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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 %
CCIA
2501
Cherry Creek Investment Advisors
Colorado
$1.07M +$8.87K +56 +0.8%
MIC
2502
Meridian Investment Counsel
California
$1.07M +$257K +1,621 +32%
AWA
2503
Alta Wealth Advisors
Massachusetts
$1.06M +$28.5K +180 +3%
CFA
2504
CWS Financial Advisors
Michigan
$1.06M +$1.06M +6,705 New
LWAM
2505
Legacy Wealth Asset Management
Minnesota
$1.06M +$11.2K +71 +1%
WWM
2506
Wagner Wealth Management
South Carolina
$1.06M +$63.8K +403 +6%
FNBOH
2507
First National Bank of Hutchinson
Kansas
$1.06M -$7.91K -50 -0.7%
SNB
2508
Security National Bank
Nebraska
$1.05M +$19.3K +122 +2%
PWM
2509
Paulson Wealth Management
Illinois
$1.05M -$108K -684 -9%
NCM
2510
Northside Capital Management
Oregon
$1.05M -$62.3K -393 -6%
CA
2511
Cambridge Advisors
Nebraska
$1.05M +$4.59K +29 +0.4%
LAM
2512
L2 Asset Management
Massachusetts
$1.05M +$1.05M +6,613 New
RB
2513
Rodgers Brothers
Pennsylvania
$1.05M
KFSC
2514
Keystone Financial Services (Colorado)
Colorado
$1.05M +$1.05M +6,606 New
AA
2515
Alesco Advisors
New York
$1.05M -$95.8K -605 -8%
SFS
2516
Security Financial Services
Indiana
$1.05M +$1.05M +6,598 New
CAM
2517
Cozad Asset Management
Illinois
$1.04M +$6.65K +42 +0.6%
DLHL
2518
Donald L. Hagan LLC
Florida
$1.04M +$30.6K +193 +3%
SC
2519
Solstein Capital
California
$1.04M
TVAMP
2520
Tennessee Valley Asset Management Partners
Tennessee
$1.04M +$22.2K +140 +2%
WDG
2521
Wealth Dimensions Group
Ohio
$1.04M +$111K +704 +12%
IIM
2522
InTrack Investment Management
Vermont
$1.04M -$130K -820 -11%
RB
2523
Renasant Bank
Mississippi
$1.04M -$16K -101 -2%
EFM
2524
E Fund Management
China
$1.03M -$5.7K -36 -0.5%
WCA
2525
Waypoint Capital Advisors
Minnesota
$1.03M +$1.03M +6,531 New