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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 %
HHGA
2376
Halbert Hargrove Global Advisors
California
$961K +$74K +486 +8%
VCM
2377
Vision Capital Management
Oregon
$959K -$7.76K -51 -0.8%
Westfield Capital Management
2378
Westfield Capital Management
Massachusetts
$959K
FFS
2379
Founders Financial Securities
Maryland
$958K +$470K +3,089 +96%
BIA
2380
Bigelow Investment Advisors
Maine
$957K +$112K +733 +13%
BWM
2381
Baystate Wealth Management
Massachusetts
$956K +$110K +723 +13%
TC
2382
Truvestments Capital
Florida
$956K +$158K +1,038 +20%
AWMG
2383
Alliance Wealth Management Group
New Jersey
$954K -$394K -2,589 -29%
WMC
2384
Westwood Management Corporation
Illinois
$953K
AIA
2385
Alera Investment Advisors
Illinois
$951K -$2.89K -19 -0.3%
TFCP
2386
Twin Focus Capital Partners
Massachusetts
$951K +$304 +2 +0%
T
2387
TRUADVICE
Florida
$950K -$220K -1,417 -19%
VHAM
2388
Van Hulzen Asset Management
California
$949K -$648K -4,256 -41%
HWMG
2389
Hurlow Wealth Management Group
Indiana
$948K +$30.4K +200 +3%
PIMG
2390
Patriot Investment Management Group
Tennessee
$946K +$352K +2,312 +59%
RB
2391
Rodgers Brothers
Pennsylvania
$943K
BFG
2392
Bouchey Financial Group
New York
$942K +$150K +985 +19%
SCM
2393
SKBA Capital Management
California
$938K -$63.9K -420 -6%
CAM
2394
Cubic Asset Management
Massachusetts
$936K -$18.3K -120 -2%
CFA
2395
CWS Financial Advisors
Michigan
$933K +$457 +3 +0%
CA
2396
Continuum Advisory
Idaho
$930K -$68.9K -453 -7%
SFM
2397
Systematic Financial Management
New Jersey
$925K
WCM
2398
Wedge Capital Management
North Carolina
$925K +$14.6K +96 +2%
JHCP
2399
Jackson Hole Capital Partners
Oklahoma
$921K +$5.02K +33 +0.5%
NFG
2400
Nadler Financial Group
Illinois
$921K +$59.7K +392 +7%