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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 %
SMG
1001
Spectrum Management Group
Indiana
$9.26M +$115K +725 +1%
OHIS
1002
Oak Harvest Investment Services
Texas
$9.23M +$14.4K +91 +0.2%
AWM
1003
Altium Wealth Management
New York
$9.22M +$737K +4,651 +9%
FAM
1004
Fred Alger Management
New York
$9.15M -$93.6K -591 -1%
SGI
1005
Summit Global Investments
Utah
$9.15M +$3.45M +21,764 +60%
UFG
1006
United Fire Group
Iowa
$9.14M
ANTB
1007
AMG National Trust Bank
Colorado
$9.13M -$450K -2,844 -5%
SSG
1008
Summit Securities Group
New York
$9.12M -$6.08M -38,376 -40%
LFAS
1009
Level Four Advisory Services
Texas
$9.12M +$2.53M +16,007 +38%
LWANC
1010
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.11M +$111K +702 +1%
Balyasny Asset Management
1011
Balyasny Asset Management
Illinois
$9.1M -$104M -653,852 -92%
MC
1012
Miramar Capital
Illinois
$9.07M +$51.8K +327 +0.6%
BIM
1013
Bridgecreek Investment Management
Oklahoma
$9.04M
RFM
1014
Royal Fund Management
Florida
$9.02M +$173K +1,091 +2%
XWM
1015
Xcel Wealth Management
Florida
$8.97M +$24.5K +155 +0.3%
PA
1016
Perennial Advisors
New York
$8.97M +$154K +971 +2%
OCM
1017
One Capital Management
California
$8.96M +$1.57M +9,916 +21%
Koshinski Asset Management
1018
Koshinski Asset Management
Illinois
$8.96M +$125K +787 +1%
CCM
1019
Carmel Capital Management
California
$8.96M +$8.96M +56,568 New
FCT
1020
Family Capital Trust
Massachusetts
$8.95M +$50.5K +319 +0.6%
SAM
1021
Sompo Asset Management
Japan
$8.93M +$304K +1,920 +4%
MPIM
1022
McGinn Penninger Investment Management
Virginia
$8.93M -$57.3K -362 -0.6%
BFPW
1023
BOK Financial Private Wealth
Colorado
$8.93M -$35.2K -222 -0.4%
FMC
1024
First Merchants Corp
Indiana
$8.91M -$11.2K -71 -0.1%
AIA
1025
Allied Investment Advisors
Montana
$8.9M +$154K +971 +2%