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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 %
AGA
2801
Accuvest Global Advisors
Utah
$670K +$187K +1,181 +39%
CFA
2802
Cahill Financial Advisors
Minnesota
$669K -$4.12K -26 -0.6%
JFGLC
2803
Johnson Financial Group LLC (Colorado)
Colorado
$667K +$42.9K +271 +7%
PCI
2804
Planning Center Inc
Illinois
$665K +$665K +4,435 New
SNBOSD
2805
Security National Bank of So Dak
Iowa
$664K +$72.1K +455 +12%
LF
2806
Lee Financial
Texas
$661K +$152K +961 +30%
CC
2807
Callan Capital
California
$658K +$204K +1,291 +45%
TWM
2808
Thrive Wealth Management
Pennsylvania
$657K +$657K +4,147 New
CPC
2809
Consolidated Planning Corp
Georgia
$654K
SCM
2810
Stonehearth Capital Management
Massachusetts
$653K +$6.65K +42 +1%
SFS
2811
Stiles Financial Services
Minnesota
$653K +$653K +4,121 New
PCFFS
2812
Pacific Center for Financial Services
California
$651K +$20.9K +132 +3%
FFA
2813
Fi3 Financial Advisors
Indiana
$651K +$58.1K +367 +10%
GC
2814
Grace Capital
Massachusetts
$650K +$80.2K +507 +14%
AC
2815
Annandale Capital
Texas
$646K
FA
2816
Financial Advisors
Massachusetts
$645K +$17.7K +112 +3%
NG
2817
Northstar Group
New York
$644K +$16.6K +105 +3%
MPW
2818
Monterey Private Wealth
California
$642K -$91.7K -579 -12%
TSWM
2819
Tyler-Stone Wealth Management
Ohio
$642K +$642K +4,051 New
OAM
2820
Oberweis Asset Management
Illinois
$641K -$36.1K -228 -5%
AP
2821
Arlington Partners
Alabama
$640K
PWS
2822
Private Wealth Strategies
Ohio
$640K
CL
2823
COWA LLC
Oklahoma
$639K
DWP
2824
Destiny Wealth Partners
Florida
$638K
WAM
2825
WNY Asset Management
New York
$637K +$477 +3 +0.1%