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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 %
BG
626
Bollard Group
Massachusetts
$21.9M +$56.2K +355 +0.3%
CM
627
Churchill Management
California
$21.8M +$214K +1,351 +1%
CIM
628
Courant Investment Management
Tennessee
$21.6M
AWM
629
Absher Wealth Management
North Carolina
$21.4M +$115K +728 +0.5%
UM
630
Ulysses Management
New York
$21.4M -$1.03M -6,500 -5%
OSAM
631
O'Shaughnessy Asset Management
Connecticut
$21.3M +$2.58M +16,268 +14%
BBA
632
BLB&B Advisors
Pennsylvania
$21.2M -$1.98M -12,490 -9%
USCWA
633
U.S. Capital Wealth Advisors
Texas
$21M -$1.89M -11,945 -8%
BOTW
634
Bank of the West
California
$21M -$1.32M -8,308 -6%
NCM
635
Noesis Capital Mangement
Florida
$21M -$2.94M -18,536 -12%
LCM
636
Logan Capital Management
Pennsylvania
$21M -$821K -5,182 -4%
Jones Financial Companies
637
Jones Financial Companies
Missouri
$20.8M +$357K +2,252 +2%
GC
638
Gillson Capital
Illinois
$20.6M +$20.6M +130,342 New
FFN
639
Focus Financial Network
Minnesota
$20.6M +$686K +4,330 +3%
CWM
640
Curi Wealth Management
North Carolina
$20.5M +$20.2M +127,568 +6,884%
HLCM
641
Hi-Line Capital Management
South Dakota
$20.4M +$54.6K +345 +0.3%
CSS
642
Cubist Systematic Strategies
Connecticut
$20.4M +$14.4M +91,111 +243%
ICP
643
Ironvine Capital Partners
Nebraska
$20.4M +$382K +2,414 +2%
SPC
644
Sigma Planning Corp
Michigan
$20.3M +$460K +2,907 +2%
BIC
645
Beach Investment Counsel
Pennsylvania
$20.3M -$5.38M -34,000 -21%
AUB
646
Atlantic Union Bankshares
Virginia
$20.3M -$140K -885 -0.7%
AFG
647
Albion Financial Group
Utah
$20.2M -$283K -1,785 -1%
MC
648
Middleton & Co
Massachusetts
$20.2M -$9.66K -61 -0%
AP
649
Advisor Partners
California
$20.2M +$68.4K +432 +0.3%
PP
650
Paloma Partners
Connecticut
$20.2M +$18.7M +118,132 +1,257%