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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 %
EA
3501
Evolution Advisers
Virginia
$52K +$52K +331 New
LAS
3502
Lloyd Advisory Services
Georgia
$50K -$5.71K -36 -10%
AWMS
3503
Advocacy Wealth Management Services
Georgia
$49K – – –
IHWM
3504
Iron Horse Wealth Management
Iowa
$46K – – –
WIM
3505
Westside Investment Management
California
$45.7K -$2.25K -75 -5%
LWP
3506
Laurel Wealth Planning
Minnesota
$40K – – –
DTIM
3507
Danda Trouve Investment Management
Kansas
$40K +$315 +2 +0.8%
PCH
3508
Polar Capital Holdings
United Kingdom
$38.8K +$3.21K +20,293 +9%
LWP
3509
Lumature Wealth Partners
Georgia
$38K -$10.2K -65 -21%
T2I
3510
Turim 21 Investimentos
Brazil
$37K – – –
CWA
3511
Carolina Wealth Advisors
South Carolina
$37K +$23.6K +150 +176%
BA
3512
Bellwether Advisors
Nebraska
$35K – – –
M1FG
3513
Mach-1 Financial Group
Arkansas
$34K +$34K +215 New
TJHA
3514
Thomas J. Herzfeld Advisors
Florida
$33K – – –
FCG
3515
Financial Connections Group
California
$32K +$32K +206 New
DCM
3516
Disciplina Capital Management
Tennessee
$31.2K +$31.2K +197 New
MWC
3517
MBM Wealth Consultants
Missouri
$31K – – –
CI
3518
Carroll Investors
South Carolina
$30K +$30K +196 New
CPFP
3519
Clear Perspectives Financial Planning
Ohio
$28K – – –
MG
3520
MilWealth Group
Wisconsin
$27.4K – – –
WIA
3521
Wealthstreet Investment Advisors
Texas
$26K – – –
LWA
3522
Lowe Wealth Advisors
Maryland
$26K +$18.1K +115 +230%
HWM
3523
HighMark Wealth Management
Minnesota
$25K +$159 +1 +0.6%
CM
3524
Cornerstone Management
Georgia
$24.4K +$24.4K +154 New
RG
3525
Retirement Group
California
$24K – – –
139 140
141
142 143