JPM icon

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 %
PWAG
901
Polaris Wealth Advisory Group
California
$11.5M +$567K +3,579 +5%
AWAG
902
ARS Wealth Advisors Group
Florida
$11.5M +$203K +1,281 +2%
BS
903
Boenning & Scattergood
Pennsylvania
$11.4M +$60.3K +381 +0.5%
PAM
904
Palisade Asset Management
Minnesota
$11.4M +$224K +1,413 +2%
HRC
905
Hoertkorn Richard Charles
$11.4M -$61K -385 -0.5%
WSCM
906
Wellington Shields Capital Management
New York
$11.3M -$97.4K -615 -0.9%
MNBTD
907
Moody National Bank Trust Division
Texas
$11.3M -$38M -240,002 -77%
DBT
908
Dubuque Bank & Trust
Iowa
$11.3M -$838K -5,290 -7%
SAM
909
Strategy Asset Managers
California
$11.3M -$244K -1,540 -2%
PTC
910
Philadelphia Trust Company
Pennsylvania
$11.2M +$2.14M +13,513 +23%
BKA
911
Brick & Kyle Associates
Pennsylvania
$11.2M +$5.79M +36,536 +106%
FTC
912
Farmers Trust Company
Ohio
$11.2M -$70.5K -445 -0.6%
VWA
913
Visionary Wealth Advisors
Illinois
$11.2M +$85.7K +541 +0.8%
CAC
914
Core Alternative Capital
Georgia
$11.1M +$336K +2,080 +3%
VIA
915
Vantis Investment Advisers
Florida
$11.1M +$7.85M +49,600 +241%
CCM
916
Copeland Capital Management
Pennsylvania
$11.1M +$180K +1,137 +2%
SW
917
SteelPeak Wealth
California
$11.1M -$2.46M -15,517 -18%
SCM
918
Shelton Capital Management
Colorado
$11.1M +$2.62M +16,557 +31%
VM
919
Venator Management
Pennsylvania
$11.1M -$13.6M -86,141 -55%
GC
920
Gratus Capital
Georgia
$11M +$484K +3,055 +5%
IA
921
Icon Advisers
Colorado
$11M
SMFG
922
Sumitomo Mitsui Financial Group
Japan
$11M +$1.4M +8,830 +15%
WIC
923
WealthBridge Investment Counsel
Alberta, Canada
$11M -$183K -1,155 -2%
AAM
924
Autus Asset Management
Arizona
$11M +$14.7K +93 +0.1%
PWM
925
Perigon Wealth Management
California
$10.9M +$959K +6,055 +10%