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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 %
LF
2451
Lantz Financial
Illinois
$852K -$30.6K -201 -3%
RPG
2452
Resource Planning Group
Georgia
$851K +$152 +1 +0%
LA
2453
Latitude Advisors
Florida
$847K -$226K -1,486 -21%
LWP
2454
Legacy Wealth Planning
Nevada
$846K -$1.37K -9 -0.2%
LCP
2455
Legacy Capital Partners
Wisconsin
$846K +$15.2K +100 +2%
AFIA
2456
America First Investment Advisors
Nebraska
$845K
CFS
2457
CRA Financial Services
New Jersey
$843K +$15.4K +101 +2%
PA
2458
PSI Advisors
Florida
$840K +$29K +191 +4%
PAWC
2459
P.A.W. Capital
Connecticut
$837K -$76.1K -500 -8%
ACA
2460
Ackerman Capital Advisors
Texas
$834K +$380K +2,500 +84%
SNB
2461
Security National Bank
Nebraska
$833K +$833K +5,472 New
TWM
2462
Titus Wealth Management
California
$831K +$347K +2,277 +72%
GIP
2463
Greatmark Investment Partners
Georgia
$828K -$183K -1,200 -18%
HAS
2464
HBW Advisory Services
California
$828K -$132K -868 -14%
SFM
2465
Signet Financial Management
New Jersey
$827K +$74.6K +490 +10%
CAM
2466
Costello Asset Management
Pennsylvania
$826K +$36.4K +239 +5%
SFG
2467
SNS Financial Group
Minnesota
$824K +$13.6K +89 +2%
OFS
2468
Oldfather Financial Services
Nebraska
$822K -$51.2K -330 -6%
BWA
2469
Burt Wealth Advisors
Maryland
$820K -$913 -6 -0.1%
SFP
2470
Sandbox Financial Partners
Maryland
$820K +$148K +974 +22%
TCOO
2471
Trust Company of Oklahoma
Oklahoma
$819K +$335K +2,203 +69%
VC
2472
Vicus Capital
Pennsylvania
$819K +$183K +1,200 +29%
PCMC
2473
Paragon Capital Management (Colorado)
Colorado
$818K +$457 +3 +0.1%
CWM
2474
Centric Wealth Management
Illinois
$817K -$152 -1 -0%
EFM
2475
E Fund Management
China
$817K +$817K +5,364 New