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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 %
EC
3551
Elequin Capital
New York
$4K +$4K +23 New
CWM
3552
CarsonAllaria Wealth Management
Illinois
$4K +$4K +25 New
KIG
3553
Kessler Investment Group
Indiana
$4K +$4K +26 New
AWM
3554
Activest Wealth Management
Florida
$3K -$61.7K -411 -95%
MIM
3555
Macroview Investment Management
Maryland
$3K – – –
DCM
3556
Davidson Capital Management
Texas
$3K +$176 +1 +6%
AWA
3557
Aquire Wealth Advisors
Utah
$3K +$3K +19 New
RTC
3558
Riverview Trust Company
Washington
$2.31K -$131 -826 -5%
APP
3559
Alpha Paradigm Partners
Illinois
$2K – – –
TFA
3560
Transamerica Financial Advisors
Florida
$1K – – –
IA
3561
IFS Advisors
Kansas
$1K +$1K +10 New
UC
3562
Unio Capital
New Jersey
$850 -$37 -233 -4%
FHC
3563
First Heartland Consultants
Missouri
$631 -$106 -668 -14%
EWA
3564
Evolution Wealth Advisors
Florida
$616 +$146 +920 +31%
LWM
3565
Liberty Wealth Management
California
$522 +$8 +53 +2%
HVM
3566
Harvest Volatility Management
Connecticut
$502 +$502 +3,173 New
FFG
3567
Ford Financial Group
California
$169 +$169 +1,068 New
SFCL
3568
Strengthening Families & Communities LLC
Massachusetts
$21 +$21 +131 New
ACI
3569
AMP Capital Investors
Australia
– -$136M -832,893 Closed
BGC
3570
Beutel, Goodman & Co
Ontario, Canada
– -$55.6M -339,902 Closed
Parallax Volatility Advisers
3571
Parallax Volatility Advisers
California
– -$38.6M -235,694 Closed
E
3572
Ergoteles
New York
– -$34.4M -210,083 Closed
GAMA
3573
Graticule Asia Macro Advisors
New York
– -$27.4M -167,581 Closed
UOC
3574
UBS O'Connor
Illinois
– -$22.1M -135,000 Closed
LOAME
3575
Lombard Odier Asset Management (Europe)
United Kingdom
– -$21.5M -131,243 Closed
141 142
143
144 145