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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 %
HFS
3526
HBC Financial Services
Washington
$23K -$156 -1 -0.7%
MUMSS
3527
Mitsubishi UFJ Morgan Stanley Securities
Japan
$21K -$4.85K -30 -19%
ARIS
3528
Advanced Research Investment Solutions
California
$20K +$3.79K +25 +23%
NWM
3529
Navigation Wealth Management
Colorado
$17K – – –
GC
3530
Gould Capital
Washington
$17K +$17K +104 New
RCC
3531
Red Cedar Capital
Nebraska
$16K – – –
CAM
3532
ClariVest Asset Management
California
$16K – – –
SL
3533
Savior LLC
Massachusetts
$16K +$158 +1 +1%
IFS
3534
Intelligent Financial Strategies
Minnesota
$16K +$16K +100 New
EA
3535
Emerald Advisers
Pennsylvania
$16K +$16K +100 New
FA
3536
Financial Advantage
Maryland
$15K – – –
JMF
3537
Johnson Midwest Financial
Iowa
$15K +$161 +1 +1%
PPWM
3538
PFG Private Wealth Management
Florida
$14K -$41.1K -267 -75%
BBHC
3539
Brown Brothers Harriman & Co
New York
$14K +$1.12K +7,040 +9%
BA
3540
Bivin & Associates
Oklahoma
$13K +$13K +80 New
UFF
3541
USA Financial Formulas
Michigan
$11K -$15.6K -99 -59%
RIM
3542
Ranger Investment Management
Texas
$11K – – –
ST
3543
Sageworth Trust
Pennsylvania
$11K – – –
FGAM
3544
Financial Gravity Asset Management
Texas
$10.9K +$10.8K +5,301 +7,466%
BIM
3545
Baldwin Investment Management
Pennsylvania
$8.12K -$181 -1,145 -2%
YAL
3546
Your Advocates Ltd
Texas
$8K – – –
CWM
3547
Cedar Wealth Management
California
$8K +$8K +48 New
CIR
3548
Clear Investment Research
Georgia
$8K +$7.7K +51 +2,550%
CMBA
3549
C.M. Bidwell & Associates
Hawaii
$6K – – –
CP
3550
Castleview Partners
Texas
$4.84K +$4.84K +766,449 New
140 141
142
143 144