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JPMorgan Chase

3,492 hedge funds and large institutions have $321B invested in JPMorgan Chase in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,764 increasing their positions, 1,266 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,492
Holders Change
-74
Holders Change %
-2.08%
% of All Funds
55.26%
Holding in Top 10
375
Holding in Top 10 Change
-134
Holding in Top 10 Change %
-26.33%
% of All Funds
5.93%
New
153
Increased
1,764
Reduced
1,266
Closed
180
Calls
$4.85B
Puts
$7.6B
Net Calls
-$2.76B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
3251
Outlook Wealth Advisors
Texas
$242K -$602K -4,420 -71%
TCM
3252
Tradewinds Capital Management
Washington
$241K -$12.3K -90 -5%
NRW
3253
Nova R Wealth
Kansas
$241K +$819 +6 +0.3%
FPOC
3254
Financial Planners of Cleveland
Ohio
$240K -$38.9K -285 -14%
HSG
3255
Helen Stephens Group
Texas
$240K
EIP
3256
Ellis Investment Partners
Pennsylvania
$240K +$117K +861 +95%
SA
3257
Sicart Associates
New York
$239K -$176K -1,291 -42%
SCFS
3258
S.C. Financial Services
Arizona
$239K +$2.45K +18 +1%
CFAM
3259
Coury Firm Asset Management
Pennsylvania
$239K +$5.31K +39 +2%
LOAMU
3260
Lombard Odier Asset Management (USA)
New York
$239K +$239K +1,750 New
CISOA
3261
Capital Investment Services of America
Wisconsin
$238K
SFP
3262
Sterling Financial Planning
New Jersey
$238K
QT
3263
Quantbot Technologies
New York
$238K +$238K +1,752 New
TWM
3264
TMD Wealth Management
Arizona
$237K
RPGK
3265
Retirement Planning Group (Kansas)
Kansas
$237K +$4.91K +36 +2%
SF
3266
Safeguard Financial
Wisconsin
$237K +$237K +1,737 New
BFG
3267
Baron Financial Group
New Jersey
$237K
TWP
3268
Tower Wealth Partners
Pennsylvania
$236K -$56.4K -414 -19%
VC
3269
Veery Capital
Delaware
$236K -$51.3K -376 -18%
LD
3270
Lipe & Dalton
New York
$236K -$23.2K -170 -9%
SAM
3271
Synergy Asset Management
Washington
$235K -$17.5K -128 -7%
RFN
3272
Redwood Financial Network
Ohio
$235K +$235K +1,727 New
KFS
3273
Kurt F. Somerville
$234K -$2.59K -19 -1%
FWSM
3274
First Wilshire Securities Management
California
$234K
DPI
3275
Diversified Portfolios Inc
Michigan
$233K