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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 %
BCM
1951
Brooktree Capital Management
Michigan
$2.1M -$275K -1,808 -12%
HPCM
1952
High Pointe Capital Management
Illinois
$2.1M
STA
1953
Summit Trail Advisors
New York
$2.09M +$102K +671 +5%
PMFA
1954
Plante Moran Financial Advisors
Michigan
$2.09M +$561K +3,684 +37%
CIM
1955
CIM Investment Management
Pennsylvania
$2.09M -$253K -1,665 -11%
CQS
1956
Credential Qtrade Securities
$2.09M -$11.1K -73 -0.5%
HBT
1957
Heartland Bank & Trust
Illinois
$2.09M -$55.4K -364 -3%
VC
1958
Veracity Capital
Georgia
$2.08M +$3.33K +246 +0.2%
DI
1959
DAGCO Inc
Ohio
$2.08M +$111K +730 +6%
KLWA
1960
Kelly Lawrence W & Associates
California
$2.07M +$1.08M +7,100 +109%
TNA
1961
True North Advisors
Texas
$2.07M
JWM
1962
Jeppson Wealth Management
California
$2.07M -$261K -1,715 -11%
MWM
1963
Mattern Wealth Management
Kansas
$2.07M -$481K -3,158 -19%
HFP
1964
Holistic Financial Partners
Indiana
$2.07M -$181K -1,186 -8%
AFC
1965
AFT Forsyth & Company
Florida
$2.07M +$95.9K +630 +5%
PBO
1966
Peoples Bank (Ohio)
Ohio
$2.06M +$169K +1,108 +9%
LC
1967
LCNB Corp
Ohio
$2.05M -$38.5K -253 -2%
GA
1968
GFS Advisors
Texas
$2.05M -$12.2K -80 -0.6%
TWI
1969
Thomas White International
Illinois
$2.05M -$600K -3,940 -23%
BA
1970
Bluesphere Advisors
Pennsylvania
$2.04M +$3.81K +25 +0.2%
PFM
1971
Phillips Financial Management
Indiana
$2.03M +$5.94K +39 +0.3%
SW
1972
StrongBox Wealth
Missouri
$2.03M -$60.7K -399 -3%
VWM
1973
Venturi Wealth Management
Texas
$2.03M +$2.03M +13,322 New
AFS
1974
Aft Forsyth & Sober
Florida
$2.02M +$1.41M +9,250 +231%
SFSIG
1975
San Francisco Sentry Investment Group
California
$2.01M +$52.5K +345 +3%