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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 %
LIM
801
Leavell Investment Management
Alabama
$14.2M +$47.3K +299 +0.3%
DT
802
Diversified Trust
Tennessee
$14.2M +$717K +4,527 +5%
CBB
803
Citizens Business Bank
California
$14M +$179K +1,131 +1%
LNB
804
Ledyard National Bank
$13.9M +$103K +652 +0.7%
TCA
805
Transcend Capital Advisors
New Jersey
$13.8M -$1.82M -11,501 -12%
CC
806
Cannell & Co
New York
$13.8M -$71.3K -450 -0.5%
PTC
807
Private Trust Company
Ohio
$13.7M -$565K -3,566 -4%
SHGA
808
Sand Hill Global Advisors
California
$13.7M +$140K +882 +1%
RFMS
809
RWQ Financial Management Services
Florida
$13.7M +$2.13M +13,433 +18%
BIA
810
Biondo Investment Advisors
Pennsylvania
$13.7M -$35.6K -225 -0.3%
CCM
811
Cohen Capital Management
California
$13.7M
NWM
812
Nicola Wealth Management
British Columbia, Canada
$13.7M +$1.3M +8,200 +10%
GWM
813
Geneos Wealth Management
Colorado
$13.7M -$504K -3,179 -4%
SB
814
Simmons Bank
Arkansas
$13.7M -$535K -3,376 -4%
CWM
815
Circle Wealth Management
New Jersey
$13.7M +$123K +774 +0.9%
DCM
816
Discovery Capital Management
Connecticut
$13.7M +$13.7M +86,300 New
AF
817
Alerus Financial
North Dakota
$13.7M -$3.13M -19,764 -19%
PCIA
818
Prime Capital Investment Advisors
Kansas
$13.6M +$1.59M +10,038 +13%
HCM
819
Hilton Capital Management
New York
$13.6M -$236K -1,493 -2%
H
820
HoyleCohen
California
$13.6M +$317K +2,004 +2%
LWM
821
Lyell Wealth Management
California
$13.6M +$233K +1,471 +2%
APA
822
American Portfolios Advisors
New York
$13.5M +$949K +5,993 +8%
ECM
823
ExodusPoint Capital Management
New York
$13.5M +$4.74M +29,937 +54%
RP
824
Rice Partnership
Hawaii
$13.5M +$194K +1,223 +1%
JAM
825
JCIC Asset Management
Ontario, Canada
$13.5M -$47.5K -300 -0.4%