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 %
PCMC
2976
Private Capital Management (Colorado)
Colorado
$491K +$64.9K +410 +15%
WCG
2977
Weaver Consulting Group
California
$490K +$9.34K +59 +2%
SL
2978
Summitry LLC
California
$488K +$488K +3,083 New
AWM
2979
Arbor Wealth Management
Florida
$487K +$71.8K +453 +17%
SRSA
2980
S.R. Schill & Associates
Washington
$486K -$162K -1,021 -25%
B
2981
Bridgeworth
Alabama
$486K +$88.9K +561 +22%
CICI
2982
Capital Investment Counsel Inc
North Carolina
$482K
UIA
2983
Ulland Investment Advisors
Minnesota
$482K +$482K +3,043 New
SA
2984
Sicart Associates
New York
$482K +$482K +3,043 New
IWP
2985
Insight Wealth Partners
Texas
$481K +$481K +3,035 New
CRIG
2986
Charter Research & Investment Group
Connecticut
$480K
MAG
2987
MRA Advisory Group
New Jersey
$480K +$3.33K +21 +0.7%
RWA
2988
Redmont Wealth Advisors
Illinois
$480K +$480K +3,030 New
IAG
2989
Investmark Advisory Group
Connecticut
$480K +$480K +3,036 New
CSWM
2990
Cassady Schiller Wealth Management
Ohio
$479K +$479K +3,028 New
NPPM
2991
North Point Portfolio Managers
Ohio
$478K -$4.75K -30 -1%
PC
2992
Permit Capital
Pennsylvania
$477K -$22.3K -141 -4%
AIS
2993
American Investment Services
Massachusetts
$477K
KCM
2994
Kathmere Capital Management
Pennsylvania
$476K -$184K -1,164 -28%
AWM
2995
Avondale Wealth Management
Texas
$475K -$333K -2,100 -41%
CAM
2996
Claret Asset Management
Quebec, Canada
$474K -$7.92K -50 -2%
OKSA
2997
O'Keefe Stevens Advisory
New York
$474K
FG
2998
Foster Group
Iowa
$474K +$2.38K +15 +0.5%
T
2999
TOBAM
France
$474K +$86.8K +548 +22%
GCM
3000
Gladius Capital Management
Illinois
$474K +$474K +2,991 New