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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 %
TAM
576
Tocqueville Asset Management
New York
$25.4M +$30.9K +195 +0.1%
FFIC
577
First Fiduciary Investment Counsel
Ohio
$25.3M -$398K -2,516 -2%
RIL
578
Rothschild Investment LLC
Illinois
$25.2M -$105K -665 -0.4%
WIC
579
Willis Investment Counsel
Georgia
$25.2M +$1.26M +7,968 +5%
FA
580
FDx Advisors
Illinois
$25.2M +$1.32M +8,345 +6%
HP
581
Hosking Partners
United Kingdom
$25.2M -$477K -3,011 -2%
CIA
582
Capital Investment Advisors
Georgia
$25M +$1.21M +7,660 +5%
FDCC
583
Foster Dykema Cabot & Co
Massachusetts
$24.8M +$876K +5,530 +4%
BPC
584
Banque Pictet & Cie
Switzerland
$24.8M +$4.61M +29,103 +23%
IAA
585
Independent Advisor Alliance
North Carolina
$24.7M +$334K +2,111 +1%
Two Sigma Investments
586
Two Sigma Investments
New York
$24.7M +$24.7M +155,819 New
CA
587
Cullinan Associates
Kentucky
$24.7M +$2.98M +18,796 +14%
SDJVC
588
St. Denis J. Villere & Co
Louisiana
$24.6M -$230K -1,451 -0.9%
Lido Advisors
589
Lido Advisors
California
$24.6M +$1.72M +10,892 +8%
SC
590
SouthState Corp
Florida
$24.5M -$365K -2,302 -1%
FMII
591
Farmers & Merchants Investments Inc
Nebraska
$24.4M +$739K +4,666 +3%
KAS
592
Kemnay Advisory Services
New York
$24.4M +$4.98M +31,447 +26%
Pacer Advisors
593
Pacer Advisors
Pennsylvania
$24.3M -$3.99M -25,208 -14%
BCP
594
Blue Chip Partners
Michigan
$24.2M +$448K +2,831 +2%
Squarepoint
595
Squarepoint
New York
$24.1M -$42.6M -268,801 -64%
VC
596
Vestor Capital
Illinois
$24.1M -$16.8M -105,819 -41%
RE
597
RBC Europe
United Kingdom
$24.1M -$2.5M -15,795 -9%
TU
598
TDAM USA
Ontario, Canada
$24.1M +$629K +3,974 +3%
AIM
599
Allen Investment Management
New York
$24M +$22.4M +141,302 +1,365%
ACM
600
Azimuth Capital Management
Michigan
$24M -$240K -1,515 -1%