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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 %
MGIA
3326
Matthew Goff Investment Advisor
Texas
$250K -$4.12K -26 -2%
CWM
3327
Cherrydale Wealth Management
New Jersey
$248K +$248K +1,563 New
RW
3328
RVW Wealth
California
$248K +$248K +1,564 New
BMD
3329
Better Money Decisions
New Mexico
$247K -$94.1K -594 -28%
MAM
3330
Marquette Asset Management
Minnesota
$247K -$3.81K -24 -2%
RSVP
3331
Ramsay Stattman Vela & Price
Colorado
$247K – – –
AMG
3332
Asset Management Group
Connecticut
$247K +$1.43K +9 +0.6%
CIM
3333
Corbyn Investment Management
Maryland
$247K +$17K +107 +7%
CDIA
3334
Capital Directions Investment Advisors
Georgia
$246K +$103K +649 +72%
RA
3335
Rise Advisors
New York
$245K +$245K +1,548 New
FIM
3336
Fernwood Investment Management
Massachusetts
$245K +$19K +120 +8%
TA
3337
Tectonic Advisors
Texas
$245K +$34.9K +220 +17%
CFSG
3338
Clark Financial Services Group
Missouri
$245K +$245K +1,546 New
PFP
3339
Paragon Financial Partners
California
$245K +$245K +1,546 New
DOA
3340
D'Orazio & Associates
Virginia
$244K -$18K -114 -7%
CC
3341
Claybrook Capital
Massachusetts
$244K +$22.6K +143 +10%
HF
3342
Halpern Financial
Virginia
$244K – – –
DHGWA
3343
Dixon Hughes Goodman Wealth Advisors
North Carolina
$242K +$242K +1,525 New
SWM
3344
SFG Wealth Management
Maryland
$242K +$242K +1,526 New
HC
3345
Hoese & Co
Minnesota
$241K -$15K -95 -6%
WAOTB
3346
Wealth Advisors of Tampa Bay
Florida
$241K +$241K +1,522 New
OTPPB
3347
Ontario Teachers' Pension Plan Board
Ontario, Canada
$241K +$241K +1,525 New
MGAM
3348
McGowan Group Asset Management
Texas
$239K -$15.6K -99 -6%
GAM
3349
Garrison Asset Management
Arkansas
$239K – – –
SSC
3350
Syverson Strege & Co
Iowa
$239K +$20.6K +130 +9%
132 133
134
135 136