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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 %
PIA
2176
Pinion Investment Advisors
Kansas
$1.37M +$100K +659 +8%
CVM
2177
Cheviot Value Management
California
$1.36M +$247K +1,623 +22%
QWM
2178
QP Wealth Management
New Jersey
$1.36M +$2.28K +15 +0.2%
RWP
2179
Ridgecrest Wealth Partners
California
$1.36M +$1.36M +8,901 New
FPCP
2180
Fort Point Capital Partners
California
$1.35M
CAL
2181
Capital Advisors Ltd
Ohio
$1.35M
WW
2182
Westshore Wealth
California
$1.35M +$1.35M +8,856 New
CG
2183
Clarus Group
Texas
$1.35M
VCM
2184
Virtue Capital Management
Tennessee
$1.35M -$517K -3,399 -28%
ACM
2185
Ayrshire Capital Management
Connecticut
$1.34M +$83K +545 +7%
GHAM
2186
Gilman Hill Asset Management
Connecticut
$1.34M +$263K +1,726 +24%
PFS
2187
Physicians Financial Services
North Carolina
$1.34M +$193K +1,270 +17%
PFC
2188
Phocas Financial Corp
California
$1.33M +$71.3K +468 +6%
THWM
2189
Taylor Hoffman Wealth Management
Virginia
$1.33M +$152 +1 +0%
CWP
2190
Concord Wealth Partners
Virginia
$1.33M +$677K +4,447 +103%
AFG
2191
Alterity Financial Group
Maine
$1.33M +$1.33M +9,749 New
WDL
2192
Well Done LLC
Michigan
$1.33M +$55.7K +366 +4%
PK
2193
Pflug Koory
Nebraska
$1.32M +$12.2K +80 +0.9%
LJHT
2194
Laurie J. Hall Trustee
$1.32M -$128K -837 -9%
MA
2195
MJP Associates
Connecticut
$1.32M +$17.8K +117 +1%
SM
2196
Salzhauer Michael
$1.32M
WDC
2197
Woodward Diversified Capital
California
$1.31M -$15.1K -99 -1%
UFF
2198
USA Financial Formulas
Michigan
$1.31M +$1.3M +8,574 +40,829%
TGAM
2199
TBH Global Asset Management
Tennessee
$1.3M +$609 +4 +0%
OFS
2200
Orrstown Financial Services
Pennsylvania
$1.3M -$75.6K -492 -6%