JPM icon

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 %
XF
1151
XML Financial
Maryland
$7.24M +$20.4K +129 +0.3%
SVWAG
1152
Sound View Wealth Advisors Group
Georgia
$7.21M +$249K +1,572 +4%
DDC
1153
DF Dent & Co
Maryland
$7.2M +$153K +966 +2%
FTDI
1154
First Trust Direct Indexing
Massachusetts
$7.2M -$85.7K -541 -1%
MCM
1155
McRae Capital Management
New Jersey
$7.19M +$127K +805 +2%
SA
1156
Strategic Advisors
New York
$7.18M +$322K +2,031 +5%
CM
1157
Capula Management
Cayman Islands
$7.18M -$1.49M -9,418 -17%
FMTC
1158
Farmers & Merchants Trust Company
California
$7.18M +$36.9K +233 +0.5%
WPP
1159
Whalerock Point Partners
Rhode Island
$7.16M +$238K +1,501 +3%
VWM
1160
Valley Wealth Managers
New Jersey
$7.15M -$119K -753 -2%
HIP
1161
Harrell Investment Partners
Texas
$7.14M +$208K +1,316 +3%
LC
1162
Loews Corp
New York
$7.13M -$1.58M -10,000 -18%
AC
1163
Abbrea Capital
California
$7.11M +$171K +1,077 +2%
KCM
1164
Karp Capital Management
California
$7.08M +$831K +5,248 +13%
APSI
1165
Asset Planning Services Inc
Louisiana
$7.07M -$174K -1,100 -2%
WG
1166
Welch Group
Alabama
$7.06M +$265K +1,671 +4%
ACM
1167
Alpha Capital Management
Texas
$7.04M +$65.7K +415 +0.9%
WCM
1168
Wisconsin Capital Management
Wisconsin
$7.03M +$3.96K +25 +0.1%
FBC
1169
Fairfield, Bush & Co
Connecticut
$7.03M -$861K -5,439 -11%
Wealth Enhancement Advisory Services
1170
Wealth Enhancement Advisory Services
Minnesota
$7.01M -$1.32M -8,824 -16%
OAMG
1171
Odey Asset Management Group
United Kingdom
$7M -$308K -1,942 -4%
GCMG
1172
Gyroscope Capital Management Group
Florida
$6.99M +$95.5K +603 +1%
BAM
1173
Brave Asset Management
New Jersey
$6.97M +$98.7K +623 +1%
BFIC
1174
Bedell Frazier Investment Counselling
California
$6.96M +$62.7K +396 +0.9%
AIP
1175
Ameritas Investment Partners
Nebraska
$6.96M -$2.3M -14,534 -25%