JPM icon

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 %
GWM
2676
Gray Wealth Management
Maine
$818K +$23.7K +150 +3%
TCMP
2677
Thrive Capital Management (Pennsylvania)
Pennsylvania
$816K -$550K -3,473 -40%
LF
2678
Lantz Financial
Illinois
$816K -$18.4K -116 -2%
PAG
2679
Powers Advisory Group
Illinois
$816K +$816K +5,156 New
RWM
2680
Reston Wealth Management
Virginia
$815K +$8.24K +52 +1%
HCP
2681
Hexagon Capital Partners
Arkansas
$815K +$13.6K +86 +2%
GPWA
2682
Great Point Wealth Advisors
Massachusetts
$814K
CF
2683
Copperwynd Financial
Arizona
$814K +$4.75K +30 +0.6%
CAM
2684
Campion Asset Management
Virginia
$813K +$95K +600 +13%
AWMT
2685
AAFMAA Wealth Management & Trust
North Carolina
$812K +$12.8K +81 +2%
TFM
2686
TFC Financial Management
Massachusetts
$805K -$250K -1,582 -24%
SWA
2687
Sax Wealth Advisors
New Jersey
$805K +$22.8K +144 +3%
IWN
2688
Independent Wealth Network
Iowa
$805K +$53.4K +337 +7%
SAA
2689
Southeast Asset Advisors
Georgia
$802K +$33.1K +209 +4%
SEP
2690
Southland Equity Partners
Missouri
$801K +$18.2K +115 +2%
MAWAG
2691
Mid-American Wealth Advisory Group
Missouri
$800K +$800K +5,049 New
IIA
2692
Integral Investment Advisors
California
$800K +$800K +5,055 New
FP
2693
Financial Perspectives
Minnesota
$797K
APW
2694
Austin Private Wealth
Texas
$796K -$72.7K -459 -8%
TA
2695
TCM Advisors
West Virginia
$795K +$795K +5,000 New
GAM
2696
Gould Asset Management
California
$794K +$233K +1,470 +41%
HWMG
2697
Hurlow Wealth Management Group
Indiana
$793K +$8.87K +69 +1%
CA
2698
Centerpoint Advisors
Massachusetts
$793K +$187K +1,183 +31%
GA
2699
Greenhaven Associates
New York
$792K
ES
2700
Eagle Strategies
New York
$792K +$792K +4,998 New