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

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$10.5B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$96.1M
3
UBS AM
3
UBS AM
Illinois
$2.03B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.67B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAFN
3401
First Affirmative Financial Network
Colorado
$213K +$13K +82 +7%
RCS
3402
Retirement Capital Strategies
California
$212K +$951 +6 +0.5%
CWM
3403
ClientFirst Wealth Management
Arkansas
$212K +$212K +1,504 New
DA
3404
Detalus Advisors
Missouri
$211K -$64.9K -410 -24%
VAM
3405
Verity Asset Management
North Carolina
$211K +$6.16K +39 +3%
CWA
3406
Clarus Wealth Advisors
Arizona
$211K +$211K +1,250 New
SFA
3407
Seneca Financial Advisors
New York
$210K +$633 +4 +0.3%
WAM
3408
WFA Asset Management
Wisconsin
$209K +$209K +1,317 New
PC
3409
Periscope Capital
Ontario, Canada
$208K +$208K +1,316 New
CMS
3410
Capital Market Strategies
Florida
$207K +$207K +1,307 New
ONSWM
3411
Old North State Wealth Management
North Carolina
$207K +$207K +1,305 New
WA
3412
Wealthstar Advisors
Texas
$206K -$6K -38 -3%
EP
3413
EPIQ Partners
Minnesota
$206K -$1.11K -7 -0.5%
Flossbach Von Storch
3414
Flossbach Von Storch
Germany
$206K – – –
ER
3415
Enlightenment Research
Florida
$206K +$206K +1,300 New
TA
3416
Teramo Advisors
Florida
$206K +$206K +1,300 New
BFWA
3417
Benchmark Financial Wealth Advisors
Florida
$205K +$205K +1,293 New
LS
3418
Leelyn Smith
Illinois
$204K -$3.96K -25 -2%
MWP
3419
MYCIO Wealth Partners
Pennsylvania
$204K – – –
TP
3420
Truvvo Partners
New York
$204K +$1.26K +8 +0.6%
JWM
3421
Jackson Wealth Management
Florida
$204K +$204K +1,288 New
WFA
3422
WestHill Financial Advisors
California
$204K +$204K +1,291 New
SCA
3423
St. Clair Advisors
Ohio
$203K -$140K -881 -41%
CBT
3424
Capital Bank & Trust
California
$203K – – –
BWM
3425
Brickley Wealth Management
California
$203K +$6.98K +44 +4%
135 136
137
138 139