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 %
FAG
2901
Financial Advisory Group
Texas
$563K +$230K +1,452 +69%
AWA
2902
Aaron Wealth Advisors
Illinois
$562K +$75.8K +479 +16%
MWAM
2903
Manhattan West Asset Management
California
$558K +$558K +3,522 New
FCM
2904
Firestone Capital Management
Florida
$557K -$11.4K -72 -2%
LAI
2905
Legal Advantage Investments
California
$557K
CHA
2906
Cooper/Haims Advisors
New York
$555K +$158 +1 +0%
GWM
2907
Gitterman Wealth Management
New Jersey
$554K -$22.5K -142 -4%
SWM
2908
Shelton Wealth Management
Texas
$554K +$554K +3,496 New
FSC
2909
Full Sail Capital
Oklahoma
$553K +$30.9K +211 +6%
TFF
2910
The Family Firm
Maryland
$551K -$18.4K -116 -3%
CI
2911
Cavalier Investments
Georgia
$548K +$548K +3,460 New
SIS
2912
Sound Income Strategies
Florida
$546K +$19.5K +123 +4%
HCM
2913
Hutner Capital Management
Vermont
$545K
MWM
2914
MinichMacGregor Wealth Management
New York
$545K +$14.6K +92 +3%
MA
2915
Mosaic Advisors
Texas
$544K -$74.1K -468 -12%
EAM
2916
Eukles Asset Management
Ohio
$543K +$67K +423 +14%
BA
2917
Bridge Advisory
California
$540K +$208K +1,315 +63%
RGC
2918
Roberts, Glore & Co
Illinois
$537K
HHAM
2919
HITE Hedge Asset Management
Massachusetts
$537K
TA
2920
TrueWealth Advisors
Alabama
$537K +$52.9K +334 +11%
HCM
2921
HM Capital Management
Missouri
$537K +$537K +3,391 New
OFS
2922
Oldfather Financial Services
Nebraska
$535K +$24.8K +160 +5%
CIA
2923
Cascade Investment Advisors
Oregon
$534K
CRCM
2924
Corbett Road Capital Management
Virginia
$534K +$18.4K +116 +4%
HCA
2925
Heck Capital Advisors
Wisconsin
$533K -$38.3K -242 -7%