JPM icon

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 %
PCM
2101
Pointe Capital Management
Michigan
$1.6M -$27.3K -179 -2%
RHP
2102
Royal Harbor Partners
Texas
$1.59M +$144K +943 +10%
AIP
2103
Ahrens Investment Partners
Louisiana
$1.59M +$8.83K +58 +0.6%
RBFC
2104
Roman Butler Fullerton & Co
Missouri
$1.59M -$50.7K -333 -3%
HWM
2105
Hemington Wealth Management
Virginia
$1.59M +$604K +3,968 +61%
OAM
2106
Occidental Asset Management
California
$1.58M +$123K +809 +8%
GWM
2107
Greenwich Wealth Management
Connecticut
$1.58M -$123K -805 -7%
WAG
2108
Winthrop Advisory Group
Massachusetts
$1.58M +$63.3K +416 +4%
AIM
2109
Allen Investment Management
New York
$1.58M -$48.6K -319 -3%
WIA
2110
Westbourne Investment Advisors
Maryland
$1.57M -$106K -695 -6%
RHAM
2111
Round Hill Asset Management
California
$1.57M -$7.01K -46 -0.4%
LWM
2112
Lionsbridge Wealth Management
Florida
$1.56M +$35.9K +236 +2%
NHC
2113
Nicholas Hoffman & Company
Georgia
$1.56M -$56.8K -373 -4%
CA
2114
CapWealth Advisors
Tennessee
$1.55M -$10.5M -69,155 -87%
I
2115
INVST
Indiana
$1.55M +$146K +948 +10%
OIM
2116
Oder Investment Management
California
$1.55M -$477K -3,131 -24%
FFC
2117
First Financial Corp
Indiana
$1.54M -$131K -860 -8%
NEWAS
2118
N.E.W. Advisory Services
Wisconsin
$1.54M +$110K +713 +8%
EWM
2119
Elmwood Wealth Management
California
$1.53M +$1.53M +10,060 New
MFW
2120
Meristem Family Wealth
Minnesota
$1.53M +$1.07K +7 +0.1%
TA
2121
Townsend & Associates
Colorado
$1.53M +$1.53M +10,019 New
HP
2122
Holowesko Partners
Bahamas
$1.52M -$609K -4,000 -29%
MWM
2123
Modera Wealth Management
New Jersey
$1.52M -$16.9K -111 -1%
TCM
2124
Towercrest Capital Management
Pennsylvania
$1.51M -$394K -2,589 -21%
C
2125
Certuity
Florida
$1.51M +$141K +925 +10%