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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 %
CPA
3351
Capital Performance Advisors
California
$239K +$239K +1,646 New
CISOA
3352
Capital Investment Services of America
Wisconsin
$238K – – –
RIG
3353
RiverFront Investment Group
Virginia
$238K – – –
BLAM
3354
Bourne Lent Asset Management
New York
$238K – – –
MAM
3355
Morse Asset Management
Connecticut
$237K -$304K -1,917 -56%
CC
3356
Colrain Capital
Massachusetts
$237K – – –
KL
3357
KWMG LLC
Kansas
$237K +$1.9K +12 +0.8%
TCM
3358
Tanaka Capital Management
New York
$235K -$53.4K -338 -19%
ACA
3359
Ascension Capital Advisors
Texas
$235K – – –
AFA
3360
American Financial Advisors
Georgia
$234K +$950 +6 +0.4%
WWG
3361
West Wealth Group
California
$233K +$233K +1,471 New
WRM
3362
Weybosset Research & Management
Rhode Island
$232K -$25.3K -160 -10%
BCA
3363
Biltmore Capital Advisors
New Jersey
$231K -$15.9K -100 -6%
HP
3364
HT Partners
Connecticut
$231K +$6.49K +41 +3%
NWM
3365
Nauset Wealth Management
Connecticut
$230K +$230K +1,452 New
AF
3366
Apexium Financial
Texas
$228K -$116K -729 -34%
DWMG
3367
DB Wealth Management Group
California
$227K +$158 +1 +0.1%
FWM
3368
Fortress Wealth Management
California
$227K +$227K +1,435 New
PWM
3369
PRW Wealth Management
Massachusetts
$226K +$13.3K +84 +6%
ETIA
3370
Epic Trust Investment Advisors
Washington
$226K +$226K +1,428 New
VBWMG
3371
Von Berge Wealth Management Group
California
$226K +$226K +1,520 New
RWM
3372
Rezny Wealth Management
Florida
$225K – – –
D
3373
Dentgroup
Louisiana
$225K +$225K +1,421 New
KFP
3374
Keystone Financial Planning
Ohio
$224K – – –
VBFP
3375
Valtinson Bruner Financial Planning
Minnesota
$224K +$159 +1 +0.1%
133 134
135
136 137