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JPMorgan Chase

3,492 hedge funds and large institutions have $321B invested in JPMorgan Chase in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,764 increasing their positions, 1,266 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,492
Holders Change
-74
Holders Change %
-2.08%
% of All Funds
55.26%
Holding in Top 10
375
Holding in Top 10 Change
-134
Holding in Top 10 Change %
-26.33%
% of All Funds
5.93%
New
153
Increased
1,764
Reduced
1,266
Closed
180
Calls
$4.85B
Puts
$7.6B
Net Calls
-$2.76B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Shares
Change %
LF
2701
Lantz Financial
Illinois
$695K -$7.64K -56 -1%
IFO
2702
Independent Family Office
New York
$695K +$145K +817 +26%
FRA
2703
Frank Rimerman Advisors
California
$695K +$165K +1,209 +31%
CA
2704
Crewe Advisors
Utah
$691K +$45K +330 +7%
NICM
2705
Neo Ivy Capital Management
New York
$690K +$252K +1,851 +58%
SAA
2706
Southeast Asset Advisors
Georgia
$689K -$2.05K -15 -0.3%
PAG
2707
Paladin Advisory Group
Iowa
$689K +$689K +5,093 New
KA
2708
Keene & Associates
Texas
$687K +$162K +1,190 +31%
MAWAG
2709
Mid-American Wealth Advisory Group
Missouri
$686K -$1.91K -14 -0.3%
AIA
2710
Arbor Investment Advisors
North Carolina
$686K +$42.8K +314 +7%
NFG
2711
Nadler Financial Group
Illinois
$685K -$144K -1,055 -17%
RWM
2712
Reston Wealth Management
Virginia
$685K -$16.5K -121 -2%
BWM
2713
Birchcreek Wealth Management
Ohio
$683K +$30.8K +226 +5%
JC
2714
JBF Capital
Colorado
$682K -$6.14M -45,000 -90%
TA
2715
TCM Advisors
West Virginia
$682K -$795K -5,000 Closed
FB
2716
First Bancorp
Maine
$680K +$9K +66 +1%
LSWM
2717
Lorne Steinberg Wealth Management
Canada
$680K +$30.7K +225 +5%
FW
2718
FirstPurpose Wealth
Utah
$679K +$33.8K +248 +5%
CA
2719
Centerpoint Advisors
Massachusetts
$676K -$6.27K -46 -0.9%
ARMC
2720
American Research & Management Company
Massachusetts
$676K +$13.6K +100 +2%
FPWM
2721
FSB Premier Wealth Management
Iowa
$676K +$62.9K +510 +10%
FBB
2722
Fulton Breakefield Broenniman
Maryland
$676K +$159K +1,164 +31%
BIMC
2723
Benson Investment Management Company
Virginia
$675K
DIM
2724
Delta Investment Management
California
$674K +$136 +1 +0%
AFG
2725
Arkansas Financial Group
Arkansas
$673K