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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 %
TC
3126
Truvestments Capital
Florida
$374K -$120K -760 -24%
W
3127
WealthOne
New York
$373K +$45.6K +288 +14%
ACM
3128
Advance Capital Management
Michigan
$373K +$373K +2,356 New
PGWM
3129
Pitti Group Wealth Management
New York
$371K +$371K +2,342 New
IP
3130
Isthmus Partners
Wisconsin
$370K
GAMC
3131
Garner Asset Management Corp
Texas
$368K +$159 +1 +0%
JSA
3132
Jacobson & Schmitt Advisors
Wisconsin
$368K +$127K +800 +53%
BFS
3133
Bickling Financial Services
Massachusetts
$367K +$58.1K +367 +19%
TC
3134
Tacita Capital
Ontario, Canada
$367K +$67.2K +425 +22%
SSW
3135
Smith Shellnut Wilson
Mississippi
$366K -$24.7K -156 -6%
CWM
3136
Campbell Wealth Management
Virginia
$366K +$26.8K +169 +8%
ICM
3137
Intrepid Capital Management
Florida
$366K +$90.7K +573 +33%
CA
3138
Claris Advisors
Missouri
$366K +$366K +2,311 New
RVPG
3139
Relative Value Partners Group
$365K
CC
3140
Centiva Capital
New York
$365K +$11.2K +71 +3%
TWM
3141
Trevian Wealth Management
Massachusetts
$364K +$364K +2,303 New
FWM
3142
Forefront Wealth Management
Pennsylvania
$363K +$363K +2,295 New
HFW
3143
Horizon Family Wealth
Illinois
$362K +$362K +2,287 New
WFA
3144
WMG Financial Advisors
Tennessee
$362K +$362K +2,295 New
FWM
3145
FSA Wealth Management
Massachusetts
$361K +$16.1K +102 +5%
MF
3146
Manchester Financial
California
$360K -$6.01K -38 -2%
PFG
3147
Pinnacle Financial Group
Illinois
$359K +$359K +2,269 New
WFG
3148
Wills Financial Group
Virginia
$358K
SL
3149
Salomon & Ludwin
Virginia
$358K +$49.2K +310 +16%
SIC
3150
SJS Investment Consulting
Ohio
$357K +$357K +2,254 New