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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 %
UCI
2151
Uncommon Cents Investing
Wisconsin
$1.44M -$106K -695 -7%
SAS
2152
Stelac Advisory Services
New York
$1.43M -$1.18M -7,736 -45%
TIA
2153
Trust Investment Advisors
Indiana
$1.43M -$28.9K -190 -2%
SRC
2154
Sage Rhino Capital
California
$1.43M +$31K +204 +2%
BSI
2155
Bennett Selby Investments
Maine
$1.43M +$152 +1 +0%
GI
2156
GS Investments
Minnesota
$1.43M +$11.4K +75 +0.8%
WCA
2157
Windsor Creek Advisors
Vermont
$1.43M -$987K -6,487 -41%
LWA
2158
Lineweaver Wealth Advisors
Ohio
$1.42M +$178K +1,171 +14%
HBWM
2159
Hollow Brook Wealth Management
New York
$1.42M -$1.67K -11 -0.1%
OPOWM
2160
One Plus One Wealth Management
Florida
$1.42M +$1.42M +9,332 New
RG
2161
Rikoon Group
New Mexico
$1.42M +$32.3K +212 +2%
AAM
2162
Ascension Asset Management
New York
$1.42M +$1.42M +9,304 New
FNBOSM
2163
First National Bank of South Miami
Florida
$1.41M +$51.6K +339 +4%
CS
2164
Capital Square
Tennessee
$1.41M -$69.1K -442 -5%
W
2165
WealthStone
Ohio
$1.41M +$284K +1,865 +25%
FAM
2166
Formidable Asset Management
Ohio
$1.4M +$80.2K +521 +6%
VIM
2167
Vista Investment Management
Pennsylvania
$1.4M -$135K -888 -9%
BDWCC
2168
B&D White Capital Company
Texas
$1.4M +$318K +2,163 +29%
GSBTD
2169
Glenview State Bank Trust Department
Illinois
$1.39M +$6.09K +40 +0.4%
BI
2170
Ballast Inc
Kentucky
$1.39M +$19.2K +126 +1%
EFG
2171
Everhart Financial Group
Ohio
$1.38M +$156K +1,026 +13%
CBT
2172
Central Bank & Trust
Kentucky
$1.38M +$541K +3,552 +65%
CCM
2173
Community Capital Management
Florida
$1.37M
BIA
2174
BHK Investment Advisors
Alabama
$1.37M +$12.7K +100 +0.9%
HFAS
2175
Hummer Financial Advisory Services
Illinois
$1.37M -$6.55K -43 -0.5%