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JPMorgan Chase

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
Name Holding Trade Value Shares
Change
Shares
Change %
JAM
376
Jupiter Asset Management
United Kingdom
$48.8M -$14.7M -92,835 -23%
PFM
377
Parsec Financial Management
North Carolina
$48.6M -$501K -3,163 -1%
CIC
378
Carnegie Investment Counsel
Ohio
$48.4M -$820K -5,178 -2%
DCM
379
Donaldson Capital Management
Indiana
$48.3M +$922K +5,823 +2%
AA
380
Ancora Advisors
Ohio
$48M +$633K +3,995 +1%
GT
381
Glenview Trust
Kentucky
$47.8M +$359K +2,267 +0.8%
BPWM
382
Badgley Phelps Wealth Managers
Washington
$47.8M +$1.2M +7,583 +3%
SGAM
383
Smith Group Asset Management
Texas
$47.8M -$962K -6,069 -2%
BIAS
384
Beacon Investment Advisory Services
New Jersey
$47.5M +$229K +1,444 +0.5%
N
385
Natixis
France
$47.5M -$67.2M -427,107 -59%
NLGIA
386
Nippon Life Global Investors Americas
New York
$47.1M -$2M -12,630 -4%
EAM
387
Erste Asset Management
Austria
$46.8M +$889K +5,608 +2%
UH
388
Unigestion Holding
Switzerland
$46.6M +$46.3M +292,616 +15,304%
BIM
389
Bridges Investment Management
Nebraska
$46.6M +$755K +4,768 +2%
SI
390
Stephens Inc
Arkansas
$46.5M -$942K -5,947 -2%
PR
391
Payden & Rygel
California
$46M +$253K +1,600 +0.6%
DILIC
392
Dai-ichi Life Insurance Company
Japan
$46M -$3.01M -19,027 -6%
RMA
393
Roffman Miller Associates
Pennsylvania
$45.8M -$393K -2,480 -0.9%
NSIM
394
North Star Investment Management
Illinois
$45.6M +$2.28M +14,422 +5%
Daiwa Securities Group
395
Daiwa Securities Group
Japan
$45.5M +$6.61M +41,765 +17%
CAI
396
Capital Advisors Inc
Oklahoma
$45.4M +$1.34M +8,482 +3%
MLL
397
Moody Lynn & Lieberson
Massachusetts
$45.1M +$273K +1,724 +0.6%
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$45.1M +$1.28M +8,096 +3%
ACM
399
Advisors Capital Management
New Jersey
$44.3M +$2.27M +14,345 +5%
SDIC
400
South Dakota Investment Council
South Dakota
$44M -$2.03M -12,810 -4%