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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 %
ACA
3001
Ackerman Capital Advisors
Texas
$473K
TF
3002
Trek Financial
Arizona
$473K +$20.9K +132 +5%
HWM
3003
Howard Wealth Management
Connecticut
$473K +$39.7K +251 +9%
CC
3004
Cadinha & Co
Hawaii
$470K -$16.6K -105 -3%
SFO
3005
Standard Family Office
South Dakota
$470K +$382K +2,411 +434%
T
3006
TNF
Montana
$467K
FWM
3007
FFT Wealth Management
Pennsylvania
$464K -$137K -865 -23%
RF
3008
Resolute Financial
Massachusetts
$464K +$464K +2,929 New
GAM
3009
Gemmer Asset Management
California
$463K -$4.43K -28 -0.9%
AC
3010
Avenir Corporation
Virginia
$463K
MCM
3011
Magnolia Capital Management
New York
$463K
FA
3012
Fountainhead AM
New Jersey
$459K -$72.8K -460 -14%
ACM
3013
Aljian Capital Management
Nevada
$459K -$23.7K -150 -5%
IWA
3014
IVC Wealth Advisors
Pennsylvania
$458K +$3.01K +19 +0.7%
LWA
3015
Lenox Wealth Advisors
New York
$457K -$29.8K -188 -6%
SAM
3016
Sequent Asset Management
Texas
$457K -$11.7K -74 -2%
HKAM
3017
Horizon Kinetics Asset Management
New York
$454K -$1.11K -7 -0.2%
RC
3018
Rovin Capital
Arizona
$454K
LWMG
3019
Levy Wealth Management Group
Pennsylvania
$453K +$2.22K +14 +0.5%
PFA
3020
Pure Financial Advisors
California
$452K -$12.3K -78 -3%
POIA
3021
Pin Oak Investment Advisors
Texas
$452K +$11.9K +75 +3%
FA
3022
Fortis Advisors
Pennsylvania
$451K +$3.96K +25 +0.9%
CM
3023
Columbus Macro
Pennsylvania
$449K -$38.5K -243 -8%
CF
3024
Corrigan Financial
Rhode Island
$446K +$158 +1 +0%
MWP
3025
Meridian Wealth Partners
Pennsylvania
$446K +$95.8K +604 +27%