Management
California
$2.16M
IF
1921
Ironwood Financial
Arizona
$2.16M +$232K +1,525 +12%
WWM
1922
Windsor Wealth Management
Indiana
$2.16M +$185K +1,218 +9%
CBT
1923
CoreFirst Bank & Trust
Kansas
$2.15M -$1.68K -11 -0.1%
IF
1924
Intrua Financial
Texas
$2.15M +$184K +1,216 +9%
VCAM
1925
Van Cleef Asset Management
Ohio
$2.15M -$44.8K -294 -2%