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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 %
LD
3226
Lipe & Dalton
New York
$301K +$23K +145 +8%
PWC
3227
PYA Waltman Capital
Tennessee
$300K
NEPPG
3228
New England Professional Planning Group
Rhode Island
$299K -$30.6K -183 -9%
PSC
3229
Prentiss Smith & Co
Vermont
$299K -$13.5K -85 -4%
NWA
3230
New World Advisors
Massachusetts
$299K +$158 +1 +0.1%
PS
3231
Planned Solutions
California
$299K +$299K +1,888 New
AMR
3232
Asset Management Resources
Massachusetts
$299K +$299K +1,890 New
WCWM
3233
Willow Creek Wealth Management
California
$297K +$2.22K +14 +0.8%
MWA
3234
Motive Wealth Advisors
Michigan
$297K +$15K +95 +5%
LODC
3235
Lanham O'Dell & Company
West Virginia
$297K +$297K +1,879 New
CIAS
3236
CFS Investment Advisory Services
New Jersey
$296K +$25.1K +168 +9%
CANY
3237
Caxton Associates (New York)
New York
$296K +$296K +1,869 New
TS
3238
Tamar Securities
California
$295K -$3.01K -19 -1%
SEEDPG
3239
S.E.E.D. Planning Group
New York
$295K +$3.64K +23 +1%
TCM
3240
Tradewinds Capital Management
Washington
$294K +$9.51K +60 +3%
AAIM
3241
Asset Advisors Investment Management
Georgia
$294K +$18.2K +115 +7%
VFM
3242
Vivid Financial Management
California
$293K
SAM
3243
Synergy Asset Management
Washington
$293K +$83.9K +529 +40%
DC
3244
Defender Capital
North Carolina
$293K +$293K +1,849 New
ST
3245
Sentinel Trust
Texas
$293K +$293K +1,853 New
ZCA
3246
Zeke Capital Advisors
Pennsylvania
$292K +$34.7K +219 +13%
SCFS
3247
S.C. Financial Services
Arizona
$292K +$292K +1,737 New
CCP
3248
Cassia Capital Partners
North Carolina
$291K -$1.98M -12,495 -87%
SHWM
3249
Smith & Howard Wealth Management
Georgia
$291K +$11.1K +70 +4%
CIM
3250
Confluence Investment Management
Missouri
$290K -$4.75K -30 -2%