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 %
ACA
2776
Affinity Capital Advisors
California
$698K -$10.9K -69 -2%
MWPCG
2777
Measured Wealth Private Client Group
New Hampshire
$698K
CCMW
2778
Cypress Capital Management (Wyoming)
Wyoming
$698K +$15.8K +100 +2%
DW
2779
Domani Wealth
Pennsylvania
$698K +$63.2K +399 +10%
BRA
2780
Bender Robert & Associates
California
$697K
ISWM
2781
Independent Solutions Wealth Management
New York
$695K +$14.4K +91 +2%
DEM
2782
Disciplined Equity Management
Florida
$692K +$692K +4,373 New
ONST
2783
Old North State Trust
North Carolina
$691K +$80.3K +507 +13%
DE
2784
Day & Ennis
Georgia
$690K +$14.9K +94 +2%
JCM
2785
J2 Capital Management
Michigan
$688K +$688K +4,347 New
HWA
2786
Hillcrest Wealth Advisors
New Jersey
$687K
VAFP
2787
Vahanian & Associates Financial Planning
New York
$685K +$685K +4,327 New
EIA
2788
Eldridge Investment Advisors
New Hampshire
$684K
ABLA
2789
Alan B. Lancz & Associates
Ohio
$684K +$684K +4,317 New
BAM
2790
Beaumont Asset Management
Texas
$681K +$16.5K +104 +2%
HAM
2791
Hedges Asset Management
Nevada
$681K +$681K +4,300 New
CCM
2792
CAAS Capital Management
New York
$681K +$681K +4,300 New
JF
2793
Jump Financial
Illinois
$681K +$681K +4,304 New
KWS
2794
Keystone Wealth Services
California
$679K +$679K +4,287 New
WCM
2795
Washburn Capital Management
Florida
$677K +$87.5K +553 +15%
LFA
2796
Laraway Financial Advisors
Minnesota
$677K +$677K +4,280 New
PCMC
2797
Paragon Capital Management (Colorado)
Colorado
$674K -$7.44K -47 -1%
NVIM
2798
New Vernon Investment Management
Illinois
$673K
SVCP
2799
Silicon Valley Capital Partners
California
$672K +$189K +1,193 +39%
VPW
2800
Vericrest Private Wealth
Pennsylvania
$671K +$671K +4,237 New