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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 %
BRA
3376
Biechele Royce Advisors
Indiana
$223K -$11.1K -70 -5%
DT
3377
Daniels + Tansey
Delaware
$223K +$5.86K +37 +3%
KCM
3378
Kendall Capital Management
Maryland
$223K +$15.9K +100 +8%
SCA
3379
Southern Capital Advisors
Tennessee
$223K +$223K +1,409 New
RRCM
3380
Rappaport Reiches Capital Management
Illinois
$222K -$6.81K -43 -3%
CPA
3381
Cowen Prime Advisors
New York
$221K – – –
WIM
3382
Warwick Investment Management
Texas
$221K +$221K +1,394 New
GCM
3383
Graham Capital Management
Connecticut
$221K +$221K +1,396 New
GHA
3384
GW Henssler & Associates
Georgia
$221K +$221K +1,397 New
SCA
3385
Sage Capital Advisors
South Dakota
$220K +$298 +2 +0.1%
RFA
3386
RTD Financial Advisors
Pennsylvania
$220K +$220K +1,389 New
BHWM
3387
Beaird Harris Wealth Management
Texas
$220K +$220K +1,390 New
VLC
3388
Van Leeuwen & Company
New Jersey
$219K -$17.8K -112 -8%
TFA
3389
Toth Financial Advisory
Virginia
$219K – – –
GCWM
3390
Graham Capital Wealth Management
District of Columbia
$219K +$219K +1,378 New
AL
3391
ACAS LLC
California
$218K -$3.96K -25 -2%
WFPG
3392
Waller Financial Planning Group
Ohio
$216K – – –
MFM
3393
MD Financial Management
Ontario, Canada
$216K +$46.2K +292 +27%
PWA
3394
Peterson Wealth Advisors
Utah
$216K +$216K +1,363 New
BWP
3395
Bernardo Wealth Planning
Pennsylvania
$216K +$216K +1,367 New
BBW
3396
Blue Barn Wealth
Utah
$215K -$476 -3 -0.2%
AFS
3397
Annapolis Financial Services
Maryland
$215K +$793 +5 +0.4%
SC
3398
Sepio Capital
Utah
$215K +$215K +1,361 New
MCM
3399
McDonough Capital Management
Florida
$214K +$214K +1,352 New
TCCM
3400
Timber Creek Capital Management
Massachusetts
$213K – – –
134 135
136
137 138