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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 %
RPCONE
2851
Retirement Planning Company of New England
Rhode Island
$612K +$612K +3,871 New
TIA
2852
Tandem Investment Advisors
South Carolina
$611K +$117K +738 +24%
NED
2853
Nancy E. Dempze
$610K
FOA
2854
Five Oceans Advisors
California
$609K +$66.1K +418 +12%
SPI
2855
Sutton Place Investors
New York
$609K +$609K +3,843 New
KA
2856
Keene & Associates
Texas
$609K +$609K +3,848 New
EIA
2857
Edgemoor Investment Advisors
Maryland
$608K +$13.9K +88 +2%
PLFAM
2858
Pineno Levin & Ford Asset Management
Virginia
$607K
LCM
2859
LCM Capital Management
Illinois
$605K -$79.1K -500 -12%
FA
2860
Forefront Analytics
Pennsylvania
$605K +$3.64K +23 +0.6%
AWM
2861
Avaii Wealth Management
Wisconsin
$605K +$605K +3,819 New
SCA
2862
Sandy Cove Advisors
Massachusetts
$604K +$604K +3,813 New
XS
2863
XR Securities
Illinois
$603K +$70K +442 +13%
MF
2864
Meridian Financial
Massachusetts
$603K +$603K +3,808 New
FBB
2865
Fulton Breakefield Broenniman
Maryland
$601K +$9.66K +61 +2%
BHA
2866
Beech Hill Advisors
New York
$596K
IF
2867
Integrity Financial
Wyoming
$595K +$595K +3,759 New
WB
2868
West Bancorporation
Iowa
$594K +$594K +3,751 New
RBCM
2869
Raub Brock Capital Management
California
$592K
FNBOMD
2870
First National Bank of Mount Dora
Florida
$590K +$62.7K +396 +12%
HG
2871
Harbor Group
New Hampshire
$588K +$1.58K +10 +0.3%
FNC
2872
First National Corp
Massachusetts
$585K +$4.43K +28 +0.8%
NA
2873
Nottingham Advisors
New York
$583K -$3.96K -25 -0.7%
DWA
2874
Dougherty Wealth Advisers
Minnesota
$582K
WCP
2875
Wick Capital Partners
Pennsylvania
$582K +$582K +3,676 New