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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 %
AWG
2551
Altus Wealth Group
Colorado
$1M +$7.76K +49 +0.8%
PCM
2552
Prelude Capital Management
New York
$1M -$1.48M -9,329 -60%
DA
2553
Denali Advisors
California
$998K -$31.7K -200 -3%
Westfield Capital Management
2554
Westfield Capital Management
Massachusetts
$998K
FFG
2555
Fullen Financial Group
Ohio
$998K
CWA
2556
Consilium Wealth Advisory
Texas
$993K +$993K +6,270 New
WMC
2557
Westwood Management Corporation
Illinois
$991K
CAM
2558
Costello Asset Management
Pennsylvania
$991K +$156K +987 +19%
LC
2559
Landaas & Company
Wisconsin
$991K +$508K +3,204 +105%
BFG
2560
Berger Financial Group
Minnesota
$990K +$370K +2,338 +60%
MHWM
2561
Montz Harcus Wealth Management
Louisiana
$988K +$988K +6,241 New
SC
2562
Stephens Consulting
Michigan
$988K +$988K +6,238 New
HAS
2563
HBW Advisory Services
California
$987K -$82K -518 -8%
CQS
2564
Credential Qtrade Securities
$987K -$664K -4,192 -40%
CCM
2565
Crew Capital Management
Ohio
$985K
OIS
2566
Okabena Investment Services
Minnesota
$985K +$582K +3,675 +144%
MTC
2567
McDaniel Terry & Co
Texas
$984K +$221K +1,395 +29%
RP
2568
Riverbridge Partners
Minnesota
$983K
KIC
2569
Keating Investment Counselors
Florida
$981K
OWA
2570
Outlook Wealth Advisors
Texas
$981K +$9.5K +60 +1%
ACM
2571
AUA Capital Management
Pennsylvania
$981K +$286K +1,807 +41%
Manulife (Manufacturers Life Insurance)
2572
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$980K -$95.6K -603,597 -9%
SCM
2573
SKBA Capital Management
California
$979K -$15.8K -100 -2%
LGA
2574
Lebenthal Global Advisors
New York
$978K +$275K +1,740 +39%
LAS
2575
LWM Advisory Services
Florida
$978K +$978K +6,173 New