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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 %
BSW
1026
Buckingham Strategic Wealth
Missouri
$8.89M -$87.6K -553 -1%
IWP
1027
Icon Wealth Partners
Texas
$8.89M -$626K -3,951 -7%
PGAM
1028
Princeton Global Asset Management
New Jersey
$8.87M +$22.8K +144 +0.3%
BWM
1029
Buckley Wealth Management
Nevada
$8.87M -$99.4K -628 -1%
HWAM
1030
Hennion & Walsh Asset Management
New Jersey
$8.86M +$914K +5,774 +12%
MRCM
1031
M&R Capital Management
New Jersey
$8.82M -$46.2K -292 -0.5%
FC
1032
Fulcrum Capital
Washington
$8.79M +$214K +1,350 +2%
SIM
1033
Stratos Investment Management
Ohio
$8.79M +$19.5K +123 +0.2%
PRA
1034
Pine Ridge Advisers
New York
$8.79M
SCA
1035
Snowden Capital Advisors
New York
$8.78M -$1.96M -12,379 -18%
GIM
1036
Goelzer Investment Management
Indiana
$8.77M +$4.24M +26,783 +94%
BCA
1037
Bray Capital Advisors
Florida
$8.76M +$137K +865 +2%
CCMT
1038
CMT Capital Markets Trading
Germany
$8.76M +$8.31M +52,500 +1,875%
RWA
1039
River Wealth Advisors
Pennsylvania
$8.71M +$113K +715 +1%
FSA
1040
Fort Sheridan Advisors
Illinois
$8.7M -$11.9K -75 -0.1%
OSNBOA
1041
Old Second National Bank of Aurora
Illinois
$8.69M +$566K +4,398 +7%
SMH
1042
Sanders Morris Harris
Texas
$8.69M +$4.73M +29,438 +119%
CC
1043
Constitution Capital
Connecticut
$8.69M +$81.6K +515 +0.9%
SC
1044
Stolper & Co
Oklahoma
$8.68M -$11.1K -70 -0.1%
RWM
1045
Rench Wealth Management
Texas
$8.68M -$153K -969 -2%
CIC
1046
Cutler Investment Counsel
Oregon
$8.67M +$61.1K +386 +0.7%
QI
1047
QV Investors
Alberta, Canada
$8.66M -$713K -4,500 -8%
DR
1048
Davis Rea
Ontario, Canada
$8.63M -$373K -2,353 -4%
PP
1049
Prudential plc
United Kingdom
$8.62M +$7M +44,192 +431%
VFM
1050
Viking Fund Management
North Dakota
$8.55M