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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 %
WFS
3451
Widmann Financial Services
Maryland
$145K +$145K +919 New
BAM
3452
Baldrige Asset Management
Pennsylvania
$144K -$6.98K -44 -5%
EIP
3453
Ellis Investment Partners
Pennsylvania
$143K +$13.1K +83 +10%
OBWP
3454
O'Brien Wealth Partners
Massachusetts
$141K -$11.9K -76 -8%
MGIM
3455
M&G Investment Management
United Kingdom
$139K -$64.6K -409,155 -32%
SFPG
3456
Stonebridge Financial Planning Group
Florida
$139K – – –
HFA
3457
HC Financial Advisors
California
$137K – – –
CFN
3458
Cordasco Financial Network
Florida
$132K – – –
PO
3459
Private Ocean
California
$129K +$4.61K +29 +4%
ITFISA
3460
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$128K -$30.1K -190 -19%
WFA
3461
West Financial Advisors
Iowa
$119K – – –
VFIC
3462
Valley Forge Investment Consultants
Pennsylvania
$116K +$27.5K +174 +31%
BIA
3463
Bell Investment Advisors
California
$114K -$21.1K -133 -16%
RK
3464
Rather & Kittrell
Tennessee
$114K +$114K +723 New
TAM
3465
Tucker Asset Management
Colorado
$114K +$3.8K +24 +3%
RFWA
3466
RPg Family Wealth Advisory
Massachusetts
$112K -$54K -341 -32%
MAM
3467
McCarthy Asset Management
California
$112K – – –
FA
3468
Financial Avengers
California
$112K +$24.1K +153 +27%
LPWM
3469
Lake Point Wealth Management
Texas
$111K – – –
TC
3470
TAP Consulting
Missouri
$111K +$111K +698 New
GWM
3471
Guardian Wealth Management
Illinois
$108K +$108K +679 New
SCA
3472
Stuart Chaussee & Associates
California
$105K +$24.4K +154 +30%
CFRPA
3473
Castle Financial & Retirement Planning Associates
New Jersey
$105K +$105K +671 New
HL
3474
Harding Loevner
New Jersey
$102K – – –
MFA
3475
McClarren Financial Advisors
Pennsylvania
$100K +$24.7K +157 +33%
137 138
139
140 141