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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 %
YC
751
Yarbrough Capital
Tennessee
$15.5M +$15.5M +97,875 New
AHC
752
Anderson Hoagland & Co
Missouri
$15.4M +$178K +1,231 +1%
WSTAM
753
Wilbanks Smith & Thomas Asset Management
Virginia
$15.4M +$560K +3,536 +4%
ASN
754
Advisory Services Network
Georgia
$15.4M +$92.3K +583 +0.6%
RGI
755
River Global Investors
United Kingdom
$15.3M +$1.66M +10,503 +12%
MOS
756
MGO One Seven
Ohio
$15.3M +$5.03M +31,792 +49%
PIM
757
Penobscot Investment Management
Massachusetts
$15.3M -$29.3K -185 -0.2%
NEAM
758
New England Asset Management
Connecticut
$15.3M +$740K +4,675 +5%
WTB
759
Washington Trust Bank
Washington
$15.3M +$72.7K +459 +0.5%
BCM
760
Brookstone Capital Management
Illinois
$15.2M +$3.09M +18,513 +26%
TA
761
TruWealth Advisors
Louisiana
$15.2M +$662K +4,181 +5%
MSS
762
Mitchell Sinkler & Starr
Pennsylvania
$15.2M +$13.9M +87,942 +1,101%
GL
763
Gemsstock Ltd
United Kingdom
$15.2M +$3.85M +24,300 +34%
BCM
764
BTC Capital Management
Iowa
$15.1M +$16.3K +103 +0.1%
ECG
765
Edge Capital Group
Georgia
$15.1M -$6.15M -38,809 -29%
TCM
766
Twin Capital Management
Pennsylvania
$15.1M -$1.04M -6,546 -6%
Credit Agricole
767
Credit Agricole
France
$15M -$431K -2,724 -3%
EAM
768
EULAV Asset Management
Florida
$15M +$475K +3,000 +3%
WCMN
769
Westchester Capital Management (Nebraska)
Nebraska
$15M -$14.3K -90 -0.1%
KCM
770
Kornitzer Capital Management
Kansas
$14.9M -$103K -651 -0.7%
FAT
771
First American Trust
California
$14.9M +$429K +2,712 +3%
SFA
772
Sequoia Financial Advisors
Ohio
$14.9M +$11M +69,376 +282%
QIM
773
Quest Investment Management
Oregon
$14.8M +$14.8M +93,733 New
FNFDCM
774
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$14.8M -$136K -856 -0.9%
CCC
775
Cincinnati Casualty Company
Ohio
$14.7M