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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 %
RCM
2826
Ratan Capital Management
Florida
$633K
UWPG
2827
Ullmann Wealth Partners Group
Florida
$633K
VI
2828
Versor Investments
New York
$633K +$633K +4,000 New
AI
2829
Atom Investors
Texas
$632K -$351K -2,219 -36%
SDAM
2830
Shulman DeMeo Asset Management
New York
$632K +$632K +3,993 New
SAM
2831
S.A. Mason
Michigan
$631K
CWP
2832
Curated Wealth Partners
California
$630K -$474 -3 -0.1%
EA
2833
Emerald Advisors
Washington
$629K -$21.2K -134 -3%
WCF
2834
West Coast Financial
California
$629K +$17.1K +108 +3%
MCA
2835
Morris Capital Advisors
Pennsylvania
$628K -$36.3K -229 -5%
FA
2836
Fermata Advisors
California
$628K -$27.9K -176 -4%
RCM
2837
Requisite Capital Management
Texas
$628K
STAS
2838
Strong Tower Advisory Services
Minnesota
$627K +$12.5K +79 +2%
NIC
2839
Northwest Investment Counselors
Oregon
$626K +$13.6K +86 +2%
HI
2840
Harrington Investments
California
$624K -$232K -1,465 -27%
TSS
2841
Thomas Story & Son
Indiana
$621K
CCT
2842
Capital City Trust
Florida
$619K +$93.5K +590 +18%
MCM
2843
Marathon Capital Management
Maryland
$618K -$142K -896 -19%
PCC
2844
Park Circle Company
Maryland
$618K
CWA
2845
CJM Wealth Advisers
Virginia
$617K +$617K +3,898 New
SFS
2846
Solitude Financial Services
Virginia
$616K -$29.2K -184 -5%
SWM
2847
Silverlake Wealth Management
Vermont
$616K +$616K +3,888 New
FRA
2848
Frank Rimerman Advisors
California
$615K +$81.4K +514 +15%
RA
2849
Riversedge Advisors
Delaware
$614K +$75.7K +478 +14%
ACWM
2850
Adams Chetwood Wealth Management
North Carolina
$613K -$9.97K -63 -2%