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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 %
VT
3176
Vise Technologies
New York
$335K +$335K +2,118 New
VC
3177
Veery Capital
Delaware
$334K -$1.59K -10 -0.5%
FC
3178
FCA Corp
Texas
$333K -$18.4K -116 -5%
AFIA
3179
America First Investment Advisors
Nebraska
$333K -$7.93K -50 -2%
WFA
3180
Websterrogers Financial Advisors
South Carolina
$332K -$44.2K -279 -12%
CFG
3181
Compton Financial Group
Maryland
$332K
MA
3182
Mezzasalma Advisors
New Jersey
$331K
I2I
3183
Insight 2811 Inc
Illinois
$331K +$118K +746 +55%
GCM
3184
G2 Capital Management
Ohio
$331K +$331K +2,090 New
FA
3185
Fiducient Advisors
Illinois
$330K -$973K -6,156 -75%
AWM
3186
Adams Wealth Management
Utah
$328K -$1.43K -9 -0.4%
SAM
3187
Shikiar Asset Management
New York
$328K
OPWM
3188
Oxinas Partners Wealth Management
Indiana
$327K -$25.5K -161 -7%
CCA
3189
Conestoga Capital Advisors
Pennsylvania
$327K
WCM
3190
Wallace Capital Management
Texas
$327K +$56.8K +358 +21%
C
3191
Covestor
United Kingdom
$327K +$327K +2,061 New
FPF
3192
First Pacific Financial
Washington
$326K
HR
3193
Hayden Royal
North Carolina
$325K +$8.23K +52 +3%
F
3194
F3Logic
Minnesota
$323K -$47.6K -300 -13%
CCA
3195
Cadent Capital Advisors
Oklahoma
$323K -$18.3K -116 -5%
WFA
3196
Wellspring Financial Advisors
Ohio
$322K +$20.1K +127 +7%
KBFS
3197
Kohmann Bosshard Financial Services
Ohio
$321K +$1.59K +10 +0.5%
CAG
3198
Curtis Advisory Group
California
$320K -$6.49K -41 -2%
RIM
3199
Rockbridge Investment Management
New York
$320K +$19.8K +125 +7%
FDS
3200
Freedom Day Solutions
Texas
$320K +$30.4K +192 +10%