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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 %
LDFR
3076
Lehman & Derafelo Financial Resources
Pennsylvania
$408K +$1.9K +12 +0.5%
CMI
3077
Clare Market Investments
Texas
$408K -$4.28K -27 -1%
CWA
3078
Capital Wealth Alliance
Arizona
$407K -$8.69K -55 -2%
VCP
3079
Vista Capital Partners
Oregon
$407K +$16.6K +105 +4%
CWM
3080
Cahaba Wealth Management
Georgia
$407K +$60K +379 +17%
LFG
3081
Lockerman Financial Group
California
$407K +$407K +2,574 New
GCP
3082
GSA Capital Partners
United Kingdom
$406K -$2.1M -13,241 -84%
IAG
3083
Investment Advisory Group
Massachusetts
$406K +$406K +2,601 New
MWM
3084
Mascoma Wealth Management
New Hampshire
$405K -$130K -819 -24%
MPCL
3085
My Personal CFO LLC
Washington
$405K +$405K +2,557 New
CW
3086
Cook Wealth
North Carolina
$405K +$405K +2,653 New
TFGT
3087
TS Financial Group (TSFG)
Illinois
$404K +$2.38K +15 +0.6%
PWS
3088
Paragon Wealth Strategies
Florida
$403K -$55.6K -351 -12%
WA
3089
Wealth Advisors
California
$403K +$158 +1 +0%
KIA
3090
Kraematon Investment Advisors
Massachusetts
$402K +$402K +2,537 New
KW
3091
KWB Wealth
California
$401K +$1.11K +7 +0.3%
NIM
3092
NuWave Investment Management
New Jersey
$401K +$401K +2,533 New
HS
3093
Horan Securities
United States
$400K +$400K +2,525 New
GCL
3094
Gouws Capital LLC
North Carolina
$400K +$400K +2,525 New
BWCS
3095
Beirne Wealth Consulting Services
Connecticut
$399K
MWM
3096
Madison Wealth Management
Ohio
$399K +$26.1K +165 +7%
JGIA
3097
Jackson Grant Investment Advisers
Connecticut
$398K +$475 +3 +0.1%
RWA
3098
Redhawk Wealth Advisors
Minnesota
$398K +$42.8K +270 +12%
WA
3099
Wealthstream Advisors
New York
$398K +$398K +2,516 New
HGWM
3100
Horst & Graben Wealth Management
Oregon
$397K -$32K -202 -7%