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JPMorgan Chase

3,492 hedge funds and large institutions have $321B invested in JPMorgan Chase in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,764 increasing their positions, 1,266 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,492
Holders Change
-74
Holders Change %
-2.08%
% of All Funds
55.26%
Holding in Top 10
375
Holding in Top 10 Change
-134
Holding in Top 10 Change %
-26.33%
% of All Funds
5.93%
New
153
Increased
1,764
Reduced
1,266
Closed
180
Calls
$4.85B
Puts
$7.6B
Net Calls
-$2.76B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
3376
IAG Wealth Partners
Wisconsin
$137K +$12.5K +92 +10%
PP
3377
PrairieView Partners
Minnesota
$136K -$23.8K -175 -15%
PP
3378
PFS Partners
New Jersey
$136K +$136 +1 +0.1%
CWA
3379
Core Wealth Advisors
Florida
$131K -$3.94K -29 -3%
HFM
3380
Harvest Fund Management
China
$130K -$132K -971 -50%
PPWM
3381
PFG Private Wealth Management
Florida
$130K +$118K +863 +948%
HFA
3382
HC Financial Advisors
California
$129K +$10.3K +75 +9%
GKIM
3383
GW&K Investment Management
Massachusetts
$129K +$129K +943 New
LFG
3384
Larson Financial Group
Missouri
$126K -$34.9K -257 -22%
JPLA
3385
Joseph P. Lucia & Associates
New York
$126K +$126K +923 New
CDIA
3386
Capital Directions Investment Advisors
Georgia
$125K -$87.1K -637 -41%
OAJ
3387
Ogorek Anthony Joseph
New York
$125K
FEG
3388
Financial Enhancement Group
Indiana
$124K -$7.94K -58 -6%
BAM
3389
Baldrige Asset Management
Pennsylvania
$124K
MGIM
3390
M&G Investment Management
United Kingdom
$124K +$3.65K +26,847 +3%
TAM
3391
Tucker Asset Management
Colorado
$121K +$22.5K +165 +23%
Macquarie Group
3392
Macquarie Group
Australia
$120K -$184K -1,352,502 -61%
BIP
3393
Blueprint Investment Partners
North Carolina
$118K -$1.16M -8,550 -91%
AWM
3394
Abound Wealth Management
Tennessee
$115K -$13.1K -96 -10%
CFN
3395
Cordasco Financial Network
Florida
$114K
PO
3396
Private Ocean
California
$113K +$2.45K +18 +2%
WFA
3397
West Financial Advisors
Iowa
$108K +$5.6K +41 +5%
TIM
3398
Tevis Investment Management
Texas
$108K +$40K +298 +59%
CMBA
3399
C.M. Bidwell & Associates
Hawaii
$100K +$95.2K +700 +2,000%
MAM
3400
McCarthy Asset Management
California
$97K