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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 %
MCM
976
Mengis Capital Management
Oregon
$9.76M +$177K +1,116 +2%
PCA
977
Pallas Capital Advisors
Massachusetts
$9.75M +$786K +5,418 +9%
SCA
978
Spearhead Capital Advisors
Florida
$9.71M +$195K +1,229 +2%
SIC
979
Sigma Investment Counselors
Michigan
$9.64M -$31.4K -198 -0.3%
SC
980
Savant Capital
Illinois
$9.62M -$99.4K -628 -1%
FNB
981
Farmers National Bank
Kentucky
$9.6M +$320K +2,018 +3%
WTFG
982
Wells Trecaso Financial Group
Ohio
$9.57M -$49.4K -312 -0.5%
MA
983
Mutual Advisors
Nebraska
$9.56M +$163K +1,032 +2%
IPW
984
Inlet Private Wealth
Florida
$9.54M -$1.43K -9 -0%
BOH
985
Bank of Hawaii
Hawaii
$9.51M -$12.5K -79 -0.1%
BRCM
986
Bright Rock Capital Management
Massachusetts
$9.5M
NM
987
NWI Management
New York
$9.5M
HFM
988
Hartford Financial Management
Connecticut
$9.48M -$47.7K -301 -0.5%
AA
989
Apriem Advisors
California
$9.47M -$170K -1,072 -2%
AF
990
Arrow Financial
New York
$9.46M -$346K -2,185 -4%
ACM
991
Adalta Capital Management
New York
$9.45M +$1.58M +10,000 +20%
CNB
992
Camden National Bank
Maine
$9.43M -$60.6K -383 -0.6%
BAM
993
Boyar Asset Management
New York
$9.42M -$47.5K -300 -0.5%
RWA
994
Ropes Wealth Advisors
Massachusetts
$9.39M -$2.07M -13,078 -18%
WC
995
Woodstock Corp
Massachusetts
$9.39M +$40.9K +258 +0.4%
III
996
Independent Investors Inc
New York
$9.37M -$31.7K -200 -0.3%
BFS
997
Bard Financial Services
Connecticut
$9.36M
GFA
998
Gifford Fong Associates
California
$9.31M
CFA
999
Carroll Financial Associates
North Carolina
$9.31M +$389K +2,461 +4%
AWM
1000
Apollon Wealth Management
South Carolina
$9.27M +$2.03M +12,831 +28%