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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 %
RHDIC
2751
R.H. Dinel Investment Counsel
California
$727K
FSG
2752
Financial Strategies Group
Michigan
$726K +$80.3K +507 +12%
GG
2753
GenWealth Group
New Jersey
$725K
CCA
2754
Cottonwood Capital Advisors
Utah
$723K +$723K +4,568 New
BCP
2755
Berkeley Capital Partners
Georgia
$722K +$81K +511 +13%
HWA
2756
Heartwood Wealth Advisors
Virginia
$721K +$106K +672 +17%
KIG
2757
Kowal Investment Group
Wisconsin
$720K +$38.9K +246 +6%
MIM
2758
Merrion Investment Management
New Jersey
$719K
FMI
2759
F/M Investments
District of Columbia
$714K
EF
2760
Empowered Funds
Pennsylvania
$714K +$121K +762 +20%
SWM
2761
Sendero Wealth Management
Texas
$714K +$714K +88,966 New
LA
2762
Lifeworks Advisors
Michigan
$713K +$713K +4,506 New
HWA
2763
HHM Wealth Advisors
Tennessee
$711K +$5.07K +32 +0.7%
IFA
2764
Index Fund Advisors
California
$711K +$711K +4,491 New
DWM
2765
Darwin Wealth Management
Florida
$710K -$44.5K -301 -6%
RAM
2766
Riggs Asset Management
Pennsylvania
$710K
GA
2767
Geller Advisors
New York
$710K +$10.1K +64 +1%
PWA
2768
Primoris Wealth Advisors
Florida
$710K +$710K +4,493 New
WC
2769
Westhampton Capital
North Carolina
$709K +$4.75K +30 +0.7%
FRM
2770
Fox Run Management
Connecticut
$705K +$705K +4,453 New
MJRIC
2771
Mogy Joel R Investment Counsel
California
$704K
MFGP
2772
Marshall Financial Group (Pennsylvania)
Pennsylvania
$702K +$1.9K +12 +0.3%
LI
2773
LVZ Inc
Michigan
$702K +$13.5K +85 +2%
QPW
2774
Quantum Private Wealth
Florida
$701K +$701K +4,432 New
CCC
2775
Chelsea Counsel Company
California
$700K