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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 %
DWM
2201
Defined Wealth Management
Oregon
$1.3M
OBGC
2202
O'Brien Greene & Co
Pennsylvania
$1.3M -$152K -1,000 -11%
FRA
2203
Front Row Advisors
California
$1.29M +$128K +840 +11%
FNBTCON
2204
First National Bank & Trust Co of Newtown
Pennsylvania
$1.29M -$79.2K -520 -6%
TF
2205
TLWM Financial
Texas
$1.29M +$49.1K +322 +4%
RG
2206
Renaissance Group
Kentucky
$1.28M +$57.1K +375 +5%
KP
2207
Keel Point
Alabama
$1.28M -$270K -1,771 -17%
AFS
2208
Axiom Financial Strategies
Indiana
$1.28M +$8.22K +54 +0.6%
HTHT
2209
Hemenway Trust Hemenway Trust
New Hampshire
$1.27M -$59.2K -389 -4%
LCM
2210
LVM Capital Management
Michigan
$1.27M +$9.74K +64 +0.8%
SC
2211
Searle & Co
Connecticut
$1.27M
WA
2212
Waverly Advisors
Alabama
$1.27M +$74.9K +466 +6%
NCM
2213
Northside Capital Management
Oregon
$1.27M -$869K -5,707 -41%
BL
2214
Balentine LLC
Georgia
$1.27M +$78.7K +517 +7%
BOS
2215
Bingham Osborn & Scarborough
California
$1.27M +$46.4K +305 +4%
SHWM
2216
Silicon Hills Wealth Management
Texas
$1.27M
RB
2217
Renasant Bank
Mississippi
$1.27M +$27.1K +178 +2%
COCM
2218
Charter Oak Capital Management
New Hampshire
$1.26M +$2.28K +15 +0.2%
MWM
2219
Maltin Wealth Management
New Jersey
$1.26M +$385K +2,529 +44%
HFS
2220
Howard Financial Services
Texas
$1.26M -$63.5K -417 -5%
SIA
2221
Strategic Investment Advisors
Michigan
$1.25M -$42.5K -279 -3%
OIS
2222
Okabena Investment Services
Minnesota
$1.25M -$104K -683 -8%
CG
2223
CFO4Life Group
Texas
$1.25M -$213K -1,398 -15%
KTA
2224
Keeley-Teton Advisors
Illinois
$1.25M -$6.55K -43 -0.5%
DGHMC
2225
Dalton, Greiner, Hartman, Maher & Co
New York
$1.24M -$571K -3,748 -31%