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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 %
SFG
2626
SNS Financial Group
Minnesota
$882K +$44.2K +279 +5%
SAM
2627
Seelaus Asset Management
New Jersey
$882K +$71.3K +450 +9%
D
2628
Diversified
Delaware
$881K +$1.27K +8 +0.1%
LWP
2629
Legacy Wealth Planning
Nevada
$880K -$20.7K -131 -2%
SFP
2630
Sandbox Financial Partners
Maryland
$879K +$18.1K +114 +2%
SIM
2631
Sadoff Investment Management
Wisconsin
$879K +$51.2K +323 +6%
WAC
2632
William Allan Corp
Colorado
$879K +$879K +5,548 New
CWM
2633
Centric Wealth Management
Illinois
$878K +$113K +717 +15%
FVWA
2634
Foster Victor Wealth Advisors
South Carolina
$876K +$29.7K +176 +4%
FMN
2635
Financial Management Network
California
$874K +$839 +5 +0.1%
LCP
2636
Legacy Capital Partners
Wisconsin
$874K +$9.51K +60 +1%
HIG
2637
Heritage Investment Group
Florida
$874K +$874K +5,520 New
PAWC
2638
P.A.W. Capital
Connecticut
$871K
5SA
2639
5th Street Advisors
Connecticut
$871K +$871K +5,500 New
PCM
2640
Perritt Capital Management
Illinois
$870K
RW
2641
Rede Wealth
Virginia
$870K +$1.27K +8 +0.1%
BI
2642
Bramshill Investments
Florida
$868K +$868K +5,484 New
TCOO
2643
Trust Company of Oklahoma
Oklahoma
$866K +$135K +850 +18%
SPP
2644
Single Point Partners
Massachusetts
$863K -$159K -1,001 -16%
FC
2645
Financial Consulate
Maryland
$861K -$7.92K -50 -0.9%
WDA
2646
Wendell David Associates
New Hampshire
$857K +$3.8K +24 +0.4%
GWS
2647
Glassman Wealth Services
Virginia
$856K +$66.2K +418 +8%
BWA
2648
Burt Wealth Advisors
Maryland
$855K
CAM
2649
Concorde Asset Management
Michigan
$854K -$7.4K -45 -0.9%
HAIM
2650
Hunter Associates Investment Management
Pennsylvania
$852K