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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 %
LWAM
2351
Legacy Wealth Asset Management
Minnesota
$1M +$8.98K +59 +0.9%
KFA
2352
Kelleher Financial Advisors
New York
$1M +$152 +1 +0%
FNBOH
2353
First National Bank of Hutchinson
Kansas
$998K +$427K +2,808 +75%
CAM
2354
Concorde Asset Management
Michigan
$997K +$87.4K +554 +10%
SAM
2355
SignalPoint Asset Management
Missouri
$996K +$51K +335 +5%
GFG
2356
Greystone Financial Group
Michigan
$994K -$7.99M -50,428 -89%
QT
2357
Quantamental Technologies
New York
$993K +$993K +6,520 New
RW
2358
REDW Wealth
New Mexico
$990K +$304 +2 +0%
EF
2359
Empowered Funds
Pennsylvania
$988K
PPW
2360
Pasadena Private Wealth
California
$987K +$4.57K +30 +0.5%
MFS
2361
Mirabella Financial Services
United Kingdom
$984K -$13.1M -86,081 -93%
RTS
2362
Round Table Services
New Jersey
$982K +$284K +1,869 +41%
PWAC
2363
Private Wealth Advisors (California)
California
$979K +$17K +112 +2%
HR
2364
Hayden Royal
North Carolina
$978K -$3.2K -21 -0.3%
Members Trust
2365
Members Trust
Florida
$977K -$31.5K -207 -3%
UC
2366
Unio Capital
New Jersey
$976K -$7.31K -48 -0.7%
WA
2367
WealthTrust Axiom
Pennsylvania
$970K +$73K +480 +8%
RP
2368
Riverbridge Partners
Minnesota
$968K +$3.96K +26 +0.4%
CFD
2369
Creative Financial Designs
Indiana
$967K +$165K +1,085 +21%
CSWG
2370
Cardinal Strategic Wealth Guidance
Kentucky
$965K -$4.74K -31 -0.5%
AWA
2371
Alta Wealth Advisors
Massachusetts
$965K +$965K +6,340 New
PWM
2372
PBMares Wealth Management
Virginia
$963K +$217K +1,426 +29%
AI
2373
AXS Investments
New York
$963K +$963K +6,328 New
BCM
2374
Brown Capital Management
Maryland
$962K -$40.2K -264 -4%
PFA
2375
Pathway Financial Advisors
Vermont
$962K +$11.4K +71 +1%