JPM icon

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 %
HCP
2426
Hexagon Capital Partners
Arkansas
$884K -$187K -1,228 -17%
Cohen & Steers
2427
Cohen & Steers
New York
$884K -$44.1K -290 -5%
SQA
2428
Simon Quick Advisors
New Jersey
$883K +$64.4K +423 +8%
Financial Engines Advisors
2429
Financial Engines Advisors
California
$882K -$52.8K -347 -6%
CAM
2430
Campion Asset Management
Virginia
$881K +$881K +5,785 New
IHL
2431
Investment House LLC
California
$879K -$2.73M -17,950 -76%
FWM
2432
Foresight Wealth Management
Utah
$878K +$220K +1,444 +33%
NFP
2433
Narus Financial Partners
Utah
$875K +$875K +5,747 New
LC
2434
Landaas & Company
Wisconsin
$874K +$580K +3,814 +198%
OR
2435
Olympiad Research
Connecticut
$873K -$37.9K -249 -4%
SFS
2436
Summit Financial Strategies
Ohio
$871K -$11.7K -77 -1%
DWM
2437
Darwin Wealth Management
Florida
$871K -$7K -46 -0.8%
FMI
2438
F/M Investments
District of Columbia
$869K -$4.57K -30 -0.5%
HCM
2439
Horiko Capital Management
New York
$868K
TCM
2440
Tuttle Capital Management
Connecticut
$868K +$868K +5,700 New
PCM
2441
Princeton Capital Management
New Jersey
$865K +$78.1K +513 +10%
GTAM
2442
Global Trust Asset Management
Florida
$864K -$38.1K -250 -4%
IFG
2443
Investors Financial Group
Minnesota
$863K +$220K +1,446 +34%
RPWA
2444
Regent Peak Wealth Advisors
Georgia
$861K -$1.54M -10,128 -64%
DLHL
2445
Donald L. Hagan LLC
Florida
$861K -$261K -1,711 -23%
BWM
2446
Birchcreek Wealth Management
Ohio
$859K +$11.4K +75 +1%
AIM
2447
Arcadia Investment Management
Michigan
$858K
FPWM
2448
FSB Premier Wealth Management
Iowa
$857K +$1.37K +9 +0.2%
HCM
2449
HMS Capital Management
Tennessee
$854K -$70.6K -464 -8%
FRM
2450
Fox Run Management
Connecticut
$854K +$854K +5,613 New