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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 %
BWM
1976
BCGM Wealth Management
Indiana
$2M +$157K +1,049 +8%
CCG
1977
Chatham Capital Group
Georgia
$2M -$7.61K -50 -0.4%
SB
1978
Sunflower Bank
Texas
$2M -$53.7K -353 -3%
MAM
1979
Mastrapasqua Asset Management
Tennessee
$2M +$351K +2,305 +21%
SFO
1980
Standard Family Office
South Dakota
$1.99M -$84.5K -555 -4%
LWMM
1981
Legacy Wealth Management (Mississippi)
Mississippi
$1.99M +$34.3K +225 +2%
BA
1982
Birinyi Associates
Connecticut
$1.98M
FMT
1983
First Mercantile Trust
Tennessee
$1.98M -$256K -1,681 -11%
GFP
1984
Gryphon Financial Partners
Ohio
$1.97M -$55.4K -364 -3%
AFP
1985
Ausdal Financial Partners
Iowa
$1.97M +$267K +1,756 +16%
WCM
1986
Windsor Capital Management
Arizona
$1.95M -$21.9K -144 -1%
AWC
1987
Abundance Wealth Counselors
Pennsylvania
$1.95M +$94.5K +621 +5%
KA
1988
KLCM Advisors
Wisconsin
$1.95M -$7.62M -50,070 -80%
PPP
1989
Private Portfolio Partners
New Jersey
$1.94M +$440K +2,893 +29%
HIC
1990
Hartline Investment Corp
Illinois
$1.94M +$12.2K +80 +0.6%
SC
1991
Saturna Capital
Washington
$1.94M +$1.41M +9,250 +264%
6F
1992
626 Financial
Michigan
$1.94M +$1.94M +14,241 New
SWM
1993
Sculati Wealth Management
Michigan
$1.94M -$23.6K -155 -1%
CI
1994
CX Institutional
Indiana
$1.93M -$3.2M -21,051 -62%
UIA
1995
UBP Investment Advisors
Switzerland
$1.93M +$130K +853 +7%
LA
1996
LexAurum Advisors
Kansas
$1.93M +$6.7K +44 +0.3%
CIM
1997
Chapman Investment Management
California
$1.93M -$21.5K -141 -1%
SCG
1998
Sonata Capital Group
Washington
$1.92M +$7.61K +50 +0.4%
TVAMP
1999
Tennessee Valley Asset Management Partners
Tennessee
$1.92M -$55.1K -362 -3%
MCCP
2000
Mission Creek Capital Partners
California
$1.91M -$46.4K -305 -2%