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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 %
WFM
2951
Wolff Financial Management
Michigan
$512K +$2.69K +17 +0.5%
WF
2952
Wayfinding Financial
Washington
$512K +$512K +3,526 New
WW
2953
Westshore Wealth
California
$511K +$41.6K +263 +9%
PI
2954
Parkside Investments
Illinois
$509K +$1.42K +9 +0.3%
AWM
2955
Atticus Wealth Management
Florida
$508K +$137K +863 +37%
NICM
2956
Neo Ivy Capital Management
New York
$508K +$508K +3,211 New
PHIC
2957
Pine Haven Investment Counsel
Massachusetts
$508K +$508K +3,211 New
VFP
2958
Verus Financial Partners
Virginia
$507K -$38.1K -241 -7%
AWM
2959
Aevitas Wealth Management
Massachusetts
$506K +$13.6K +86 +3%
LP
2960
LGL Partners
Pennsylvania
$506K +$506K +3,197 New
SWG
2961
Summit Wealth Group
Vermont
$505K -$59.4K -375 -11%
TF
2962
TRH Financial
Iowa
$504K +$8.87K +56 +2%
ACP
2963
Aveo Capital Partners
Colorado
$503K -$7.12K -45 -1%
LRIA
2964
Leonard Rickey Investment Advisors
Washington
$502K -$950 -6 -0.2%
AWAP
2965
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$501K -$9.81K -62 -2%
ZF
2966
Zhang Financial
Michigan
$500K +$34.4K +217 +7%
AWA
2967
AmeriServ Wealth Advisors
Pennsylvania
$499K
WIA
2968
World Investment Advisors
California
$499K +$116K +744 +30%
SAS
2969
Sanford Advisory Services
Michigan
$496K -$22K -139 -4%
DA
2970
DSC Advisors
Illinois
$495K -$53.5K -338 -10%
HC
2971
Hourglass Capital
Texas
$495K +$19.8K +125 +4%
WBCM
2972
Wilson & Boucher Capital Management
California
$493K +$493K +3,111 New
IFO
2973
Independent Family Office
New York
$492K
NWA
2974
Navis Wealth Advisors
New York
$492K +$2.22K +14 +0.5%
TI
2975
Tidal Investments
Wisconsin
$491K -$5.47M -34,483 -92%