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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 %
FCC
3426
Flower City Capital
New York
$203K +$203K +1,282 New
W
3427
WorthPointe
California
$203K +$203K +1,308 New
HCM
3428
Horrell Capital Management
Arkansas
$201K -$19.8K -125 -9%
GC
3429
Gibson Capital
Pennsylvania
$198K – – –
SC
3430
Schubert & Co
Texas
$198K +$198K +1,250 New
TCM
3431
TD Capital Management
Tennessee
$189K -$12.5K -79 -6%
KFP
3432
KB Financial Partners
New Jersey
$189K +$189K +1,194 New
LFG
3433
Larson Financial Group
Missouri
$187K +$76.6K +485 +69%
PP
3434
PrairieView Partners
Minnesota
$186K +$27.7K +175 +18%
RCA
3435
Riverview Capital Advisers
Massachusetts
$180K +$180K +1,134 New
HWM
3436
Holloway Wealth Management
Florida
$174K -$180K – –
TF
3437
TimeScale Financial
Massachusetts
$171K +$316 +2 +0.2%
WOSD
3438
WFA of San Diego
California
$171K +$44.9K +284 +36%
KFS
3439
Kelly Financial Services
Massachusetts
$169K +$633 +4 +0.4%
JWM
3440
Janiczek Wealth Management
Colorado
$164K +$9.02K +57 +6%
OA
3441
Operose Advisors
Wisconsin
$163K +$163K +1,029 New
LPP
3442
Life Planning Partners
Florida
$162K +$162K +1,026 New
NOI
3443
Newton One Investments
Delaware
$161K – – –
PP
3444
PFS Partners
New Jersey
$157K +$157K +994 New
CWA
3445
Core Wealth Advisors
Florida
$157K -$16.4K -104 -9%
FEG
3446
Financial Enhancement Group
Indiana
$153K -$8.73K -55 -5%
AWM
3447
Abound Wealth Management
Tennessee
$148K +$148K +938 New
VCM
3448
Versant Capital Management
Arizona
$147K +$317 +2 +0.2%
OAJ
3449
Ogorek Anthony Joseph
New York
$145K -$5.04K -32 -3%
IWP
3450
IAG Wealth Partners
Wisconsin
$145K +$4.13K +26 +3%
136 137
138
139 140