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JPMorgan Chase

3,492 hedge funds and large institutions have $321B invested in JPMorgan Chase in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,764 increasing their positions, 1,266 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,492
Holders Change
-74
Holders Change %
-2.08%
% of All Funds
55.26%
Holding in Top 10
375
Holding in Top 10 Change
-134
Holding in Top 10 Change %
-26.33%
% of All Funds
5.93%
New
153
Increased
1,764
Reduced
1,266
Closed
180
Calls
$4.85B
Puts
$7.6B
Net Calls
-$2.76B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Shares
Change %
SAS
2951
Sanford Advisory Services
Michigan
$443K +$16K +117 +4%
GFPC
2952
Global Financial Private Client
Florida
$443K +$81.2K +600 +22%
MFGM
2953
Marshall Financial Group (Maryland)
Maryland
$441K -$43.9K -322 -9%
WFM
2954
Wolff Financial Management
Michigan
$441K
PTC
2955
Provident Trust Company
Wisconsin
$441K
PI
2956
Parkside Investments
Illinois
$440K +$1.5K +11 +0.3%
HCM
2957
HM Capital Management
Missouri
$439K -$23.3K -171 -5%
BFAG
2958
Blackston Financial Advisory Group
Florida
$439K -$3.6K -22 -0.8%
WCG
2959
Weaver Consulting Group
California
$439K +$17.3K +127 +4%
BA
2960
Bridge Advisory
California
$438K -$27.4K -201 -6%
OTL
2961
Oak Thistle LLC
New York
$438K +$438K +3,219 New
GCS
2962
Gordian Capital (Singapore)
Singapore
$435K -$98.9K -665 -19%
FSC
2963
Full Sail Capital
Oklahoma
$435K -$80.3K -589 -16%
OFS
2964
Oldfather Financial Services
Nebraska
$434K +$8.75K +71 +2%
MAG
2965
Mayfair Advisory Group
Alabama
$433K +$8.11K +60 +2%
FCM
2966
Fourpath Capital Management
Oklahoma
$433K +$139K +1,016 +47%
LSA
2967
Lansing Street Advisors
Pennsylvania
$432K +$432K +3,236 New
CMI
2968
Clare Market Investments
Texas
$431K +$80.2K +588 +23%
WCM
2969
Washburn Capital Management
Florida
$431K -$153K -1,119 -26%
WIA
2970
World Investment Advisors
California
$431K -$4.77K -35 -1%
AWA
2971
AmeriServ Wealth Advisors
Pennsylvania
$430K
CCA
2972
Cadent Capital Advisors
Oklahoma
$430K +$152K +1,113 +55%
MWM
2973
McNaughton Wealth Management
California
$429K +$67K +492 +19%
TF
2974
TRH Financial
Iowa
$428K -$5.72K -42 -1%
HC
2975
Hourglass Capital
Texas
$426K