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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 %
GM
2926
GeoWealth Management
Illinois
$532K +$4.28K +27 +0.8%
CWMGP
2927
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$530K +$530K +3,345 New
UL
2928
Unionview LLC
Washington
$528K +$528K +3,336 New
BRC
2929
Bell Rock Capital
Delaware
$527K +$527K +3,141 New
SFG
2930
Sovereign Financial Group
Connecticut
$526K +$238K +1,504 +83%
CP
2931
Capital Planning
Washington
$524K
PDM
2932
Penn Davis McFarland
Texas
$524K
LA
2933
Legacy Advisors
Pennsylvania
$522K -$3.01K -19 -0.6%
PIA
2934
Powell Investment Advisors
Florida
$522K
CIA
2935
Cladis Investment Advisory
Montana
$521K +$521K +3,293 New
EWP
2936
Engrave Wealth Partners
Texas
$521K -$247K -1,558 -32%
AP
2937
Adero Partners
California
$521K -$81.8K -517 -14%
APA
2938
Astoria Portfolio Advisors
New York
$519K +$519K +3,279 New
CC
2939
Cypress Capital
Tennessee
$517K +$7.91K +50 +2%
KOC
2940
Koss-Olinger Consulting
Florida
$517K +$89.4K +565 +21%
NRI
2941
NFP Retirement Inc
California
$517K +$1.11K +7 +0.2%
SICM
2942
Sustainable Insight Capital Management
New York
$516K -$133K -839 -20%
CL
2943
CIM LLC
New York
$516K -$5.42K -37 -1%
RPG
2944
Resource Planning Group
Georgia
$515K -$519K -3,279 -50%
AIIMS
2945
Analyst IMS Investment Management Services
Israel
$515K -$41.2K -260 -7%
ACM
2946
Alethea Capital Management
Washington
$515K
MAG
2947
Mayfair Advisory Group
Alabama
$515K +$328 +2 +0.1%
DJYG
2948
David J. Yvars Group
Florida
$515K +$2.37K +15 +0.5%
TI
2949
Truehand Inc
New Hampshire
$514K -$130K -820 -20%
PTC
2950
Provident Trust Company
Wisconsin
$512K