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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 %
SRC
501
Shufro Rose & Co
New York
$31.8M -$62.4K -394 -0.2%
GGS
502
Galvin Gaustad & Stein
Arizona
$31.8M -$170K -1,074 -0.5%
ZCM
503
Ziegler Capital Management
Illinois
$31.7M -$4.1M -25,958 -11%
FHA
504
First Horizon Advisors
Tennessee
$31.6M -$217K -1,373 -0.7%
MCM
505
Mill Capital Management
North Carolina
$31.5M +$31.5M +198,920 New
SIC
506
Salem Investment Counselors
North Carolina
$31.3M +$668K +4,220 +2%
SSWM
507
Smith Salley Wealth Management
North Carolina
$31.1M -$220K -1,389 -0.7%
SAM
508
Silvercrest Asset Management
New York
$31.1M +$527K +3,331 +2%
MSR
509
Main Street Research
Connecticut
$30.6M +$1.58M +9,959 +5%
IUHSA
510
Itau Unibanco Holding S.A.
Brazil
$30.5M +$30.5M +192,243 New
SG Americas Securities
511
SG Americas Securities
New York
$30.4M +$13.2M +83,170 +76%
Jane Street
512
Jane Street
New York
$30.3M -$35.1M -221,787 -54%
HF
513
HRT Financial
New York
$30.2M -$36M -227,183 -54%
ADEF
514
Adams Diversified Equity Fund
Maryland
$30.2M
PCM
515
Palisade Capital Management
New Jersey
$30.2M +$578K +3,650 +2%
BBVA
516
Banco Bilbao Vizcaya Argentaria
Spain
$30.1M +$1.58M +9,985 +6%
AIM
517
Achmea Investment Management
Netherlands
$30.1M -$1.86M -11,736 -6%
SIA
518
Sit Investment Associates
Minnesota
$30.1M +$965K +6,095 +3%
LG
519
LaFleur & Godfrey
Michigan
$30M +$360K +2,272 +1%
OC
520
Oakworth Capital
Alabama
$29.8M +$851K +5,373 +3%
CA
521
Cetera Advisors
Colorado
$29.8M -$2.12M -13,396 -7%
JCM
522
Janney Capital Management
Pennsylvania
$29.6M -$410K -2,587 -1%
Ninety One (UK)
523
Ninety One (UK)
United Kingdom
$29.6M -$21.9M -138,283 -43%
CTC
524
Central Trust Company
Missouri
$29.4M +$237K +1,495 +0.8%
V
525
Veritable
Delaware
$29.4M -$97.2K -614 -0.3%