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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 %
DB
3451
Dravo Bay
Delaware
$25.9K +$25.9K +190 New
CI
3452
Carroll Investors
South Carolina
$25K
CPFP
3453
Clear Perspectives Financial Planning
Ohio
$24K
MG
3454
MilWealth Group
Wisconsin
$23.6K
WIA
3455
Wealthstreet Investment Advisors
Texas
$23K
RG
3456
Retirement Group
California
$23K +$2.57K +19 +13%
HWM
3457
HighMark Wealth Management
Minnesota
$21K +$133 +1 +0.6%
CM
3458
Cornerstone Management
Georgia
$21K
MWC
3459
MBM Wealth Consultants
Missouri
$20K -$6K -45 -23%
MBFW
3460
Morton Brown Family Wealth
Pennsylvania
$20K +$20K +150 New
HFS
3461
HBC Financial Services
Washington
$18K
SFCL
3462
Strengthening Families & Communities LLC
Massachusetts
$18K
JMF
3463
Johnson Midwest Financial
Iowa
$17K +$4.25K +31 +33%
CIR
3464
Clear Investment Research
Georgia
$16K +$8.69K +63 +119%
NWM
3465
Navigation Wealth Management
Colorado
$15K
LWA
3466
Lowe Wealth Advisors
Maryland
$14K -$9.1K -65 -39%
SL
3467
Savior LLC
Massachusetts
$14K -$140 -1 -1%
RCC
3468
Red Cedar Capital
Nebraska
$14K
EA
3469
Emerald Advisers
Pennsylvania
$14K
IFS
3470
Intelligent Financial Strategies
Minnesota
$14K +$139 +1 +1%
EW
3471
Emerson Wealth
Michigan
$14K +$14K +102 New
CAM
3472
ClariVest Asset Management
California
$13K -$1.01K -7 -7%
AWM
3473
Activest Wealth Management
Florida
$13K +$10.2K +74 +370%
CWA
3474
Carolina Wealth Advisors
South Carolina
$12K -$21.2K -150 -64%
BA
3475
Bivin & Associates
Oklahoma
$11K