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JPMorgan Chase

3,225 hedge funds and large institutions have $370B invested in JPMorgan Chase in 2021 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,494 increasing their positions, 1,279 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,225
Holders Change
+25
Holders Change %
+0.78%
% of All Funds
56.3%
Holding in Top 10
598
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-12.95%
% of All Funds
10.44%
New
152
Increased
1,494
Reduced
1,279
Closed
87
Calls
$5.9B
Puts
$8.53B
Net Calls
-$2.63B
Net Calls Change
-$537M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
2451
Landaas & Company
Wisconsin
$894K +$622 +4 +0.1%
TFM
2452
TFC Financial Management
Massachusetts
$887K -$25.8K -166 -3%
AMC
2453
Asset Management Corp
Illinois
$886K +$54.9K +353 +7%
LWP
2454
Legacy Wealth Planning
Nevada
$885K +$20.4K +131 +2%
ICP
2455
Interchange Capital Partners
Pennsylvania
$883K -$203K -1,308 -19%
DWM
2456
Darwin Wealth Management
Florida
$880K -$10.4K -67 -1%
CFS
2457
CRA Financial Services
New Jersey
$880K +$18.2K +117 +2%
AAP
2458
Arax Advisory Partners
Colorado
$879K +$879K +5,649 New
IHL
2459
Investment House LLC
California
$874K -$23.3K -150 -3%
AWMG
2460
Alliance Wealth Management Group
New Jersey
$873K -$102K -653 -10%
MWP
2461
Moller Wealth Partners
$871K -$42.8K -275 -5%
LA
2462
Latitude Advisors
Florida
$871K +$5.76K +37 +0.7%
TWM
2463
Titus Wealth Management
California
$870K +$21.2K +136 +2%
NO
2464
Ninety One
South Africa
$869K -$1.06M -6,856 -55%
FIA
2465
Foundations Investment Advisors
Arizona
$865K -$51.1K -328 -6%
OWA
2466
Outlook Wealth Advisors
Texas
$864K +$123K +790 +17%
AFIA
2467
America First Investment Advisors
Nebraska
$863K
D
2468
Diversified
Delaware
$863K +$52.9K +340 +7%
FAM
2469
Formidable Asset Management
Ohio
$860K -$560K -3,597 -39%
LCP
2470
Legacy Capital Partners
Wisconsin
$860K -$3.89K -25 -0.4%
Capstone Investment Advisors
2471
Capstone Investment Advisors
New York
$858K -$2.5M -16,099 -74%
PGA
2472
Portland Global Advisors
Maine
$857K +$58.9K +379 +7%
FFA
2473
Freedman Financial Associates
Massachusetts
$856K -$81.6K -525 -9%
MFS
2474
Mirabella Financial Services
United Kingdom
$855K -$150K -967 -15%
PAWC
2475
P.A.W. Capital
Connecticut
$855K