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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 %
PCP
2051
Proficio Capital Partners
Massachusetts
$1.75M +$467K +3,095 +36%
MCA
2052
Mercer Capital Advisers
New Jersey
$1.75M
BWP
2053
BSW Wealth Partners
Colorado
$1.73M -$226K -1,484 -12%
CL
2054
Choreo LLC
Illinois
$1.73M +$115K +756 +7%
EP
2055
Edgestream Partners
New Jersey
$1.73M -$1.01M -6,615 -37%
AA
2056
Auxano Advisors
Washington
$1.72M +$5.33K +35 +0.3%
FQ
2057
First Quadrant
California
$1.72M
PB
2058
Pinnacle Bancorp
Nebraska
$1.72M -$913 -6 -0.1%
CG
2059
Castellan Group
Kentucky
$1.71M
AWA
2060
Acorn Wealth Advisors
Michigan
$1.71M -$8.07K -53 -0.5%
DAC
2061
Dividend Assets Capital
South Carolina
$1.71M -$18.3K -120 -1%
AIM
2062
Aigen Investment Management
New York
$1.71M +$1.71M +11,216 New
OCG
2063
Opus Capital Group
Ohio
$1.71M -$247K -1,622 -13%
PFGIA
2064
Patriot Financial Group Insurance Agency
Massachusetts
$1.7M -$340K -2,230 -17%
W
2065
Wealthquest
Ohio
$1.7M +$205K +1,345 +14%
HPWM
2066
Highland Private Wealth Management
Washington
$1.69M -$24.2K -159 -1%
BB
2067
Bell Bank
North Dakota
$1.69M +$86.9K +571 +5%
BCP
2068
Blackhawk Capital Partners
Wisconsin
$1.69M -$117K -922 -6%
CPIA
2069
Cornell Pochily Investment Advisors
New York
$1.69M -$122K -801 -7%
CAM
2070
Cacti Asset Management
Georgia
$1.69M
DHFB
2071
Dixon Hubard Feinour & Brown
Virginia
$1.69M +$836K +6,737 +98%
VCM
2072
Versant Capital Management
Arizona
$1.68M -$152K -1,000 -8%
CAM
2073
Cidel Asset Management
Ontario, Canada
$1.67M -$81K -532 -5%
MTIM
2074
Marathon Trading Investment Management
Pennsylvania
$1.67M -$1.28M -8,400 -43%
UH
2075
Unigestion Holding
Switzerland
$1.67M +$530K +3,483 +47%