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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 %
BPFA
2601
Barnes Pettey Financial Advisors
Mississippi
$913K +$913K +5,766 New
BAM
2602
Bellevue Asset Management
Washington
$910K -$14.9K -94 -2%
KA
2603
Kozak & Associates
Colorado
$910K +$86.1K +653 +10%
MHR
2604
Matthew Hamilton Rosenberg
$906K +$27.6K +174 +3%
CCM
2605
Carlson Capital Management
Minnesota
$905K +$25.2K +159 +3%
BDF
2606
Black Diamond Financial
Maryland
$904K -$5.86K -37 -0.6%
ORI
2607
Oak Ridge Investments
Illinois
$902K -$170K -1,074 -16%
PGA
2608
Portland Global Advisors
Maine
$902K
JSW
2609
Journey Strategic Wealth
New Jersey
$902K +$902K +5,698 New
RWA
2610
Rainsberger Wealth Advisors
Colorado
$900K +$900K +5,686 New
PFA
2611
Pathway Financial Advisors
Vermont
$898K +$898K +6,046 New
FFA
2612
Freedman Financial Associates
Massachusetts
$896K
FCB
2613
First Command Bank
Texas
$896K
CRWM
2614
Castle Rock Wealth Management
California
$896K +$145 +1 +0%
RP
2615
Riverwater Partners
Wisconsin
$896K +$896K +5,661 New
APW
2616
Aurora Private Wealth
New Jersey
$895K +$19.3K +122 +2%
BWA
2617
Bordeaux Wealth Advisors
California
$891K +$238K +1,503 +36%
BFA
2618
BMS Financial Advisors
South Dakota
$890K +$890K +5,619 New
NO
2619
Ninety One
South Africa
$889K -$16.9M -106,888 -95%
AWMG
2620
Alliance Wealth Management Group
New Jersey
$889K
IHL
2621
Investment House LLC
California
$887K -$3.96K -25 -0.4%
MAC
2622
Mason & Associates (California)
California
$887K +$887K +5,600 New
PIMG
2623
Patriot Investment Management Group
Tennessee
$885K -$46.7K -295 -5%
CWS
2624
Cypress Wealth Services
California
$884K -$158K -998 -15%
MWP
2625
Moller Wealth Partners
$883K