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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 %
OPWM
3601
Oxinas Partners Wealth Management
Indiana
-$327K -2,068 Closed
TI
3602
Telemetry Investments
New York
-$317K -2,000 Closed
HAFS
3603
Hapanowicz & Associates Financial Services
Pennsylvania
-$310K -1,961 Closed
AAIM
3604
Asset Advisors Investment Management
Georgia
-$294K -1,859 Closed
EPM
3605
Equitec Proprietary Markets
Illinois
-$278K -1,757 Closed
CIA
3606
Caerus Investment Advisors
Texas
-$269K -1,696 Closed
PW
3607
Peninsula Wealth
California
-$266K -1,682 Closed
HW
3608
Hamilton Wealth
California
-$266K -1,677 Closed
LIG
3609
Lokken Investment Group
Delaware
-$262K -1,655 Closed
PTC
3610
Petrus Trust Company
Texas
-$261K -1,650 Closed
AG
3611
Algert Global
California
-$260K -1,641 Closed
CP
3612
Camelot Portfolios
Ohio
-$259K -1,635 Closed
DGI
3613
Disciplined Growth Investors
Minnesota
-$255K -1,611 Closed
HCM
3614
Horiko Capital Management
New York
-$253K -1,600 Closed
CWM
3615
Cherrydale Wealth Management
New Jersey
-$248K -1,563 Closed
CIM
3616
Corbyn Investment Management
Maryland
-$247K -1,558 Closed
FIM
3617
Fernwood Investment Management
Massachusetts
-$245K -1,549 Closed
OTPPB
3618
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$241K -1,525 Closed
MAM
3619
Morse Asset Management
Connecticut
-$237K -1,494 Closed
SCA
3620
Sage Capital Advisors
South Dakota
-$220K -1,477 Closed
WWG
3621
West Wealth Group
California
-$233K -1,471 Closed
HP
3622
HT Partners
Connecticut
-$231K -1,459 Closed
FWM
3623
Fortress Wealth Management
California
-$227K -1,435 Closed
RWM
3624
Rezny Wealth Management
Florida
-$225K -1,426 Closed
D
3625
Dentgroup
Louisiana
-$225K -1,421 Closed