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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 %
PL
2251
Plancorp LLC
Missouri
$1.18M -$124K -812 -9%
PRWA
2252
Platte River Wealth Advisors
Colorado
$1.18M +$7.76K +50 +0.7%
MSS
2253
Mitchell Sinkler & Starr
Pennsylvania
$1.18M +$83.8K +550 +8%
WA
2254
Wealth Architects
California
$1.18M +$11.7K +77 +1%
ICP
2255
Interchange Capital Partners
Pennsylvania
$1.17M +$157K +935 +15%
IF
2256
IRON Financial
Illinois
$1.17M -$147K -968 -11%
TCPWM
2257
Traverso Chambers Private Wealth Management
California
$1.17M +$16.7K +110 +1%
FWM
2258
Focused Wealth Management
New York
$1.17M +$22.1K +145 +2%
CAM
2259
Cozad Asset Management
Illinois
$1.17M +$128K +844 +12%
SPP
2260
Single Point Partners
Massachusetts
$1.16M +$79.5K +517 +7%
SCP
2261
Syntal Capital Partners
Texas
$1.16M +$1.16M +7,613 New
CMO
2262
Covenant Multifamily Offices
Texas
$1.16M +$841K +5,527 +267%
RIM
2263
Redwood Investment Management
Arizona
$1.16M +$460K +3,025 +66%
CFG
2264
Cooper Financial Group
California
$1.15M -$265K -1,739 -19%
MG
2265
Mather Group
Illinois
$1.15M +$161K +1,055 +16%
HFA
2266
High Falls Advisors
New York
$1.15M +$2.28K +15 +0.2%
PWM
2267
Paulson Wealth Management
Illinois
$1.15M +$124K +816 +12%
PMA
2268
Prudent Man Advisors
Illinois
$1.14M +$43.5K +286 +4%
FNBSF
2269
First National Bank Sioux Falls
South Dakota
$1.14M +$18.1K +119 +2%
EM
2270
ELCO Management
New York
$1.14M +$457 +3 +0%
CHA
2271
Carmichael Hill & Associates
Maryland
$1.14M +$152 +1 +0%
LIM
2272
Loudon Investment Management
New Hampshire
$1.13M +$1.13M +7,450 New
BFA
2273
Beacon Financial Advisory
Ohio
$1.13M -$333K -2,189 -23%
AWM
2274
AllSquare Wealth Management
New York
$1.13M -$3.04K -20 -0.3%
SMH
2275
Sanders Morris Harris
Texas
$1.12M -$3.41M -22,008 -75%