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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 %
HIM
3476
Hillsdale Investment Management
Ontario, Canada
$97K -$18.1K -115 -16%
RDIA
3477
RE Dickinson Investment Advisors
Iowa
$97K +$97K +613 New
MCA
3478
Maryland Capital Advisors
Maryland
$91K +$91K +575 New
EC
3479
Estate Counselors
Wisconsin
$87K – – –
IA
3480
IndexIQ Advisors
New York
$82K +$82K +518 New
MS
3481
Mizuho Securities
Japan
$81K -$92.9K -584 -53%
BHWM
3482
Bay Harbor Wealth Management
Maryland
$81K +$3.06K +20 +4%
TIM
3483
Tevis Investment Management
Texas
$80K +$80K +506 New
WPWM
3484
Western Pacific Wealth Management
Illinois
$77K +$77K +492 New
APW
3485
Acima Private Wealth
Virginia
$73K – – –
MWA
3486
Miller Wealth Advisors
Colorado
$71K +$71K +450 New
TVWM
3487
Tower View Wealth Management
Wisconsin
$68K +$159 +1 +0.2%
ACK
3488
Andrew C. Karlinski
$67K +$67K +423 New
HFS
3489
Horizon Financial Services
North Carolina
$66.1K +$317 +2 +0.5%
TCWA
3490
Ten Capital Wealth Advisors
Washington
$65K – – –
DWA
3491
Delos Wealth Advisors
Texas
$64K +$63.5K +403 +13,433%
BC
3492
Barnett & Company
Tennessee
$62K -$1.59K -10 -3%
CMA
3493
Cedar Mountain Advisors
Oregon
$61K – – –
VIMU
3494
Veritas Investment Management (UK)
United Kingdom
$60K – – –
MFT
3495
Moisand Fitzgerald Tamayo
Florida
$59K – – –
MGI
3496
MayTech Global Investments
New York
$59K – – –
MW
3497
Milestone Wealth
New York
$59K +$59K +374 New
ETI
3498
Enterprise Trust & Investment
California
$57K – – –
LFG
3499
Leverty Financial Group
Wisconsin
$54K +$54K +346 New
VRS
3500
Virginia Retirement Systems
Virginia
$53.9K +$16 +100 +0%
138 139
140
141 142