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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 %
BHTS
2076
Bar Harbor Trust Services
Maine
$1.67M +$201K +1,323 +14%
ACS
2077
Archford Capital Strategies
Illinois
$1.66M -$1.83M -12,019 -52%
CSM
2078
CAMG Solamere Management
North Carolina
$1.66M -$516K -3,391 -24%
EAM
2079
Evanson Asset Management
California
$1.66M +$17.8K +117 +1%
EBSAM
2080
Eubel Brady & Suttman Asset Management
Ohio
$1.66M +$1M +6,569 +153%
BWM
2081
BerganKDV Wealth Management
Minnesota
$1.65M -$125K -823 -7%
PCG
2082
Private Capital Group
Connecticut
$1.64M -$849K -5,579 -34%
IWS
2083
Insight Wealth Strategies
California
$1.64M +$479K +3,143 +41%
SIM
2084
SSI Investment Management
California
$1.63M -$609 -4 -0%
OIM
2085
Orca Investment Management
Oregon
$1.63M -$48.9K -321 -3%
HA
2086
HC Advisors
Georgia
$1.63M +$1.17M +7,673 +253%
WWM
2087
WT Wealth Management
Arizona
$1.63M +$1.28M +8,419 +369%
CCA
2088
Childress Capital Advisors
Texas
$1.63M +$555K +3,647 +52%
FDS
2089
First Dallas Securities
Texas
$1.63M -$57.7K -379 -3%
Eagle Capital Management (New York)
2090
Eagle Capital Management (New York)
New York
$1.63M
SFG
2091
Summit Financial Group
West Virginia
$1.63M +$90.6K +595 +6%
WP
2092
WealthShield Partners
North Carolina
$1.62M -$1.31M -8,609 -45%
JFA
2093
JNBA Financial Advisors
Minnesota
$1.62M +$62.6K +411 +4%
WCM
2094
WealthBridge Capital Management
Ohio
$1.61M +$20.6K +135 +1%
ACM
2095
Allred Capital Management
Texas
$1.61M +$47.8K +314 +3%
TCB
2096
Texas Capital Bancshares
Texas
$1.61M +$766K +5,034 +91%
CFG
2097
CKW Financial Group
Hawaii
$1.61M -$7.61K -50 -0.5%
PFA
2098
Paradigm Financial Advisors
Missouri
$1.61M -$66.8K -439 -4%
CWS
2099
Cypress Wealth Services
California
$1.6M -$151K -994 -9%
CPA
2100
Clear Perspective Advisors
Illinois
$1.6M +$72.3K +475 +5%