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JPMorgan Chase
JPM

Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$786M
2
GQG Partners
GQG Partners
Florida
+$646M
3
Renaissance Technologies
Renaissance Technologies
New York
+$497M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$392M
5
State Street
State Street
Massachusetts
+$361M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.29B
2
Lazard Asset Management
Lazard Asset Management
New York
-$525M
3
UBS AM
UBS AM
Illinois
-$466M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$443M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$297M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
826
Peak Asset Management
Colorado
$13.5M -$48.1K -304 -0.4%
BHWM
827
Bar Harbor Wealth Management
New Hampshire
$13.4M +$378K +2,384 +3%
PP
828
Prospector Partners
Connecticut
$13.4M -$198K -1,250 -1%
DGAM
829
Desjardins Global Asset Management
Quebec, Canada
$13.4M +$13.4M +84,693 New
RBA
830
Richard Bernstein Advisors
New York
$13.4M -$1.85M -11,689 -12%
CC
831
Courier Capital
New York
$13.4M -$383K -2,416 -3%
IA
832
IFP Advisors
Florida
$13.3M +$223K +1,404 +2%
EP
833
Edgestream Partners
New Jersey
$13.3M +$8.6M +54,336 +184%
IAN
834
Integrated Advisors Network
Texas
$13.3M +$40.7K +257 +0.3%
FFM
835
Forum Financial Management
Illinois
$13.2M +$13.2M +83,301 New
KHLMTHM
836
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$13.2M – – –
PAS
837
Park Avenue Securities
New York
$13.1M +$1.12M +7,104 +9%
IC
838
Inverness Counsel
New York
$13.1M +$5.48M +34,612 +72%
LNC
839
Lincoln National Corp
Pennsylvania
$13M +$494K +3,120 +4%
PAG
840
Private Advisory Group
Washington
$13M +$601K +3,797 +5%
TW
841
Transform Wealth
Colorado
$13M -$83.6K -528 -0.6%
BFIM
842
Beese Fulmer Investment Management
Ohio
$13M +$127K +800 +1%
CCFCSB
843
Cape Cod Five Cents Savings Bank
Massachusetts
$13M -$321K -2,028 -2%
HVIA
844
Hudson Valley Investment Advisors
New York
$13M -$74.6K -471 -0.6%
NSEDCP
845
NJ State Employees Deferred Compensation Plan
New Jersey
$13M – – –
MIC
846
Means Investment Company
Maine
$13M +$517K +3,262 +4%
Carson Wealth (CWM LLC)
847
Carson Wealth (CWM LLC)
Nebraska
$13M +$13M +81,957 New
SIMG
848
Sonora Investment Management Group
Arizona
$13M +$13M +81,876 New
CCG
849
Cypress Capital Group
Florida
$13M +$27.9K +176 +0.2%
IIM
850
Intact Investment Management
Quebec, Canada
$13M +$1.27M +8,000 +11%
32 33
34
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