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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 %
KWM
551
Kingsview Wealth Management
Oregon
$27.3M +$809K +5,110 +3%
WBG
552
Wharton Business Group
Pennsylvania
$27.2M +$702K +4,435 +3%
IMRF
553
Illinois Municipal Retirement Fund
Illinois
$27.2M +$9.56M +60,372 +54%
AAP
554
Aristotle Atlantic Partners
Florida
$27.2M +$2.48M +15,671 +10%
AP
555
Appleton Partners
Massachusetts
$26.9M +$376K +2,372 +1%
KIA
556
KCM Investment Advisors
California
$26.9M +$523K +3,306 +2%
ONB
557
Old National Bancorp
Indiana
$26.8M -$2.84M -17,924 -10%
BCM
558
BTR Capital Management
California
$26.8M -$14.3K -90 -0.1%
MCM
559
Maple Capital Management
Vermont
$26.8M +$1.23M +7,743 +5%
DDPIC
560
Deroy & Devereaux Private Investment Counsel
Michigan
$26.7M -$476K -3,003 -2%
BAAM
561
Baker Avenue Asset Management
California
$26.6M -$638K -4,027 -2%
DWM
562
Doyle Wealth Management
Florida
$26.5M +$2.53K +16 +0%
EAM
563
Exane Asset Management
France
$26.5M +$26.5M +167,254 New
LBC
564
Lowe Brockenbrough & Co
Virginia
$26.4M +$2.83M +17,888 +12%
CWM
565
Congress Wealth Management
Massachusetts
$26.4M +$26.4M +166,551 New
NFC
566
Northeast Financial Consultants
Connecticut
$26.2M +$225K +1,419 +0.9%
AT
567
Arvest Trust
Oklahoma
$26.1M +$26.1M +165,018 New
MIM
568
Marco Investment Management
Georgia
$26M +$360K +2,275 +1%
MCI
569
McDonald Capital Investors
California
$25.9M -$762K -4,813 -3%
CAM
570
Cresset Asset Management
Illinois
$25.9M -$314K -1,983 -1%
CAM
571
Carret Asset Management
New York
$25.8M -$349K -2,205 -1%
DWM
572
Destination Wealth Management
California
$25.8M +$363K +2,293 +1%
WAM
573
Wilsey Asset Management
California
$25.5M +$310K +1,956 +1%
AHB
574
Abner Herrman & Brock
New Jersey
$25.4M -$345K -2,176 -1%
KWILP
575
Kiwi Wealth Investments Limited Partnership
New Zealand
$25.4M +$3.25M +20,550 +15%