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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 %
WTA
1126
Washington Trust Advisors
Massachusetts
$7.54M +$7.54M +47,610 New
PL
1127
Parthenon LLC
Kentucky
$7.54M -$202K -1,275 -3%
OIA
1128
OneDigital Investment Advisors
Kansas
$7.53M +$449K +2,838 +6%
FFG
1129
Frisch Financial Group
New York
$7.53M -$48.7K -308 -0.6%
BCCM
1130
Bridge Creek Capital Management
Massachusetts
$7.47M -$43.9K -277 -0.6%
ACP
1131
Aviance Capital Partners
Florida
$7.47M +$97.4K +615 +1%
SG
1132
Swarthmore Group
Pennsylvania
$7.45M +$1.14M +7,203 +18%
IEFM
1133
IQ EQ Fund Management
Ireland
$7.44M -$110K -695 -1%
AWM
1134
Altavista Wealth Management
North Carolina
$7.44M +$132K +832 +2%
WI
1135
Wintrust Investments
Illinois
$7.42M -$29.8K -188 -0.4%
VHAM
1136
Van Hulzen Asset Management
California
$7.39M +$5.73M +36,219 +347%
KOCAA
1137
Knights of Columbus Asset Advisors
Connecticut
$7.36M +$92.8K +586 +1%
BB
1138
Berkshire Bank
Massachusetts
$7.35M +$213K +1,345 +3%
PL
1139
Parkwood LLC
Ohio
$7.33M -$473K -2,990 -6%
ERWM
1140
Elk River Wealth Management
Colorado
$7.33M +$137K +866 +2%
AT
1141
Arden Trust
Delaware
$7.31M -$241K -1,519 -3%
FMWA
1142
Forvis Mazars Wealth Advisors
Missouri
$7.3M +$149K +939 +2%
SWA
1143
Stratos Wealth Advisors
Ohio
$7.3M +$203K +1,280 +3%
AAS
1144
Annex Advisory Services
Wisconsin
$7.29M +$404K +2,551 +6%
AWM
1145
Axxcess Wealth Management
California
$7.29M +$7.29M +46,038 New
RC
1146
RBF Capital
California
$7.28M
MCP
1147
Martin Capital Partners
Oregon
$7.28M +$6.33K +40 +0.1%
HEIP
1148
Hudson Edge Investment Partners
New Jersey
$7.28M +$29.1K +184 +0.4%
GIA
1149
Gladstone Institutional Advisory
Florida
$7.25M +$1.48M +9,327 +26%
RI
1150
Redwood Investments
Massachusetts
$7.24M +$345K +2,176 +5%