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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 %
MSWMA
3051
Market Street Wealth Management Advisors
Indiana
$430K -$79.2K -500 -16%
TA
3052
Trellis Advisors
Washington
$430K -$7.92K -50 -2%
AW
3053
Avion Wealth
Texas
$430K
CC
3054
Capital Counsel
New York
$430K
DSAM
3055
Dock Street Asset Management
Florida
$430K
SAM
3056
Sycomore Asset Management
France
$428K
BFAG
3057
Blackston Financial Advisory Group
Florida
$428K +$428K +2,703 New
LFRG
3058
Lazard Frères Gestion
France
$428K +$329K +4,298 +331%
ASFA
3059
All Season Financial Advisors
Colorado
$427K -$7.76K -49 -2%
MAM
3060
Marotta Asset Management
Virginia
$425K
ML
3061
Mayport LLC
Massachusetts
$424K +$424K +2,677 New
GFPC
3062
Global Financial Private Client
Florida
$423K +$56.9K +359 +16%
CAWM
3063
Capital Advisors Wealth Management
Washington
$423K -$26.6K -168 -6%
AWS
3064
Arkfeld Wealth Strategies
Nebraska
$421K -$49.7K -295 -11%
TIM
3065
Tortoise Investment Management
New York
$419K -$228K -1,438 -35%
PCM
3066
Pennsylvania Capital Management
Pennsylvania
$419K
AIA
3067
AIMZ Investment Advisors
California
$418K
TI
3068
Truepoint Inc
Ohio
$417K +$43.9K +277 +12%
AWM
3069
Altus Wealth Management
Kentucky
$415K +$1.11K +7 +0.3%
UFA
3070
US Financial Advisors
Massachusetts
$414K +$13.3K +84 +3%
AWM
3071
Aprio Wealth Management
Georgia
$413K -$1.59K -10 -0.4%
CNWM
3072
Clay Northam Wealth Management
California
$413K +$413K +2,611 New
SFWC
3073
Strategic Family Wealth Counselors
New Jersey
$412K
HCP
3074
Holt Capital Partners
Texas
$410K
KCA
3075
Karn Couzens & Associates
Connecticut
$409K