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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 %
P
1051
Paradiem
Louisiana
$8.51M
LA
1052
Lynch & Associates
Indiana
$8.51M +$344K +2,171 +4%
AIM
1053
AMI Investment Management
Indiana
$8.5M -$79.2K -500 -0.9%
KJHP
1054
K.J. Harrison & Partners
Ontario, Canada
$8.5M +$416K +2,623 +5%
BBNA
1055
Bremer Bank National Association
Minnesota
$8.49M -$1.72M -10,836 -17%
NPT
1056
Nixon Peabody Trust
Massachusetts
$8.49M +$340K +2,149 +4%
AIA
1057
AGF Investments America
Ontario, Canada
$8.47M +$202K +1,273 +2%
SFO
1058
Stokes Family Office
Louisiana
$8.46M +$297K +1,874 +4%
PC
1059
Permanens Capital
New York
$8.46M
CBN
1060
Cadence Bank NA
Texas
$8.43M -$102K -642 -1%
PA
1061
Parallel Advisors
California
$8.42M +$459K +2,900 +6%
RCM
1062
Radnor Capital Management
Pennsylvania
$8.41M +$576K +3,636 +7%
VI
1063
Vestcor Inc
New Brunswick, Canada
$8.41M -$385K -2,434 -4%
MCP
1064
Mirador Capital Partners
California
$8.39M +$330K +2,084 +4%
MYIA
1065
Mount Yale Investment Advisors
Colorado
$8.39M -$77K -486 -0.9%
CFA
1066
Capstone Financial Advisors
Illinois
$8.35M +$133K +841 +2%
DSC
1067
Duncker Streett & Co
Missouri
$8.35M +$74.4K +470 +0.9%
EFS
1068
Essex Financial Services
Connecticut
$8.33M +$37.4K +236 +0.5%
BWP
1069
Baldwin Wealth Partners
Massachusetts
$8.33M +$239K +1,510 +3%
WCM
1070
Windward Capital Management
California
$8.32M +$5.07K +32 +0.1%
CA
1071
Cumberland Advisors
Florida
$8.31M +$420K +2,655 +5%
HIA
1072
Harbor Investment Advisory
Maryland
$8.31M -$20.3K -128 -0.2%
EF
1073
Empirical Finance
Pennsylvania
$8.3M +$2.12M +13,406 +34%
WKWM
1074
Walter & Keenan Wealth Management
Indiana
$8.29M -$364K -2,298 -4%
CP
1075
Corbenic Partners
Pennsylvania
$8.23M +$789K +4,982 +11%