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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 %
BCM
2576
Brown Capital Management
Maryland
$975K +$183K +1,156 +23%
SDWMA
2577
Schneider Downs Wealth Management Advisors
Pennsylvania
$970K -$16K -101 -2%
AFG
2578
Allegheny Financial Group
Pennsylvania
$968K +$1.43K +9 +0.1%
CRI
2579
Colonial River Investments
Virginia
$967K -$770K -4,860 -44%
WH
2580
Whitcomb & Hess
Ohio
$966K +$28.5K +183 +3%
AAP
2581
Arax Advisory Partners
Colorado
$964K +$98.1K +620 +11%
NFG
2582
Nadler Financial Group
Illinois
$963K -$12K -76 -1%
RCA
2583
Roberts Capital Advisors
Colorado
$963K +$963K +6,079 New
SFM
2584
Systematic Financial Management
New Jersey
$962K
PWM
2585
PBMares Wealth Management
Virginia
$960K
CHP
2586
Cable Hill Partners
Oregon
$960K +$11.1K +70 +1%
RWA
2587
RGT Wealth Advisors
Texas
$960K +$89.3K +564 +10%
CSWG
2588
Cardinal Strategic Wealth Guidance
Kentucky
$952K -$1.9K -12 -0.2%
RCM
2589
Raleigh Capital Management
North Carolina
$950K +$950K +5,999 New
CAM
2590
Cubic Asset Management
Massachusetts
$947K +$8.71K +55 +0.9%
GFG
2591
Greystone Financial Group
Michigan
$939K +$104K +657 +12%
SF
2592
SBK Financial
Virginia
$938K +$938K +5,922 New
SLG
2593
Stanley-Laman Group
Pennsylvania
$937K +$158 +1 +0%
MGWM
2594
Marks Group Wealth Management
Minnesota
$934K +$214K +1,347 +30%
CSI
2595
Cross Staff Investments
New York
$930K +$930K +5,873 New
TCM
2596
Tributary Capital Management
Nebraska
$928K -$9.34K -59 -1%
MWM
2597
Maltin Wealth Management
New Jersey
$927K -$4.44K -28 -0.5%
EBSAM
2598
Eubel Brady & Suttman Asset Management
Ohio
$927K +$28.2K +178 +3%
ACM
2599
AlphaStar Capital Management
North Carolina
$920K +$250K +1,584 +37%
WA
2600
WealthTrust Axiom
Pennsylvania
$915K -$6.01K -38 -0.7%