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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 %
Kayne Anderson Rudnick Investment Management
2126
Kayne Anderson Rudnick Investment Management
California
$1.51M +$28.6K +188 +2%
OAM
2127
Optimal Asset Management
California
$1.5M -$472K -3,100 -24%
HWMA
2128
Heritage Wealth Management (Arizona)
Arizona
$1.5M +$1.5M +9,865 New
CP
2129
Covenant Partners
Tennessee
$1.5M +$1.5M +9,837 New
MAWCM
2130
Mine & Arao Wealth Creation & Management
California
$1.49M -$5.02K -33 -0.3%
FPGK
2131
Financial Partners Group (Kansas)
Kansas
$1.49M +$54.8K +360 +4%
FBT
2132
First Bank & Trust
South Dakota
$1.49M -$21.8K -143 -1%
BAM
2133
Burgundy Asset Management
Ontario, Canada
$1.49M -$1.49M -9,761 -50%
TAIM
2134
TD Ameritrade Investment Management
Nebraska
$1.49M
IIM
2135
InTrack Investment Management
Vermont
$1.48M -$5.94K -39 -0.4%
VSWA
2136
Vontobel Swiss Wealth Advisors
Switzerland
$1.48M -$499K -3,276 -25%
BHBT
2137
Burke & Herbert Bank & Trust
Virginia
$1.48M -$7K -46 -0.5%
PAM
2138
Premier Asset Management
Illinois
$1.46M +$244K +1,602 +20%
FWP
2139
FAS Wealth Partners
Kansas
$1.46M +$77.3K +508 +6%
TAM
2140
Trillium Asset Management
Massachusetts
$1.46M -$14K -92 -1%
COF
2141
Capital One Financial
Virginia
$1.46M -$266K -1,749 -15%
BFO
2142
Biltmore Family Office
North Carolina
$1.46M
PC
2143
PhiloSmith Capital
Connecticut
$1.45M
JF
2144
JSF Financial
California
$1.45M -$40.9K -269 -3%
OCM
2145
Orion Capital Management
California
$1.45M
TCWM
2146
Total Clarity Wealth Management
Illinois
$1.45M -$14K -92 -1%
HR
2147
Hardy Reed
Mississippi
$1.45M -$3.81K -25 -0.3%
CIA
2148
Citadel Investment Advisory
Ohio
$1.45M
PWMG
2149
Prestige Wealth Management Group
New Jersey
$1.44M +$242K +1,592 +20%
CSPIA
2150
Cary Street Partners Investment Advisory
Virginia
$1.44M -$2.46M -16,191 -63%