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 %
WW
3201
Waterfront Wealth
Kansas
$320K +$116K +734 +57%
HWM
3202
HFR Wealth Management
New York
$317K
KC
3203
Knuff & Co
California
$317K
CCM
3204
Chickasaw Capital Management
Tennessee
$317K
TI
3205
Telemetry Investments
New York
$317K
TWM
3206
Tanager Wealth Management
United Kingdom
$317K +$317K +2,000 New
DWM
3207
Denver Wealth Management
Colorado
$316K +$316K +1,995 New
HNWA
3208
Henrickson Nauta Wealth Advisors
Michigan
$316K +$316K +2,181 New
DI
3209
Disciplined Investments
Oklahoma
$315K +$71.7K +453 +29%
CC
3210
Codex Capital
New York
$314K +$78.5K +500 +33%
MLFP
3211
MPS Loria Financial Planners
Illinois
$313K
PCTC
3212
Perkins Coie Trust Company
Washington
$311K -$4.12K -26 -1%
EWA
3213
ERTS Wealth Advisors
Michigan
$311K +$1.27K +8 +0.4%
HAFS
3214
Hapanowicz & Associates Financial Services
Pennsylvania
$310K -$88.4K -559 -22%
MSFP
3215
Mark Sheptoff Financial Planning
Connecticut
$310K +$2.06K +13 +0.7%
AC
3216
AlphaCore Capital
California
$309K +$40.8K +257 +15%
WCA
3217
Windsor Creek Advisors
Vermont
$308K -$1.23M -7,500 -80%
HWA
3218
Hilltop Wealth Advisors
North Carolina
$307K
AIL
3219
AGF Investments LLC
Ontario, Canada
$305K -$56K -353 -16%
RFP
3220
Roth Financial Partners
Texas
$305K
VBFG
3221
Vishria Bird Financial Group
Tennessee
$305K +$6.33K +40 +2%
HFM
3222
Harvest Fund Management
China
$305K +$47K +297 +18%
GSIS
3223
Global Strategic Investment Solutions
Arizona
$301K -$414K -2,615 -58%
DFA
3224
DHJJ Financial Advisors
Illinois
$301K +$475 +3 +0.2%
AL
3225
ADE LLC
Maryland
$301K +$20K +127 +7%