JPM icon

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 %
FA
3401
Financial Avengers
California
$97K +$408 +3 +0.4%
RFWA
3402
RPg Family Wealth Advisory
Massachusetts
$96.7K
LPWM
3403
Lake Point Wealth Management
Texas
$96K +$137 +1 +0.1%
TWP
3404
TFO Wealth Partners
Ohio
$96K +$96K +701 New
GWM
3405
Guardian Wealth Management
Illinois
$93K +$273 +2 +0.3%
SC
3406
Schubert & Co
Texas
$86K -$83.8K -617 -49%
MFA
3407
McClarren Financial Advisors
Pennsylvania
$86K
RDIA
3408
RE Dickinson Investment Advisors
Iowa
$84K
SCA
3409
Stuart Chaussee & Associates
California
$82K -$7.87K -58 -9%
APP
3410
Alpha Paradigm Partners
Illinois
$80K +$78.2K +576 +4,431%
VFIC
3411
Valley Forge Investment Consultants
Pennsylvania
$78K -$22.1K -162 -22%
MCA
3412
Maryland Capital Advisors
Maryland
$78K
MWA
3413
Miller Wealth Advisors
Colorado
$78K +$16.4K +120 +27%
GCA
3414
Greenwood Capital Associates
South Carolina
$77K -$8.97M -66,066 -99%
BHWM
3415
Bay Harbor Wealth Management
Maryland
$77K +$5.03K +37 +7%
BSWA
3416
Bromfield Sneider Wealth Advisors
Massachusetts
$76K +$76K +555 New
HC
3417
Hoese & Co
Minnesota
$75K -$135K -978 -64%
EC
3418
Estate Counselors
Wisconsin
$75K
HL
3419
Harding Loevner
New Jersey
$72K -$6.36K -52 -8%
EA
3420
Evolution Advisers
Virginia
$72K +$27.1K +200 +60%
WPWM
3421
Western Pacific Wealth Management
Illinois
$67K
TCWA
3422
Ten Capital Wealth Advisors
Washington
$64K +$7.78K +57 +14%
APW
3423
Acima Private Wealth
Virginia
$63K
WWP
3424
WR Wealth Planners
Missouri
$59.3K +$59.3K +435 New
MW
3425
Milestone Wealth
New York
$59K