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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 %
TIM
2876
Total Investment Management
Arizona
$581K +$22.2K +140 +4%
SFG
2877
Sunburst Financial Group
Alabama
$580K +$79.7K +503 +16%
SPWG
2878
Sage Private Wealth Group
Illinois
$579K +$7.59K +48 +1%
HAS
2879
Holland Advisory Services
Florida
$578K +$578K +3,648 New
ADMI
2880
Albert D. Mason Inc
Massachusetts
$577K -$8.23K -52 -1%
SDH
2881
Sloy Dahl & Holst
Washington
$577K
BWM
2882
BT Wealth Management
Georgia
$577K +$104K +660 +22%
VF
2883
Virtu Financial
New York
$576K -$219K -1,381 -28%
SWK
2884
Stephen W. Kidder
$576K
FCT
2885
First Community Trust
Iowa
$576K +$576K +3,636 New
SNBOSCI
2886
Security National Bank of Sioux City Iowa
Iowa
$575K
IGGA
2887
Iron Gate Global Advisors
Utah
$575K +$7.71K +46 +1%
CWM
2888
Cranbrook Wealth Management
Michigan
$573K
EA
2889
Elm Advisors
California
$572K -$20.9K -132 -4%
QT
2890
Quantamental Technologies
New York
$570K +$570K +3,600 New
GCS
2891
Gordian Capital (Singapore)
Singapore
$569K +$569K +3,589 New
VAM
2892
Vienna Asset Management
California
$569K +$569K +3,595 New
TPW
2893
Tiller Private Wealth
Pennsylvania
$568K +$158 +1 +0%
SLA
2894
Silver Lake Advisory
Utah
$568K +$2.38K +15 +0.4%
MHI
2895
Miller Howard Investments
New York
$568K +$5.23K +33 +0.9%
DCM
2896
Dimension Capital Management
Florida
$565K +$11.4K +72 +2%
OA
2897
Oxbow Advisors
Texas
$564K -$19K -120 -3%
PP
2898
Patron Partners
Texas
$564K -$9.03K -57 -2%
ONGA
2899
O'Neil Global Advisors
California
$564K +$564K +3,560 New
MFGM
2900
Marshall Financial Group (Maryland)
Maryland
$563K -$98.7K -624 -15%