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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 %
CCA
3101
Covey Capital Advisors
Georgia
$396K
JLBC
3102
J.L. Bainbridge & Co
Florida
$396K
CYG
3103
Clean Yield Group
Vermont
$396K +$98K +619 +33%
EWA
3104
Encompass Wealth Advisors
Oregon
$393K +$317 +2 +0.1%
HIS
3105
Harvest Investment Services
Illinois
$392K -$258K -1,632 -40%
TDC
3106
Thompson Davis & Co
Virginia
$392K +$392K +2,476 New
C
3107
CEDRUS
Colorado
$392K +$392K +2,474 New
BMCM
3108
Bryn Mawr Capital Management
Pennsylvania
$391K +$4.75K +30 +1%
OWA
3109
Opal Wealth Advisors
New York
$391K +$111K +698 +39%
AMCA
3110
Arthur M. Cohen & Associates
Illinois
$390K +$9.66K +61 +3%
HFS
3111
Heritage Financial Services
Massachusetts
$387K +$387K +2,444 New
WP
3112
Wealthspan Partners
Iowa
$387K +$387K +2,445 New
FEM
3113
Fulcrum Equity Management
Texas
$384K -$68.5K -433 -15%
AL
3114
Arnhold LLC
New York
$382K
BDFN
3115
Bond & Devick Financial Network
Minnesota
$380K -$792 -5 -0.2%
DBRC
3116
D.B. Root & Company
Pennsylvania
$380K +$155K +978 +69%
AWP
3117
Abacus Wealth Partners
California
$380K -$7.92K -50 -2%
UCB
3118
United Community Bank
South Carolina
$380K +$380K +2,398 New
LIM
3119
Lathrop Investment Management
Arkansas
$379K -$18.1K -114 -5%
NC
3120
NovaPoint Capital
Georgia
$379K +$15.9K +100 +4%
CFP
3121
Curran Financial Partners
South Carolina
$379K +$379K +2,392 New
NCMW
3122
Northern Capital Management (Washington)
Washington
$378K
CPC
3123
Cookson Peirce & Co
Pennsylvania
$378K +$121K +766 +47%
DU
3124
Delphia (USA)
Ontario, Canada
$376K +$376K +2,377 New
Financial Engines Advisors
3125
Financial Engines Advisors
California
$374K -$260K -1,645 -41%