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 %
RHJA
3151
Rice Hall James & Associates
California
$356K
IIA
3152
ICW Investment Advisors
Arizona
$354K +$158 +1 +0%
BBPWM
3153
Blue Bell Private Wealth Management
Pennsylvania
$353K +$353K +2,227 New
DAM
3154
Deltec Asset Management
New York
$352K
NERM
3155
New England Research & Management
Illinois
$352K +$352K +2,223 New
MA
3156
MKT Advisors
California
$352K +$352K +2,378 New
JC
3157
Jacobs & Co
California
$351K -$5.06K -32 -1%
AFG
3158
Affinia Financial Group
Massachusetts
$349K -$43.3K -286 -11%
OWA
3159
One Wealth Advisors
California
$349K -$2.53K -16 -0.7%
IPW
3160
IronBridge Private Wealth
Texas
$349K +$1.59K +10 +0.5%
SAM
3161
SP Asset Management
California
$349K +$13.8K +91 +4%
MCS
3162
Metatron Capital SICAV
Malta
$348K +$348K +2,200 New
CFC
3163
Coyle Financial Counsel
Illinois
$345K +$1.27K +8 +0.4%
1W
3164
1776 Wealth
Georgia
$344K -$158 -1 -0%
FPOC
3165
Financial Planners of Cleveland
Ohio
$344K +$344K +2,043 New
SFP
3166
Sweet Financial Partners
Minnesota
$343K +$343K +2,166 New
FCM
3167
Fourpath Capital Management
Oklahoma
$342K +$342K +2,158 New
BSSFA
3168
Baron Silver Stevens Financial Advisors
Florida
$341K +$30.8K +195 +10%
TWP
3169
Tower Wealth Partners
Pennsylvania
$340K +$59.1K +373 +21%
ECAM
3170
East Coast Asset Management
Massachusetts
$339K
EF
3171
Exeter Financial
Arizona
$339K
FAN
3172
Financial Advisors Network
California
$336K -$11.5K -73 -3%
AA
3173
AlphaMark Advisors
Kentucky
$336K -$158 -1 -0%
EI
3174
Ellevest Inc
New York
$335K -$26.9K -170 -7%
TIAM2
3175
Tru Independence Asset Management 2
Oregon
$335K +$77.3K +488 +30%