JPM icon

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 %
SCA
676
Stonebridge Capital Advisors
Minnesota
$18.8M +$456K +2,879 +2%
CA
677
CSM Advisors
Pennsylvania
$18.8M -$58.6K -370 -0.3%
FPCM
678
Financial Partners Capital Management
New York
$18.7M -$227K -1,435 -1%
LW
679
Linscomb Wealth
Texas
$18.7M +$135K +855 +0.7%
GCA
680
Guardian Capital Advisors
Ontario, Canada
$18.6M -$144K -857 -0.8%
M
681
MOTCO
Texas
$18.5M -$227K -1,433 -1%
OMC
682
Overbrook Management Corp
New York
$18.4M +$43.9K +277 +0.2%
DCM
683
Dupont Capital Management
Delaware
$18.3M -$9.47M -59,799 -34%
LCM
684
Laurion Capital Management
New York
$18.3M -$4.61M -29,142 -20%
FLII
685
First Long Island Investors
New York
$18.3M +$119K +749 +0.7%
SGK
686
Steigerwald Gordon & Koch
Virginia
$18.3M +$218K +1,377 +1%
NPF
687
Norris Perne & French
Michigan
$18.1M +$346K +2,182 +2%
EWM
688
Endurance Wealth Management
Rhode Island
$18.1M -$198K -1,250 -1%
WFMPM
689
Woodley Farra Manion Portfolio Management
Indiana
$18M +$673K +4,250 +4%
WCA
690
Waratah Capital Advisors
Ontario, Canada
$18M -$7.14M -45,078 -28%
BCM
691
Bourgeon Capital Management
Connecticut
$18M -$415K -2,620 -2%
O
692
Ossiam
France
$17.9M -$1.53M -9,631 -8%
WB
693
Webster Bank
Connecticut
$17.9M -$310K -1,955 -2%
MP
694
MSD Partners
New York
$17.8M +$11.9M +75,000 +200%
JPMIA
695
J.P. Marvel Investment Advisors
Massachusetts
$17.7M -$12.7K -80 -0.1%
DMC
696
Drexel Morgan & Co
Pennsylvania
$17.7M
KPWS
697
Kestra Private Wealth Services
Texas
$17.7M +$949K +5,995 +6%
AJ
698
Ashburton (Jersey)
Jersey
$17.6M -$7.44K -47 -0%
PFS
699
Prospera Financial Services
Texas
$17.6M +$2.38M +15,056 +16%
WorldQuant Millennium Advisors
700
WorldQuant Millennium Advisors
New York
$17.6M +$10.5M +66,405 +149%