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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 %
HI
1926
HBK Investments
Texas
$2.15M +$2.15M +14,115 New
BSAM
1927
Blue Square Asset Management
New York
$2.14M +$297K +1,950 +16%
SWA
1928
SFMG Wealth Advisors
Texas
$2.14M -$20.2K -133 -0.9%
WA
1929
Wambolt & Associates
Colorado
$2.14M +$283K +1,844 +15%
FCA
1930
FinTrust Capital Advisors
South Carolina
$2.14M +$187K +1,226 +10%
SFS
1931
Solitude Financial Services
Virginia
$2.14M -$1.42M -9,294 -40%
TP
1932
Tranquility Partners
Tennessee
$2.13M +$19.6K +129 +0.9%
LCAM
1933
London & Capital Asset Management
United Kingdom
$2.13M -$520K -3,413 -20%
GC
1934
Guardian Capital
Ontario, Canada
$2.13M -$304K -2,000 -12%
CAIMH
1935
Central Asset Investments & Management Holdings
Hong Kong
$2.13M +$2.13M +14,010 New
LF
1936
LifeSteps Financial
California
$2.13M +$190K +1,248 +10%
CWA
1937
Clarity Wealth Advisors
California
$2.13M -$106K -698 -5%
JDR
1938
Jay D. Rosenbaum
$2.13M
PWM
1939
Palumbo Wealth Management
New York
$2.13M +$716K +4,705 +51%
DI
1940
DFPG Investments
Utah
$2.13M +$41.8K +272 +2%
REMPR
1941
Roof Eidam Maycock Peralta (REMP)
California
$2.13M +$1.14M +7,495 +116%
PH
1942
Pinnacle Holdings
Oklahoma
$2.12M -$4.26K -28 -0.2%
CIM
1943
Cambria Investment Management
California
$2.12M +$1.26M +8,292 +147%
AC
1944
Asio Capital
Kentucky
$2.12M -$1.08M -7,063 -34%
Arrowstreet Capital
1945
Arrowstreet Capital
Massachusetts
$2.12M +$2.12M +13,900 New
BWM
1946
BigSur Wealth Management
Florida
$2.12M +$17.4K +114 +0.8%
AI
1947
Accredited Investors
Minnesota
$2.11M -$59.7K -392 -3%
MWM
1948
Midwest Wealth Management
Indiana
$2.11M +$135K +886 +7%
CA
1949
Corrado Advisors
New Jersey
$2.11M -$109K -713 -5%
WPC
1950
White Pine Capital
Minnesota
$2.1M +$45.7K +300 +2%