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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 %
CNAM
426
Campbell Newman Asset Management
Wisconsin
$40.5M +$129K +817 +0.3%
TAM
427
Taurus Asset Management
New York
$40.3M +$563K +3,553 +1%
X
428
Xponance
Pennsylvania
$40.1M +$6.15M +38,808 +18%
SEIA
429
Signature Estate & Investment Advisors
California
$40M +$29.7M +187,351 +287%
BFS
430
Baskin Financial Services
Ontario, Canada
$39.7M +$1.33M +8,383 +3%
SAM
431
Securian Asset Management
Minnesota
$39.5M -$20.7K -131 -0.1%
ST
432
Sabal Trust
Florida
$39.4M -$215K -1,360 -0.5%
CIP
433
Chartwell Investment Partners
Pennsylvania
$39.2M -$3.2M -20,179 -8%
BB
434
Busey Bank
Illinois
$39.2M -$1.02M -6,443 -3%
PC
435
PM Capital
Australia
$39.1M -$1.58M -10,000 -4%
MPI
436
Mairs & Power Inc
Minnesota
$38.6M +$3.42M +21,619 +10%
MHC
437
Meyer Handelman Company
New York
$38.6M -$835K -5,272 -2%
ATC
438
Argent Trust Co
Tennessee
$38.5M -$111K -698 -0.3%
CAG
439
Crestwood Advisors Group
Massachusetts
$38.5M -$182K -1,148 -0.5%
JAFL
440
Jay A. Fishman Ltd
Michigan
$38M +$774K +4,891 +2%
NP
441
NS Partners
United Kingdom
$38M -$193K -1,220 -0.5%
LCS
442
Levin Capital Strategies
New York
$38M -$753K -4,753 -2%
ACA
443
Anchor Capital Advisors
Massachusetts
$38M -$1.48M -9,345 -4%
ESBC
444
E.S. Barr & Co
Kentucky
$37.9M +$637K +4,022 +2%
CS
445
Cannell & Spears
New York
$37.6M +$146K +923 +0.4%
FNT
446
First National Trust
Pennsylvania
$37.5M +$1.51M +9,559 +4%
SAM
447
Shell Asset Management
Netherlands
$37.5M -$8.15M -51,493 -18%
BAMF
448
BI Asset Management Fondsmaeglerselskab
Denmark
$37.2M +$1.38M +8,716 +4%
PWP
449
Private Wealth Partners
California
$37.2M -$101K -639 -0.3%
SYBT
450
Stock Yards Bank & Trust
Kentucky
$36.9M +$1.97M +12,431 +6%