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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 %
LFS
3276
Legacy Financial Strategies
Kansas
$274K
FWSM
3277
First Wilshire Securities Management
California
$272K
CFAM
3278
Coury Firm Asset Management
Pennsylvania
$272K +$272K +1,716 New
CCA
3279
Clearwater Capital Advisors
Illinois
$271K -$54.5K -344 -17%
DPI
3280
Diversified Portfolios Inc
Michigan
$271K -$50.6K -319 -16%
RBC
3281
Roble Belko & Company
Pennsylvania
$270K +$31.7K +200 +13%
RPGK
3282
Retirement Planning Group (Kansas)
Kansas
$270K +$50.1K +316 +23%
CIA
3283
Caerus Investment Advisors
Texas
$269K +$269K +1,696 New
LA
3284
Lakeside Advisors
Washington
$269K +$269K +1,699 New
TFP
3285
Triune Financial Partners
Kansas
$268K +$268K +1,693 New
RIA
3286
Richwood Investment Advisors
Ohio
$268K +$268K +1,691 New
TC
3287
Tatro Capital
Kentucky
$267K -$3.17K -20 -1%
SA
3288
Shilanski & Associates
Alaska
$267K -$1.74K -11 -0.6%
MPW
3289
MA Private Wealth
California
$267K +$15.3K +97 +6%
BFA
3290
Buttonwood Financial Advisors
Maryland
$267K +$267K +1,688 New
DP
3291
Denver PWM
Colorado
$266K +$65.4K +404 +33%
HW
3292
Hamilton Wealth
California
$266K +$266K +1,677 New
PW
3293
Peninsula Wealth
California
$266K +$266K +1,682 New
KC
3294
Kenfarb & Co
Kentucky
$266K +$266K +1,682 New
SBWIC
3295
Schaper Benz & Wise Investment Counsel
Wisconsin
$264K
HCM
3296
Howard Capital Management
Georgia
$264K +$264K +1,668 New
Capstone Investment Advisors
3297
Capstone Investment Advisors
New York
$263K -$1.34M -8,464 -84%
PA
3298
Parkside Advisors
California
$263K -$14.9K -94 -5%
LIG
3299
Lokken Investment Group
Delaware
$262K +$6.02K +38 +2%
CCM
3300
Cribstone Capital Management
Maine
$261K +$95.1K +600 +57%