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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 %
FFA
2401
Freedman Financial Associates
Massachusetts
$918K -$26.6K -175 -3%
LC
2402
Lindbrook Capital
California
$918K +$58.6K +385 +7%
CRWM
2403
Castle Rock Wealth Management
California
$917K +$29.3K +199 +3%
AWG
2404
Altus Wealth Group
Colorado
$917K +$62.7K +403 +7%
ICM
2405
IMS Capital Management
Oregon
$916K -$1.07M -7,002 -54%
AFG
2406
Allegheny Financial Group
Pennsylvania
$916K -$14.6K -96 -2%
UM
2407
Ulysses Management
New York
$913K -$2.13M -14,000 -70%
MS
2408
Madden Securities
Texas
$913K -$12.2K -80 -1%
RCG
2409
Rock Creek Group
District of Columbia
$912K -$1.58M -10,402 -63%
WWM
2410
Wagner Wealth Management
South Carolina
$911K +$20.1K +132 +2%
FIA
2411
Foundations Investment Advisors
Arizona
$911K +$187K +1,209 +26%
EA
2412
Emerald Advisors
Washington
$908K +$9.59K +63 +1%
SFA
2413
Semmax Financial Advisors
North Carolina
$903K +$143K +941 +19%
MHIC
2414
Marble Harbor Investment Counsel
Massachusetts
$901K
CRI
2415
Colonial River Investments
Virginia
$900K -$391K -2,569 -30%
RWA
2416
RGT Wealth Advisors
Texas
$899K -$232K -1,524 -21%
WFC
2417
Western Financial Corp
California
$898K -$761 -5 -0.1%
FA
2418
Faithward Advisors
Pennsylvania
$898K +$107K +700 +13%
CCM
2419
Crew Capital Management
Ohio
$898K +$898K +5,900 New
MWP
2420
Moller Wealth Partners
$895K -$1.02M -6,684 -53%
RHBC
2421
R.H. Bluestein & Co
Michigan
$895K +$274K +1,800 +44%
TFM
2422
TFC Financial Management
Massachusetts
$893K -$67.9K -446 -7%
BDF
2423
Black Diamond Financial
Maryland
$891K
BAM
2424
Bellevue Asset Management
Washington
$890K +$15.4K +101 +2%
FFG
2425
Fullen Financial Group
Ohio
$889K -$105K -687 -11%