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JPMorgan Chase

3,566 hedge funds and large institutions have $328B invested in JPMorgan Chase in 2021 Q4 according to their latest regulatory filings, with 486 funds opening new positions, 1,585 increasing their positions, 1,163 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,566
Holders Change
+347
Holders Change %
+10.78%
% of All Funds
55.07%
Holding in Top 10
509
Holding in Top 10 Change
-142
Holding in Top 10 Change %
-21.81%
% of All Funds
7.86%
New
486
Increased
1,585
Reduced
1,163
Closed
88
Calls
$5.34B
Puts
$9.57B
Net Calls
-$4.23B
Net Calls Change
-$683M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
2476
Addison Advisors
Vermont
$1.11M +$387K +2,442 +54%
AF
2477
Affiance Financial
Minnesota
$1.11M
SAM
2478
SignalPoint Asset Management
Missouri
$1.11M +$13.5K +85 +1%
BOM
2479
Bank of Marin
California
$1.1M +$23.7K +150 +2%
SP
2480
Successful Portfolios
Florida
$1.1M +$11.7K +74 +1%
IRC
2481
Investors Research Corp
Georgia
$1.1M
IP
2482
Ignite Planners
California
$1.1M +$1.1M +7,280 New
UCMOK
2483
United Capital Management of KS
Kansas
$1.1M +$1.1M +6,914 New
GIM
2484
Greylin Investment Management
Virginia
$1.09M
FCFC
2485
First Citizens Financial Corp
Iowa
$1.09M -$10.6K -67 -1%
FBT
2486
First Bank & Trust
South Dakota
$1.09M -$432K -2,732 -28%
KFA
2487
Krane Funds Advisors
New York
$1.09M -$176K -1,114 -14%
BIA
2488
Bigelow Investment Advisors
Maine
$1.09M +$10.9K +69 +1%
VC
2489
Veracity Capital
Georgia
$1.09M +$18.1K +114 +2%
NWM
2490
Northwest Wealth Management
Iowa
$1.09M +$35.5K +224 +3%
KFA
2491
Kelleher Financial Advisors
New York
$1.09M -$139K -876 -11%
SFS
2492
Summit Financial Strategies
Ohio
$1.08M -$21.9K -138 -2%
GCM
2493
Galibier Capital Management
Ontario, Canada
$1.08M
WC
2494
Winmill & Co
New York
$1.08M
PIM
2495
Profit Investment Management
Maryland
$1.08M +$232K +1,467 +28%
SCP
2496
Syntal Capital Partners
Texas
$1.07M -$5.07K -32 -0.5%
PIC
2497
Portland Investment Counsel
Ontario, Canada
$1.07M
AWA
2498
Amplius Wealth Advisors
Pennsylvania
$1.07M +$1.07M +6,769 New
BWM
2499
BNC Wealth Management
Oregon
$1.07M +$5.54K +35 +0.5%
KWM
2500
Kolinsky Wealth Management
New Jersey
$1.07M +$1.07M +6,755 New