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JPMorgan Chase

3,492 hedge funds and large institutions have $321B invested in JPMorgan Chase in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,764 increasing their positions, 1,266 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,492
Holders Change
-74
Holders Change %
-2.08%
% of All Funds
55.26%
Holding in Top 10
375
Holding in Top 10 Change
-134
Holding in Top 10 Change %
-26.33%
% of All Funds
5.93%
New
153
Increased
1,764
Reduced
1,266
Closed
180
Calls
$4.85B
Puts
$7.6B
Net Calls
-$2.76B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
2551
Consilium Wealth Advisory
Texas
$876K +$21.5K +158 +3%
BWA
2552
Bordeaux Wealth Advisors
California
$876K +$109K +801 +14%
WCA
2553
Waypoint Capital Advisors
Minnesota
$875K -$16K -117 -2%
CFG
2554
Cooper Financial Group
California
$873K -$14.7K -108 -2%
HAS
2555
HBW Advisory Services
California
$870K +$20K +147 +2%
PWAC
2556
Private Wealth Advisors (California)
California
$868K +$3.27K +24 +0.4%
SFS
2557
Summit Financial Strategies
Ohio
$865K -$67.2K -493 -7%
SOW
2558
State of Wyoming
Wyoming
$864K -$186K -1,366 -18%
VCM
2559
Vision Capital Management
Oregon
$863K
AAP
2560
Arax Advisory Partners
Colorado
$863K +$33.1K +243 +4%
KCM
2561
KLK Capital Management
California
$861K +$861K +6,315 New
CCM
2562
Crew Capital Management
Ohio
$859K +$10.9K +80 +1%
WDG
2563
Wealth Dimensions Group
Ohio
$858K -$35.2K -258 -4%
SC
2564
Stephens Consulting
Michigan
$858K +$7.23K +53 +0.8%
MHWM
2565
Montz Harcus Wealth Management
Louisiana
$856K +$5.59K +41 +0.7%
EBA
2566
Eagle Bay Advisors
New York
$854K +$215K +1,581 +34%
WMC
2567
Westwood Management Corporation
Illinois
$853K
SFS
2568
Security Financial Services
Indiana
$851K -$48.7K -357 -5%
SC
2569
Solstein Capital
California
$849K -$45.3K -332 -5%
BCM
2570
Brown Capital Management
Maryland
$849K +$10.2K +75 +1%
OIS
2571
Okabena Investment Services
Minnesota
$848K
SPP
2572
Single Point Partners
Massachusetts
$848K +$105K +773 +14%
AWA
2573
Amplius Wealth Advisors
Pennsylvania
$847K -$74.9K -550 -8%
BWM
2574
BNC Wealth Management
Oregon
$847K -$74.6K -547 -8%
RP
2575
Riverbridge Partners
Minnesota
$846K