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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 %
AWCI
726
Alpine Woods Capital Investors
New York
$16.5M +$292K +1,841 +2%
NB
727
NBT Bank
New York
$16.5M -$286K -1,807 -2%
ERIC
728
Eagle Rock Investment Company
Georgia
$16.5M +$16.5M +104,237 New
UBV
729
United Bank (Virginia)
Virginia
$16.5M -$63.3K -400 -0.4%
NCM
730
Novare Capital Management
North Carolina
$16.4M -$20.1K -127 -0.1%
KPCM
731
Kings Point Capital Management
New York
$16.3M -$66.8K -422 -0.4%
BBI
732
Baxter Bros Inc
Connecticut
$16.3M +$32.8K +207 +0.2%
TYCC
733
Texas Yale Capital Corp
Florida
$16.3M -$40.2K -254 -0.2%
CTA
734
Colonial Trust Advisors
South Carolina
$16.3M -$120K -759 -0.7%
WC
735
Whitney & Co
New York
$16.2M -$43.4K -274 -0.3%
EH
736
Equitable Holdings
New York
$16.2M +$1.01M +6,364 +7%
VFA
737
Valeo Financial Advisors
Indiana
$16.2M -$64.3K -503 -0.4%
MYAM
738
Meiji Yasuda Asset Management
Japan
$16.2M +$328K +2,071 +2%
SAM
739
Socorro Asset Management
Texas
$16.1M
SBIA
740
Sheaff Brock Investment Advisors
Indiana
$16M +$4.59K +29 +0%
WIM
741
Waverton Investment Management
United Kingdom
$15.9M +$15.9M +100,515 New
WAM
742
Wallington Asset Management
Indiana
$15.9M +$73K +461 +0.5%
FG
743
Fiduciary Group
Georgia
$15.8M +$155K +977 +1%
GPC
744
Guardian Point Capital
Virginia
$15.8M
MCM
745
Murphy Capital Management
New Jersey
$15.8M -$53.8K -340 -0.3%
ALAM
746
Asahi Life Asset Management
Japan
$15.7M -$61.3K -387 -0.4%
CIA
747
CCM Investment Advisers
South Carolina
$15.7M +$1.15M +7,234 +8%
FFBTD
748
First Financial Bank - Trust Division
Ohio
$15.6M -$190K -1,202 -1%
AC
749
Addenda Capital
Quebec, Canada
$15.5M +$340K +2,149 +2%
NAM
750
NorthCrest Asset Manangement
Minnesota
$15.5M +$15.5M +97,924 New