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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 %
FCIM
2726
Fairview Capital Investment Management
California
$753K +$85.2K +539 +13%
RIS
2727
Retirement Income Solutions
Michigan
$752K +$257K +1,620 +52%
MFW
2728
Mosaic Family Wealth
Missouri
$751K -$125K -790 -14%
DWM
2729
Drive Wealth Management
Utah
$751K +$751K +4,742 New
Cohen & Steers
2730
Cohen & Steers
New York
$750K -$132K -831 -15%
GWSG
2731
GPS Wealth Strategies Group
Colorado
$750K -$11.4K -72 -1%
CA
2732
Crewe Advisors
Utah
$750K +$206K +1,299 +38%
DSCM
2733
Del-Sette Capital Management
New York
$749K +$749K +4,727 New
FW
2734
FirstPurpose Wealth
Utah
$749K +$749K +4,733 New
APC
2735
Aspire Private Capital
North Carolina
$748K +$173K +1,090 +30%
AIA
2736
Arbor Investment Advisors
North Carolina
$747K
HA
2737
HYA Advisors
Missouri
$746K -$31.2K -197 -4%
MWM
2738
Merriman Wealth Management
Washington
$746K +$101K +635 +16%
GSAM
2739
Grant Street Asset Management
Pennsylvania
$745K +$42.8K +270 +6%
AA
2740
Advisory Alpha
Michigan
$744K +$237K +1,495 +47%
SFA
2741
Semmax Financial Advisors
North Carolina
$743K -$195K -1,233 -21%
EBA
2742
Eagle Bay Advisors
New York
$742K -$117K -739 -14%
VCWA
2743
Vanguard Capital Wealth Advisors
Colorado
$741K +$317K +2,006 +75%
KAM
2744
KEB Asset Management
Illinois
$739K +$739K +4,665 New
DAM
2745
Diamant Asset Management
Connecticut
$738K
WA1
2746
Wimmer Associates 1
California
$734K +$9.97K +63 +1%
BRG
2747
Bay Rivers Group
Virginia
$733K -$1.58K -10 -0.2%
SAS
2748
Stelac Advisory Services
New York
$732K -$238K -1,501 -25%
WCM
2749
Wedge Capital Management
North Carolina
$732K -$15.2K -96 -2%
SFG
2750
Sather Financial Group
Texas
$727K