JPM icon

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 %
PBF
3626
Petix & Botte Financial
California
– -$329K -2,014 Closed
EFL
3627
ERn Financial LLC
Wisconsin
– -$308K -1,879 Closed
ACM
3628
Alamar Capital Management
California
– -$294K -1,796 Closed
EA
3629
Ellsworth Advisors
Ohio
– -$278K -1,699 Closed
PFA
3630
Pinnacle Family Advisors
Missouri
– -$266K -1,628 Closed
SSWG
3631
Seven Springs Wealth Group
Tennessee
– -$256K -1,564 Closed
SPFA
3632
Summit Place Financial Advisors
New Jersey
– -$245K -1,499 Closed
Twin Tree Management
3633
Twin Tree Management
Texas
– -$242K -1,479 Closed
EPWM
3634
Essex Private Wealth Management
Massachusetts
– -$235K -1,436 Closed
MIG
3635
McGuire Investment Group
Rhode Island
– -$234K -1,432 Closed
QWM
3636
Quaker Wealth Management
New Jersey
– -$230K -1,405 Closed
FAM
3637
Flaharty Asset Management
Florida
– -$226K -1,381 Closed
CPWM
3638
Cypress Point Wealth Management
Texas
– -$225K -1,377 Closed
G
3639
GenTrust
Florida
– -$220K -1,342 Closed
PFM
3640
Peak Financial Management
Massachusetts
– -$214K -1,308 Closed
MHP
3641
Manatuck Hill Partners
Connecticut
– -$214K -1,305 Closed
BAMG
3642
Brand Asset Management Group
Missouri
– -$211K -1,290 Closed
RF
3643
RHS Financial
California
– -$205K -1,250 Closed
ACM
3644
Ashford Capital Management
Delaware
– -$203K -1,242 Closed
BMCM
3645
Burns Matteson Capital Management
New York
– -$203K -1,239 Closed
WLIM
3646
White Lighthouse Investment Management
Massachusetts
– -$201K -1,227 Closed
CTFG
3647
Capstone Triton Financial Group
Oklahoma
– -$209K -1,224 Closed
APWA
3648
Atlas Private Wealth Advisors
New Jersey
– -$176K -1,073 Closed
LAM
3649
Lountzis Asset Management
Pennsylvania
– -$172K -1,050 Closed
CCM
3650
Cutler Capital Management
Massachusetts
– -$164K -1,000 Closed
143 144 145
146
147