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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 %
CSUI
776
Cincinnati Specialty Underwriters Insurance
Ohio
$14.7M
WS
777
Wedbush Securities
California
$14.7M -$166K -1,047 -1%
FCBT
778
First Citizens Bank & Trust
North Carolina
$14.7M +$421K +2,656 +3%
FCH
779
Freestone Capital Holdings
Washington
$14.7M +$990K +6,251 +7%
TC
780
Telemus Capital
Michigan
$14.6M -$1.74K -11 -0%
CA
781
Clearstead Advisors
Ohio
$14.6M -$16.9M -106,492 -54%
WIM
782
Weitz Investment Management
Nebraska
$14.6M -$10.8M -67,935 -42%
RIM
783
Regent Investment Management
Kentucky
$14.6M +$132K +834 +0.9%
EWM
784
Edge Wealth Management
New York
$14.6M +$165K +1,042 +1%
CIS
785
Connors Investor Services
Pennsylvania
$14.6M +$50.2K +317 +0.3%
PA
786
Profund Advisors
Maryland
$14.6M +$166K +1,049 +1%
TTWM
787
TCV Trust & Wealth Management
Virginia
$14.5M +$98.3K +621 +0.7%
RPC
788
Rossmore Private Capital
Connecticut
$14.4M +$5.07K +32 +0%
SCM
789
Stevens Capital Management
Pennsylvania
$14.4M +$4.71M +29,766 +49%
BFA
790
Bragg Financial Advisors
North Carolina
$14.3M
CIA
791
Choate Investment Advisors
Massachusetts
$14.3M -$313K -1,975 -2%
TPCW
792
TD Private Client Wealth
New York
$14.3M -$460K -2,906 -3%
CBOR
793
Community Bank of Raymore
Missouri
$14.3M -$1.68M -10,880 -11%
VAS
794
Vestmark Advisory Solutions
Massachusetts
$14.3M +$667K +4,214 +5%
GLA
795
Great Lakes Advisors
Illinois
$14.3M +$2.69M +17,019 +23%
CWM
796
Calamos Wealth Management
Illinois
$14.3M +$105K +664 +0.7%
CFC
797
Cincinnati Financial Corp
Ohio
$14.3M
RWP
798
RWA Wealth Partners
Massachusetts
$14.2M +$349K +2,204 +3%
DY
799
Dowling & Yahnke
California
$14.2M -$15.8K -100 -0.1%
PWP
800
Perfromance Wealth Partners
Illinois
$14.2M +$14.2M +89,795 New