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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 %
FHB
926
First Hawaiian Bank
Hawaii
$10.9M +$2.47M +15,582 +29%
GG
927
Greenwood Gearhart
Arkansas
$10.9M +$813K +5,137 +8%
GLLW
928
Graves Light Lenhart Wealth
Virginia
$10.8M +$33.6K +212 +0.3%
HT
929
Heritage Trust
Oklahoma
$10.8M -$33.9K -214 -0.3%
BMM
930
Buffington Mohr McNeal
Idaho
$10.8M +$189K +1,192 +2%
AAM
931
AR Asset Management
California
$10.8M -$31.7K -200 -0.3%
LPT
932
Legacy Private Trust
Wisconsin
$10.7M +$265K +1,676 +3%
ISB
933
Iowa State Bank
Iowa
$10.7M +$892K +5,636 +9%
TCM
934
Telos Capital Management
California
$10.7M +$79.5K +502 +0.8%
GAM
935
Griffin Asset Management
New York
$10.7M -$197K -1,241 -2%
HCM
936
Harvey Capital Management
Florida
$10.6M -$562K -3,550 -5%
TWMP
937
Taylor Wealth Management Partners
Massachusetts
$10.6M +$48.8K +308 +0.5%
CI
938
Cigna Investments
Connecticut
$10.6M -$3.92M -24,733 -27%
JWM
939
JGP Wealth Management
Oregon
$10.6M +$315K +1,926 +3%
GH
940
GAM Holding
Switzerland
$10.6M -$50.5K -319 -0.5%
BOC
941
Barbara Oil Co
Illinois
$10.6M
SWM
942
Segment Wealth Management
Texas
$10.6M +$462K +2,920 +5%
GCA
943
Greenwood Capital Associates
South Carolina
$10.6M -$167K -1,054 -2%
SCM
944
Schnieders Capital Management
California
$10.5M +$197K +1,245 +2%
CCM
945
Coldstream Capital Management
Washington
$10.5M +$2.43M +15,334 +30%
SFS
946
Sowell Financial Services
Arkansas
$10.5M -$1.15M -7,241 -10%
IWC
947
Integrated Wealth Concepts
Massachusetts
$10.4M +$621K +3,920 +6%
SWM
948
Stockman Wealth Management
Montana
$10.4M -$55.1K -348 -0.5%
Nomura Holdings
949
Nomura Holdings
Japan
$10.4M +$683K +4,402 +7%
ST
950
Spinnaker Trust
Maine
$10.4M +$67.8K +428 +0.7%