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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 %
GWCM
2026
Godshalk Welsh Capital Management
Pennsylvania
$1.82M +$26.6K +175 +1%
BCA
2027
Berman Capital Advisors
Georgia
$1.82M +$140K +921 +8%
DFA
2028
Delta Financial Advisors
Louisiana
$1.82M +$4.11K +27 +0.2%
MCM
2029
Mainstay Capital Management
Michigan
$1.82M -$69K -453 -4%
HAIM
2030
Hunter Associates Investment Management
Pennsylvania
$1.82M +$282K +1,850 +18%
WCM
2031
Washington Capital Management
Washington
$1.81M -$23.6K -155 -1%
PFWA
2032
Paces Ferry Wealth Advisors
Georgia
$1.81M +$15.4K +101 +0.9%
CCG
2033
Cloverfields Capital Group
Minnesota
$1.81M +$198K +1,302 +12%
BST
2034
Bath Savings Trust
Maine
$1.81M -$15.2K -100 -0.8%
PWAG
2035
Polaris Wealth Advisory Group
California
$1.81M +$139K +891 +8%
KMWM
2036
Keudell/Morrison Wealth Management
Oregon
$1.81M -$198K -1,299 -10%
TC
2037
Trust Company
Kansas
$1.79M -$284K -1,867 -14%
GWA
2038
GGM Wealth Advisors
Maryland
$1.78M +$10K +65 +0.6%
CI
2039
CAZ Investments
Texas
$1.78M -$502K -3,300 -22%
VIA
2040
Vident Investment Advisory
Georgia
$1.77M -$24.7K -162 -1%
VAG
2041
VisionPoint Advisory Group
Texas
$1.77M -$54.1K -355 -3%
PC
2042
Port Capital
Illinois
$1.76M -$854K -5,607 -33%
BCM
2043
Breiter Capital Management
Florida
$1.76M +$72.6K +477 +4%
GSWM
2044
Golden State Wealth Management
California
$1.76M -$276K -1,814 -14%
BCAM
2045
Boston Common Asset Management
Massachusetts
$1.76M -$31.1K -204 -2%
SJIM
2046
St. Johns Investment Management
Florida
$1.76M -$59.4K -390 -3%
HZ
2047
Hixon Zuercher
Ohio
$1.76M +$415K +2,724 +31%
PIA
2048
Perennial Investment Advisors
California
$1.75M -$12K -79 -0.7%
KIC
2049
Kensington Investment Counsel
California
$1.75M +$223K +1,465 +15%
LNWTC
2050
Laird Norton Wetherby Trust Company
Washington
$1.75M +$19.5K +153 +1%