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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 %
MC
651
Moors & Cabot
Massachusetts
$20.2M +$450K +2,844 +2%
VV
652
Verity & Verity
South Carolina
$20.2M -$7.13K -45 -0%
RC
653
RegentAtlantic Capital
New Jersey
$20.1M +$476K +3,005 +2%
DWM
654
Dakota Wealth Management
Florida
$20M +$613K +3,873 +3%
KCM
655
Kanawha Capital Management
Virginia
$20M -$183K -1,155 -0.9%
CA
656
Callahan Advisors
Texas
$20M +$279K +1,761 +1%
JMFC
657
J.M. Forbes & Co
Massachusetts
$20M +$123K +775 +0.6%
AAS
658
Avantax Advisory Services
Texas
$19.9M +$1.25M +7,911 +7%
UAS
659
United Asset Strategies
New York
$19.8M +$229K +1,449 +1%
SCA
660
Stillwater Capital Advisors
Pennsylvania
$19.8M -$338K -2,132 -2%
OPCM
661
Osborne Partners Capital Management
California
$19.8M +$264K +1,668 +1%
TCM
662
Tufton Capital Management
Maryland
$19.8M -$55.6K -351 -0.3%
NB
663
Norinchukin Bank
Japan
$19.6M -$832K -5,254 -4%
TSW
664
Thompson Siegel & Walmsley
Virginia
$19.5M -$87.9K -555 -0.4%
CFIA
665
Cantor Fitzgerald Investment Advisors
New York
$19.4M -$183K -1,155 -0.9%
MCM
666
Maryland Capital Management
Maryland
$19.3M +$774K +4,889 +4%
AC
667
Alley Company
Illinois
$19.2M +$323K +2,040 +2%
RC
668
RBO & Co
California
$19.1M
ECM
669
Evergreen Capital Management
Washington
$19M +$939K +5,932 +5%
LIP
670
Liontrust Investment Partners
United Kingdom
$19M +$1.11M +7,000 +6%
BHIA
671
Birch Hill Investment Advisors
Massachusetts
$19M -$2.38K -15 -0%
CWM
672
Cabot Wealth Management
Massachusetts
$19M +$488K +3,079 +3%
RAM
673
Rempart Asset Management
Canada
$18.9M -$356K -2,250 -2%
VW
674
Vantage Wealth
California
$18.9M +$448K +2,831 +2%
LMIM
675
Lockheed Martin Investment Management
Maryland
$18.8M +$4.59M +29,000 +32%