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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 %
SC
3601
Sovarnum Capital
New York
– -$2.05M -12,500 Closed
GPCM
3602
Granite Point Capital Management
Massachusetts
– -$1.64M -10,000 Closed
BOS
3603
Bingham Osborn & Scarborough
California
– -$1.62M -9,893 Closed
KI
3604
Kapitalo Investimentos
Brazil
– -$1.39M -8,500 Closed
CCWA
3605
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.11M -6,798 Closed
ICP
3606
Interchange Capital Partners
Pennsylvania
– -$813K -4,969 Closed
Simplex Trading
3607
Simplex Trading
Illinois
– -$775K -4,940 Closed
HPC
3608
Hobart Private Capital
North Carolina
– -$746K -4,558 Closed
Alyeska Investment Group
3609
Alyeska Investment Group
Illinois
– -$745K -4,549 Closed
CI
3610
Clal Insurance
Israel
– -$573K -3,500 Closed
AI
3611
ArchPoint Investors
Florida
– -$523K -3,198 Closed
MC
3612
Matisse Capital
Oregon
– -$496K -3,031 Closed
TCM
3613
Tuttle Capital Management
Connecticut
– -$495K -3,026 Closed
BAM
3614
Blueshift Asset Management
New Jersey
– -$462K -2,822 Closed
PWM
3615
Praetorian Wealth Management
California
– -$430K -2,628 Closed
GG
3616
Golden Green
South Carolina
– -$427K -2,608 Closed
WCFA
3617
Walkner Condon Financial Advisors
Wisconsin
– -$401K -2,446 Closed
Q
3618
QVR
California
– -$400K -2,441 Closed
MCIA
3619
Mountain Capital Investment Advisors
Colorado
– -$414K -2,432 Closed
JI
3620
Jeereddi Investments
California
– -$379K -2,313 Closed
WAOI
3621
Wealth Advisors of Iowa
Iowa
– -$354K -2,164 Closed
JPLA
3622
Joseph P. Lucia & Associates
New York
– -$344K -2,098 Closed
BWA
3623
Beam Wealth Advisors
Louisiana
– -$341K -2,083 Closed
WFAG
3624
Wescott Financial Advisory Group
Pennsylvania
– -$340K -2,079 Closed
TCM
3625
Teza Capital Management
Illinois
– -$333K -2,034 Closed
143 144
145
146 147