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 %
TCOK
3251
Trust Company of Kansas
Kansas
$290K -$1.74K -11 -0.6%
APS
3252
American Planning Services
Florida
$289K +$289K +1,825 New
AAM
3253
Ameraudi Asset Management
New York
$288K
KC
3254
Kingfisher Capital
North Carolina
$288K +$316 +2 +0.1%
ACP
3255
Arcus Capital Partners
Georgia
$288K +$66.9K +422 +30%
TWM
3256
Triton Wealth Management
Arizona
$286K +$4.64K +31 +2%
NA
3257
Navellier & Associates
Nevada
$285K -$15.8K -100 -5%
SF
3258
Symphony Financial
Texas
$285K +$37.8K +233 +15%
KNFPWM
3259
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$284K +$284K +1,796 New
SWP
3260
Summit Wealth Partners
Florida
$284K +$16.6K +105 +6%
SFC
3261
SYM Financial Corp
Indiana
$284K -$11.1K -70 -4%
LFA
3262
Level Financial Advisors
New York
$282K +$282K +1,783 New
BWM
3263
Boyd Wealth Management
California
$280K +$280K +1,768 New
NRW
3264
Nova R Wealth
Kansas
$279K +$279K +1,760 New
KL
3265
KilterHowling LLC
Colorado
$279K +$279K +1,760 New
GB
3266
Goepper Burkhardt
South Carolina
$278K +$158 +1 +0.1%
EPM
3267
Equitec Proprietary Markets
Illinois
$278K +$278K +1,757 New
HSG
3268
Helen Stephens Group
Texas
$278K +$278K +1,758 New
SFP
3269
Sterling Financial Planning
New Jersey
$277K +$63.4K +400 +30%
NF
3270
Norwood Financial
Pennsylvania
$277K +$277K +1,750 New
TWM
3271
TMD Wealth Management
Arizona
$276K
SAF
3272
Smith Anglin Financial
Texas
$276K +$1.58K +10 +0.6%
MKA
3273
M. Kulyk & Associates
Georgia
$276K +$64.7K +409 +31%
KFS
3274
Kurt F. Somerville
$275K +$47.6K +300 +21%
BFG
3275
Baron Financial Group
New Jersey
$275K