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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 %
SIC
951
SFE Investment Counsel
California
$10.4M +$340K +2,148 +3%
GT
952
Greenleaf Trust
Michigan
$10.4M +$866K +5,472 +9%
TF
953
Tompkins Financial
New York
$10.3M +$1.27K +8 +0%
FWM
954
Frontier Wealth Management
Missouri
$10.3M +$964K +6,085 +10%
FM
955
Foster & Motley
Ohio
$10.2M -$266K -1,678 -3%
SBF
956
Sara-Bay Financial
Florida
$10.2M +$112K +705 +1%
HI
957
Hoey Investments
Pennsylvania
$10.2M +$354K +2,233 +4%
PTB
958
Pioneer Trust Bank
Oregon
$10.2M -$66.5K -420 -0.6%
FMBTD
959
First Midwest Bank Trust Division
Illinois
$10.2M +$188K +1,188 +2%
PWW
960
Pettyjohn Wood & White
Virginia
$10.2M -$7.6K -48 -0.1%
PT
961
Plimoth Trust
Massachusetts
$10.1M +$181K +1,144 +2%
SC
962
Skylands Capital
Wisconsin
$10.1M +$83.1K +525 +0.8%
HBT
963
Hills Bank & Trust
Iowa
$10.1M +$72.7K +459 +0.7%
BFO
964
Boston Family Office
Massachusetts
$10.1M +$40.7K +257 +0.4%
WIS
965
Wright Investors Service
Connecticut
$10.1M +$1.25M +7,906 +14%
GC
966
Grimes & Company
Massachusetts
$9.95M +$19.5K +123 +0.2%
CC
967
Chicago Capital
Illinois
$9.94M +$82.7K +522 +0.8%
FA
968
Fagan Associates
New York
$9.94M +$109K +691 +1%
WIC
969
Woodmont Investment Counsel
Tennessee
$9.93M +$329K +2,078 +3%
GL
970
Graypoint LLC
New York
$9.91M +$4.43K +28 +0%
LFM
971
LGT Fund Management
Liechtenstein
$9.91M +$9.91M +62,550 New
CWG
972
Cornerstone Wealth Group
North Carolina
$9.89M +$4.73M +29,852 +92%
VAS
973
Valicenti Advisory Services
New York
$9.85M -$62.4K -394 -0.6%
DAS
974
Dynamic Advisor Solutions
Arizona
$9.8M +$438K +2,766 +5%
WF
975
WoodTrust Financial
Wisconsin
$9.77M +$488K +3,081 +5%