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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 %
HAI
1076
Hennessy Advisors Inc
California
$8.22M -$2.11M -13,300 -20%
IMOV
1077
Investment Management of Virginia
Virginia
$8.21M -$129K -815 -2%
PG
1078
Pendal Group
Australia
$8.21M -$6.99M -44,136 -46%
NGA
1079
Naples Global Advisors
Florida
$8.2M +$124K +782 +2%
BL
1080
BCWM LLC
Kansas
$8.2M +$34.8K +220 +0.4%
AT
1081
American Trust
Kentucky
$8.2M +$8.2M +51,774 New
PGIM
1082
Pacific Global Investment Management
California
$8.19M -$11.2K -71 -0.1%
IIM
1083
Ipswich Investment Management
Massachusetts
$8.19M -$40.9K -258 -0.5%
SLI
1084
Sumitomo Life Insurance
Japan
$8.17M -$235K -1,487 -3%
SC
1085
Schulhoff & Co
Ohio
$8.15M -$186K -1,173 -2%
LWCFA
1086
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.12M +$496K +3,131 +7%
NIP
1087
Nicholas Investment Partners
California
$8.08M +$3.33M +21,000 +70%
FF
1088
Fluent Financial
Texas
$8.07M +$6.47M +40,864 +405%
LSPW
1089
Lake Street Private Wealth
Illinois
$8.03M +$1.01M +6,378 +14%
RC
1090
Roundview Capital
New Jersey
$8.02M +$176K +1,114 +2%
SCP
1091
Stamos Capital Partners
California
$8.01M +$1.15M +7,250 +17%
HA
1092
Hamel Associates
New Jersey
$8M +$26.1K +165 +0.3%
SGCA
1093
Steel Grove Capital Advisors
Tennessee
$7.99M -$53K -335 -0.7%
KLCM
1094
KG&L Capital Management
Louisiana
$7.99M +$333K +2,100 +4%
AC
1095
Arjuna Capital
North Carolina
$7.95M +$76.5K +483 +1%
CCMINC
1096
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.94M -$40.1K -253 -0.5%
ECM
1097
Everence Capital Management
Indiana
$7.92M -$3.92M -24,760 -33%
AWP
1098
Ascent Wealth Partners
New York
$7.92M -$307K -1,936 -4%
JC
1099
JBF Capital
Colorado
$7.92M
NC
1100
Naman Capital
Brazil
$7.92M