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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 %
Hudson Bay Capital Management
1101
Hudson Bay Capital Management
Connecticut
$7.92M +$3.17M +20,000 +67%
DWT
1102
Dorsey & Whitney Trust
South Dakota
$7.92M +$721K +4,550 +10%
SS
1103
Simplicity Solutions
Minnesota
$7.9M +$3.87M +24,462 +96%
JEST
1104
JTC Employer Solutions Trustee
Jersey
$7.89M
NSAM
1105
North Star Asset Management
Wisconsin
$7.88M +$847K +5,351 +12%
BA
1106
Ballast Advisors
Minnesota
$7.82M -$22.6K -143 -0.3%
LOPW
1107
Live Oak Private Wealth
North Carolina
$7.81M +$55.6K +351 +0.7%
S
1108
SignatureFD
Georgia
$7.77M +$317K +2,000 +4%
SBL
1109
Sargent Bickham Lagudis
Colorado
$7.76M -$319K -2,012 -4%
IRF
1110
IBM Retirement Fund
New York
$7.74M -$5.54M -34,967 -42%
ECM
1111
EagleClaw Capital Management
Massachusetts
$7.71M +$185K +1,170 +2%
NCM
1112
Nelson Capital Management
California
$7.68M +$15K +95 +0.2%
WIM
1113
Wittenberg Investment Management
Massachusetts
$7.67M -$111K -700 -1%
AWM
1114
Avitas Wealth Management
California
$7.66M +$116K +732 +2%
GIP
1115
Granite Investment Partners
California
$7.64M -$216K -1,365 -3%
BFG
1116
Beacon Financial Group
Texas
$7.64M +$19.6K +121 +0.3%
HCA
1117
Harbour Capital Advisors
Virginia
$7.64M +$74.3K +469 +1%
CW
1118
Connectus Wealth
Ohio
$7.62M +$7.62M +48,101 New
DA
1119
DCM Advisors
New York
$7.59M +$3.65M +23,045 +93%
CHAM
1120
Clear Harbor Asset Management
Connecticut
$7.57M +$156K +987 +2%
CIA
1121
Covington Investment Advisors
Pennsylvania
$7.56M -$31.8K -201 -0.4%
MCM
1122
McKinley Capital Management
Alaska
$7.55M
HT
1123
HighTower Trust
Texas
$7.55M +$113K +713 +2%
PAI
1124
Pittenger & Anderson Inc
Nebraska
$7.54M +$395K +2,495 +6%
GCM
1125
Garland Capital Management
Washington
$7.54M -$483K -3,050 -6%