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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 %
BFWA
3651
Benchmark Financial Wealth Advisors
Florida
-$205K -1,293 Closed
TP
3652
Truvvo Partners
New York
-$204K -1,291 Closed
JWM
3653
Jackson Wealth Management
Florida
-$204K -1,288 Closed
MWP
3654
MYCIO Wealth Partners
Pennsylvania
-$204K -1,286 Closed
SCA
3655
St. Clair Advisors
Ohio
-$203K -1,285 Closed
CBT
3656
Capital Bank & Trust
California
-$203K -1,285 Closed
FCC
3657
Flower City Capital
New York
-$203K -1,282 Closed
BWM
3658
Brickley Wealth Management
California
-$203K -1,279 Closed
GC
3659
Gibson Capital
Pennsylvania
-$198K -1,267 Closed
CWA
3660
Clarus Wealth Advisors
Arizona
-$211K -1,250 Closed
TCM
3661
TD Capital Management
Tennessee
-$189K -1,191 Closed
WOSD
3662
WFA of San Diego
California
-$171K -1,081 Closed
FFG
3663
Ford Financial Group
California
-$169 -1,068 Closed
SFPG
3664
Stonebridge Financial Planning Group
Florida
-$139K -950 Closed
WFS
3665
Widmann Financial Services
Maryland
-$145K -919 Closed
ITFISA
3666
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$128K -807 Closed
RK
3667
Rather & Kittrell
Tennessee
-$114K -723 Closed
TC
3668
TAP Consulting
Missouri
-$111K -698 Closed
HFS
3669
Horizon Financial Services
North Carolina
-$66.1K -417 Closed
BC
3670
Barnett & Company
Tennessee
-$62K -390 Closed
VIMU
3671
Veritas Investment Management (UK)
United Kingdom
-$60K -380 Closed
LFG
3672
Leverty Financial Group
Wisconsin
-$54K -346 Closed
GC
3673
Gould Capital
Washington
-$17K -104 Closed
AWA
3674
Aquire Wealth Advisors
Utah
-$3K -19 Closed