JPM icon

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 %
VBFP
3626
Valtinson Bruner Financial Planning
Minnesota
-$224K -1,413 Closed
KFP
3627
Keystone Financial Planning
Ohio
-$224K -1,413 Closed
DT
3628
Daniels + Tansey
Delaware
-$223K -1,409 Closed
SCA
3629
Southern Capital Advisors
Tennessee
-$223K -1,409 Closed
KCM
3630
Kendall Capital Management
Maryland
-$223K -1,406 Closed
GHA
3631
GW Henssler & Associates
Georgia
-$221K -1,397 Closed
WIM
3632
Warwick Investment Management
Texas
-$221K -1,394 Closed
VLC
3633
Van Leeuwen & Company
New Jersey
-$219K -1,381 Closed
AL
3634
ACAS LLC
California
-$218K -1,378 Closed
GCWM
3635
Graham Capital Wealth Management
District of Columbia
-$219K -1,378 Closed
WFPG
3636
Waller Financial Planning Group
Ohio
-$216K -1,365 Closed
PWA
3637
Peterson Wealth Advisors
Utah
-$216K -1,363 Closed
SC
3638
Sepio Capital
Utah
-$215K -1,361 Closed
BBW
3639
Blue Barn Wealth
Utah
-$215K -1,355 Closed
FAFN
3640
First Affirmative Financial Network
Colorado
-$213K -1,343 Closed
RCS
3641
Retirement Capital Strategies
California
-$212K -1,338 Closed
DA
3642
Detalus Advisors
Missouri
-$211K -1,332 Closed
SFA
3643
Seneca Financial Advisors
New York
-$210K -1,329 Closed
W
3644
WorthPointe
California
-$203K -1,308 Closed
CMS
3645
Capital Market Strategies
Florida
-$207K -1,307 Closed
WA
3646
Wealthstar Advisors
Texas
-$206K -1,305 Closed
ONSWM
3647
Old North State Wealth Management
North Carolina
-$207K -1,305 Closed
EP
3648
EPIQ Partners
Minnesota
-$206K -1,303 Closed
Flossbach Von Storch
3649
Flossbach Von Storch
Germany
-$206K -1,300 Closed
TA
3650
Teramo Advisors
Florida
-$206K -1,300 Closed