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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 %
PNAA
701
Pictet North America Advisors
Switzerland
$17.6M +$135K +850 +0.8%
MIA
702
MainStreet Investment Advisors
Illinois
$17.5M -$118K -743 -0.7%
BWFA
703
Baltimore-Washington Financial Advisors
Maryland
$17.5M +$389K +2,457 +2%
FPCG
704
Fort Pitt Capital Group
Pennsylvania
$17.5M +$2.29M +14,489 +15%
GIM
705
Grassi Investment Management
California
$17.4M -$7.6K -48 -0%
MWM
706
Meridian Wealth Management
Kentucky
$17.4M +$324K +2,044 +2%
ACA
707
Aptus Capital Advisors
Alabama
$17.3M +$1.97M +12,444 +13%
TIP
708
Torray Investment Partners
Maryland
$17.2M -$951K -6,003 -5%
CANC
709
Culbertson A N & Co
Virginia
$17.2M -$192K -1,213 -1%
KFP
710
KMG Fiduciary Partners
Ohio
$17.2M +$441K +2,784 +3%
OCAM
711
Onex Canada Asset Management
Ontario, Canada
$17.1M -$1.03M -6,481 -6%
NEI
712
Northwest & Ethical Investments
Ontario, Canada
$17M -$1.62M -10,199 -9%
FM
713
Freemont Management
Switzerland
$17M
RCP
714
Rothschild Capital Partners
New York
$17M +$347K +2,193 +2%
MAM
715
Myriad Asset Management
Hong Kong
$17M +$918K +5,800 +6%
AHC
716
Adell Harriman & Carpenter
Texas
$16.9M +$213K +1,348 +1%
BRWA
717
B. Riley Wealth Advisors
Florida
$16.9M -$399K -2,522 -2%
DP
718
Dearborn Partners
Illinois
$16.9M -$189K -1,192 -1%
AMI
719
Amica Mutual Insurance
Rhode Island
$16.9M
CNC
720
Canandaigua National Corp
New York
$16.8M +$104K +654 +0.6%
MA
721
Montag & Associates
Georgia
$16.7M +$359K +2,267 +2%
CCP
722
Corient Capital Partners
California
$16.7M -$20K -126 -0.1%
EAMA
723
EFG Asset Management (Americas)
Florida
$16.7M +$66.6K +420 +0.4%
M2MC
724
Matthew 25 Management Corp
Pennsylvania
$16.6M
HFS
725
Hantz Financial Services
Michigan
$16.6M +$1.08M +6,835 +7%