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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 %
MYLI
1176
Meiji Yasuda Life Insurance
Japan
$6.96M -$906K -5,723 -12%
BP
1177
Ballentine Partners
Massachusetts
$6.96M +$521K +3,293 +8%
HWM
1178
HB Wealth Management
Georgia
$6.95M +$6.95M +43,862 New
SAM
1179
Selway Asset Management
$6.94M -$31.7K -200 -0.5%
CBTWT
1180
Community Bank & Trust (Waco, Texas)
Texas
$6.92M +$63.8K +403 +0.9%
BDWM
1181
Brewin Dolphin Wealth Management
Ireland
$6.91M
BWA
1182
BDO Wealth Advisors
Florida
$6.91M +$85.7K +541 +1%
MGIA
1183
Moneta Group Investment Advisors
Missouri
$6.9M +$421K +2,661 +7%
AFWM
1184
AMJ Financial Wealth Management
Virginia
$6.87M +$517K +3,267 +8%
BRWM
1185
B. Riley Wealth Management
Tennessee
$6.86M +$5.17M +638,881 +307%
GIA
1186
Guyasuta Investment Advisors
Pennsylvania
$6.85M +$17.6K +111 +0.3%
ACM
1187
Argyle Capital Management
Pennsylvania
$6.85M -$119K -750 -2%
WP
1188
WealthPLAN Partners
Nebraska
$6.85M -$37K -249 -0.5%
SAM
1189
Smithbridge Asset Management
Pennsylvania
$6.84M -$39.3K -248 -0.6%
LBC
1190
Lawrence B. Cohen
$6.82M +$1.58M +9,986 +30%
GJIC
1191
Gamble Jones Investment Counsel
California
$6.8M +$25.3K +160 +0.4%
AMM
1192
American Money Management
California
$6.76M +$109K +686 +2%
PFM
1193
Premier Fund Managers
United Kingdom
$6.75M +$20.8K +131 +0.3%
PDN
1194
Pensionfund DSM Netherlands
Netherlands
$6.73M
BWAM
1195
Boyd Watterson Asset Management
Ohio
$6.72M -$55.7K -352 -0.8%
BEAM
1196
Baker Ellis Asset Management
Washington
$6.72M +$31.8K +201 +0.5%
IB
1197
Intrust Bank
Kansas
$6.7M -$81.4K -514 -1%
SFG
1198
SevenBridge Financial Group
Pennsylvania
$6.69M -$317 -2 -0%
LWAC
1199
Laurel Wealth Advisors (California)
California
$6.68M +$3.59M +22,663 +116%
SAI
1200
Systematic Alpha Investments
New Jersey
$6.65M