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JPMorgan Chase
JPM

Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.82B
2
GQG Partners
GQG Partners
Florida
$807M
3
Renaissance Technologies
Renaissance Technologies
New York
$529M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$744M
5
State Street
State Street
Massachusetts
$22.4B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$10.5B
2
Lazard Asset Management
Lazard Asset Management
New York
$96.1M
3
UBS AM
UBS AM
Illinois
$2.03B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$7.67B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
3301
Morling Financial Advisors
California
$261K +$261K +1,646 New
AFS
3302
AFG Fiduciary Services
Massachusetts
$261K +$261K +1,647 New
SSCA
3303
South Shore Capital Advisors
Massachusetts
$261K +$261K +1,648 New
PTC
3304
Petrus Trust Company
Texas
$261K +$261K +1,650 New
AG
3305
Algert Global
California
$260K +$260K +1,641 New
PC
3306
Prairiewood Capital
North Dakota
$259K -$26.2K -165 -9%
KPWG
3307
KFA Private Wealth Group
Virginia
$259K -$7.28K -46 -3%
SIP
3308
Stoneridge Investment Partners
Pennsylvania
$259K – – –
CP
3309
Camelot Portfolios
Ohio
$259K +$259K +1,635 New
FIM
3310
FWL Investment Management
Texas
$257K +$257K +1,621 New
VW
3311
Vance Wealth
California
$257K +$257K +1,621 New
JRFS
3312
James Reed Financial Services
Ohio
$257K +$257K +1,625 New
HLOC
3313
H.L. Ormond & Company
North Carolina
$257K +$257K +1,658 New
DGI
3314
Disciplined Growth Investors
Minnesota
$255K -$54.1K -342 -18%
BWA
3315
BlueSky Wealth Advisors
North Carolina
$255K – – –
NCP
3316
NexWave Capital Partners
New York
$255K – – –
CSIA
3317
Charles Schwab Investment Advisory
California
$255K +$475 +3 +0.2%
KC
3318
Kinloch Capital
Virginia
$254K – – –
TAIM
3319
Te Ahumairangi Investment Management
New Zealand
$253K -$206K -1,300 -45%
HCM
3320
Horiko Capital Management
New York
$253K – – –
IDA
3321
Intelligence Driven Advisers
California
$253K +$39.1K +267 +18%
HCC
3322
Hirtle Callaghan & Co
Pennsylvania
$253K +$253K +1,595 New
GFP
3323
Guardian Financial Partners
California
$252K +$252K +1,589 New
FZCM
3324
Flynn Zito Capital Management
New York
$251K +$251K +1,589 New
SWP
3325
ShoreHaven Wealth Partners
New Jersey
$250K -$21.2K -134 -8%
131 132
133
134 135