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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 %
MA
2001
MCF Advisors
Kentucky
$1.9M +$99.2K +652 +5%
WI
2002
WBI Investments
New Jersey
$1.9M +$1.9M +12,495 New
MIAS
2003
Mason Investment Advisory Services
Virginia
$1.9M
AC
2004
Avestar Capital
New York
$1.9M -$87.7K -576 -4%
NO
2005
Ninety One
South Africa
$1.9M -$116K -758 -6%
NFG
2006
Northeast Financial Group
Pennsylvania
$1.9M +$893K +5,866 +89%
DA
2007
Doliver Advisors
Texas
$1.9M +$152K +998 +9%
Two Sigma Investments
2008
Two Sigma Investments
New York
$1.89M -$9.9M -65,037 -84%
LOIM
2009
Liberty One Investment Management
Illinois
$1.89M +$25.1K +165 +1%
RCA
2010
Ranch Capital Advisors
Florida
$1.89M +$19K +125 +1%
SXL
2011
Summit X LLC
Missouri
$1.89M -$4.87K -32 -0.3%
ACM
2012
Ategra Capital Management
Virginia
$1.88M +$58.5K +384 +3%
CHJWM
2013
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.86M -$114K -751 -6%
IDBONY
2014
Israel Discount Bank of New York
New York
$1.86M -$18.9K -124 -1%
SN
2015
Sittner & Nelson
Oregon
$1.85M +$53.8K +353 +3%
Assenagon Asset Management
2016
Assenagon Asset Management
Luxembourg
$1.85M +$1.44M +9,458 +352%
USGIU
2017
U.S. Global Investors (USGI)
Texas
$1.85M +$1.85M +12,144 New
WI
2018
WrapManager Inc
California
$1.85M -$241K -1,584 -12%
LFF
2019
Level Four Financial
Texas
$1.84M -$82.5K -542 -4%
MSFS
2020
Main Street Financial Solutions
Pennsylvania
$1.84M -$33.8K -222 -2%
CCC
2021
Crescent Capital Consulting
Louisiana
$1.83M +$124K +812 +7%
CCM
2022
CAAS Capital Management
New York
$1.83M -$2.33M -15,309 -56%
BWL
2023
Bogart Wealth LLC
Virginia
$1.82M +$390K +2,563 +27%
CASB
2024
Cape Ann Savings Bank
Massachusetts
$1.82M -$117K -767 -6%
CGA
2025
Crescent Grove Advisors
Illinois
$1.82M +$29.8K +196 +2%