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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 %
CPWA
2526
Cerro Pacific Wealth Advisors
California
$1.03M -$98.5K -622 -9%
TCM
2527
Triumph Capital Management
Colorado
$1.03M +$355K +2,242 +52%
CFG
2528
Cooper Financial Group
California
$1.03M -$233K -1,471 -18%
CCM
2529
Community Capital Management
Florida
$1.03M
FWM
2530
Foresight Wealth Management
Utah
$1.03M +$33.7K +213 +3%
NJBEST
2531
New Jersey Better Educational Savings Trust
New Jersey
$1.02M -$236K -1,490 -19%
SCM
2532
Sterneck Capital Management
Missouri
$1.02M
IFG
2533
Investors Financial Group
Minnesota
$1.02M +$1.11K +7 +0.1%
AC
2534
Apella Capital
Connecticut
$1.02M +$184K +1,162 +22%
PMA
2535
Prudent Man Advisors
Illinois
$1.02M -$164K -1,033 -14%
DIA
2536
Dean Investment Associates
Ohio
$1.02M -$29.6K -187 -3%
AAM
2537
AMI Asset Management
California
$1.02M +$123K +778 +14%
CMANY
2538
Capital Management Associates (New York)
New York
$1.02M -$22.2K -140 -2%
LAM
2539
LifePro Asset Management
California
$1.02M -$10.6M -67,110 -91%
NF
2540
NTB Financial
Colorado
$1.02M +$1.02M +6,415 New
ZIMP
2541
Zimmermann Investment Management & Planning
Pennsylvania
$1.02M +$1.02M +6,416 New
SC
2542
Saturna Capital
Washington
$1.01M -$55.4K -350 -5%
CA
2543
Crumly & Associates
Illinois
$1.01M -$160K -1,076 -14%
CAGAS
2544
Capital Advisory Group Advisory Services
Minnesota
$1.01M +$882K +25,745 +700%
WIC
2545
Wilkins Investment Counsel
Massachusetts
$1.01M
RPWA
2546
Regent Peak Wealth Advisors
Georgia
$1.01M +$22.2K +140 +2%
PWAC
2547
Private Wealth Advisors (California)
California
$1.01M
MCM
2548
Monument Capital Management
Virginia
$1M +$236K +1,488 +31%
BWM
2549
BCS Wealth Management
Tennessee
$1M +$721K +4,552 +255%
VCM
2550
Vision Capital Management
Oregon
$1M +$4.59K +29 +0.5%