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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 %
RIM
3476
Ranger Investment Management
Texas
$10K
ST
3477
Sageworth Trust
Pennsylvania
$10K
MUMSS
3478
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K -$9.33K -70 -54%
BIM
3479
Baldwin Investment Management
Pennsylvania
$7.08K +$92 +674 +1%
CWM
3480
Cedar Wealth Management
California
$7K
YAL
3481
Your Advocates Ltd
Texas
$7K
FGAM
3482
Financial Gravity Asset Management
Texas
$6.26K -$3.53K -1,937 -36%
UFF
3483
USA Financial Formulas
Michigan
$5K -$3.97K -31 -44%
KIG
3484
Kessler Investment Group
Indiana
$4K
FIA
3485
FNY Investment Advisers
New York
$4K +$4K +35 New
NDSI
3486
Newman Dignan & Sheerar Inc
Rhode Island
$3.29K +$129 +945 +4%
CWM
3487
CarsonAllaria Wealth Management
Illinois
$3K
JSAM
3488
J. Safra Asset Management
New York
$3K +$3K +428 New
CIAS
3489
CFS Investment Advisory Services
New Jersey
$3K +$2.99K +396,073 +19,994%
EC
3490
Elequin Capital
New York
$2K -$706 -6 -26%
MIM
3491
Macroview Investment Management
Maryland
$2K
DCM
3492
Davidson Capital Management
Texas
$2K +$111 +1 +6%
WWM
3493
Westwood Wealth Management
California
$1.29K -$821 -6,020 -39%
TFA
3494
Transamerica Financial Advisors
Florida
$1K
IA
3495
IFS Advisors
Kansas
$1K
ONST
3496
Old North State Trust
North Carolina
$595 -$648K -4,358 -100%
LWMNY
3497
Landmark Wealth Management (New York)
New York
$463 +$463 +463 New
SLWS
3498
Swaine & Leidel Wealth Services
Florida
$445 +$445 +445 New
GQG Partners
3499
GQG Partners
Florida
-$807M -5,095,612 Closed
AIM
3500
Artemis Investment Management
United Kingdom
-$155M -980,310 Closed