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 %
TFA
3026
Tranquilli Financial Advisor
New Jersey
$445K -$791 -5 -0.2%
PCM
3027
Piedmont Capital Management
Montana
$445K +$17.1K +108 +4%
IAP
3028
Indie Asset Partners
Indiana
$444K -$201K -1,267 -31%
MWM
3029
McNaughton Wealth Management
California
$444K +$81.2K +486 +22%
SG
3030
Strid Group
Pennsylvania
$443K
PHAM
3031
Palisades Hudson Asset Management
Florida
$442K +$8.22K +52 +2%
SFG
3032
Snider Financial Group
Washington
$441K +$12.8K +79 +3%
MMHP
3033
Murphy Middleton Hinkle & Parker
Georgia
$440K +$6.64K +42 +2%
DI
3034
Diligent Investors
California
$440K +$21.5K +136 +5%
FC
3035
Financial Council
Maryland
$439K -$10.9K -69 -2%
CFSG
3036
Community Financial Services Group
Vermont
$437K
AWM
3037
Act Wealth Management
Texas
$435K +$88.5K +559 +26%
AIM
3038
Arcadia Investment Management
Michigan
$435K +$108K +684 +33%
HA
3039
Hofer & Associates
California
$435K +$435K +2,745 New
WI
3040
Wedgewood Investors
Pennsylvania
$434K
GIM
3041
Guild Investment Management
California
$433K -$7.13K -45 -2%
IVP
3042
Intrinsic Value Partners
Arizona
$433K +$433K +2,732 New
YWS
3043
Yarger Wealth Strategies
Ohio
$433K +$433K +2,737 New
JWM
3044
JFG Wealth Management
Colorado
$432K -$25.3K -160 -6%
CGH
3045
CMG Global Holdings
Texas
$432K +$5.38K +34 +1%
RC
3046
Reik & Co
New York
$431K
MPAM
3047
Murphy Pohlad Asset Management
Minnesota
$431K
FWP
3048
Firethorn Wealth Partners
Georgia
$431K +$431K +2,720 New
AR
3049
Apeiron RIA
Texas
$431K +$431K +2,721 New
RF
3050
Robbins Farley
New Hampshire
$430K -$126K -796 -23%