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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 %
SWP
451
Stratos Wealth Partners
Ohio
$36.8M +$894K +5,647 +2%
HSA
452
HBK Sorce Advisory
Pennsylvania
$36.7M +$368K +2,327 +1%
AC
453
Allstate Corporation
Illinois
$36.6M +$24.3M +153,241 +196%
Cetera Investment Advisers
454
Cetera Investment Advisers
Illinois
$36.5M +$886K +5,593 +2%
CS
455
Central Securities
New York
$36.4M
SWM
456
Spire Wealth Management
Virginia
$36.3M +$4.47M +28,233 +14%
GI
457
Gradient Investments
Minnesota
$36.2M +$1.54M +9,720 +4%
JIC
458
Johnson Investment Counsel
Ohio
$36.1M +$2.79M +17,602 +8%
NMIFOAC
459
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$36.1M
CP
460
Cumberland Partners
Ontario, Canada
$36M -$3M -18,950 -8%
FSA
461
Franklin Street Advisors
North Carolina
$35.8M -$518K -3,274 -1%
MSRPS
462
Maryland State Retirement & Pension System
Maryland
$35.7M -$187K -1,184 -0.5%
EMPI
463
Elo Mutual Pension Insurance
Finland
$35.6M +$2.23M +14,084 +7%
Man Group
464
Man Group
United Kingdom
$35.3M +$12.2M +77,219 +53%
CSIC
465
Clifford Swan Investment Counsel
California
$35.3M -$224K -1,413 -0.6%
BCI
466
Brinker Capital Investments
Pennsylvania
$35.2M +$5.83M +36,797 +20%
CIS
467
Capital International Sarl
California
$35.1M +$16.8M +106,391 +92%
SBCM
468
Schwerin Boyle Capital Management
Massachusetts
$35M -$239K -1,509 -0.7%
CAN
469
Cetera Advisor Networks
California
$34.9M +$880K +5,556 +3%
HCMT
470
Highland Capital Management (Tennessee)
Tennessee
$34.7M -$228K -1,438 -0.7%
RIG
471
Roosevelt Investment Group
New York
$34.6M +$1.03M +6,533 +3%
MG
472
Markel Group
Virginia
$34.3M
HW
473
Hancock Whitney
Mississippi
$34.2M +$175K +1,105 +0.5%
MAA
474
Matrix Asset Advisors
New York
$34.2M +$72.7K +459 +0.2%
PI
475
PFS Investments
Georgia
$34.1M +$3.51M +22,171 +11%