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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 %
AIA
2701
Alera Investment Advisors
Illinois
$791K -$83.3K -526 -10%
SAM
2702
Summit Asset Management
Tennessee
$791K +$95.8K +605 +14%
PPWM
2703
Paragon Private Wealth Management
Kentucky
$790K +$790K +4,990 New
VFPI
2704
Vantage Financial Partners (Illinois)
Illinois
$788K
FPWM
2705
FSB Premier Wealth Management
Iowa
$787K -$46.5K -294 -6%
GP
2706
Geneva Partners
Wisconsin
$786K
VC
2707
Vicus Capital
Pennsylvania
$786K +$786K +5,279 New
BIMC
2708
Benson Investment Management Company
Virginia
$784K
OHU
2709
Odey Holdings (UK)
United Kingdom
$783K
DIM
2710
Delta Investment Management
California
$783K +$4.27K +27 +0.5%
AFG
2711
Arkansas Financial Group
Arkansas
$782K
ESCM
2712
Echo Street Capital Management
New York
$780K +$303K +1,917 +64%
FB
2713
First Bancorp
Maine
$779K +$10.3K +65 +1%
CA
2714
CGN Advisors
Kansas
$779K +$23.6K +149 +3%
EA
2715
Echo45 Advisors
California
$779K +$779K +4,920 New
RHBC
2716
R.H. Bluestein & Co
Michigan
$773K +$158K +1,000 +26%
RCG
2717
Rock Creek Group
District of Columbia
$771K +$19.3K +122 +3%
ARMC
2718
American Research & Management Company
Massachusetts
$770K +$42K +265 +6%
GC
2719
Garde Capital
Washington
$767K +$5.07K +32 +0.7%
DL
2720
DOHJ LLC
Washington
$767K +$25.2K +159 +3%
TWM
2721
TriaGen Wealth Management
California
$760K
BWM
2722
Birchcreek Wealth Management
Ohio
$757K +$3.01K +19 +0.4%
CG
2723
Corundum Group
Colorado
$756K +$102K +641 +16%
LSWM
2724
Lorne Steinberg Wealth Management
Canada
$754K -$3.32K -21 -0.4%
P
2725
&Partners
Tennessee
$753K -$15.8K -100 -2%