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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 %
Assenagon Asset Management
1201
Assenagon Asset Management
Luxembourg
$6.64M +$230K +1,450 +4%
ST
1202
Somerset Trust
Pennsylvania
$6.64M +$255K +1,611 +4%
ADL
1203
Asset Dedication LLC
California
$6.63M +$153K +968 +2%
LA
1204
LVW Advisors
New York
$6.6M -$237K -1,496 -3%
VST
1205
Van Strum & Towne
California
$6.59M -$31.7K -200 -0.5%
AFM
1206
Abbot Financial Management
Massachusetts
$6.58M -$3.33K -21 -0.1%
VLKIM
1207
Van Lanschot Kempen Investment Management
Netherlands
$6.56M +$452K +2,855 +7%
LSA
1208
L & S Advisors
California
$6.55M -$4.84M -30,566 -42%
RIA
1209
RPG Investment Advisory
California
$6.55M -$1.02M -6,431 -13%
LCC
1210
Lincoln Capital Corp
Rhode Island
$6.52M +$79K +499 +1%
GCM
1211
Gibraltar Capital Management
Oklahoma
$6.51M -$242K -1,528 -4%
FB
1212
Fulton Bank
Pennsylvania
$6.51M +$154K +972 +2%
MWM
1213
Marietta Wealth Management
Georgia
$6.51M +$106K +667 +2%
CWM
1214
Concentric Wealth Management
California
$6.49M -$21.2K -134 -0.3%
CW
1215
CreativeOne Wealth
Kansas
$6.48M +$265K +1,674 +4%
SHA
1216
Seneca House Advisors
Virginia
$6.48M +$1.01M +6,360 +18%
BAM
1217
Belpointe Asset Management
Nevada
$6.48M +$239K +1,508 +4%
RDWM
1218
Red Door Wealth Management
Tennessee
$6.47M +$279K +1,760 +5%
IC
1219
Intersect Capital
California
$6.47M -$2.34M -14,807 -27%
UF
1220
Univest Financial
Pennsylvania
$6.46M -$74.3K -469 -1%
PWS
1221
Peloton Wealth Strategists
Indiana
$6.45M -$222K -1,400 -3%
1WM
1222
1900 Wealth Management
Texas
$6.45M +$437K +2,763 +7%
SIA
1223
Schechter Investment Advisors
Michigan
$6.45M +$6.45M +40,708 New
CF
1224
Centaurus Financial
California
$6.41M +$982K +6,200 +18%
WPIC
1225
White Pine Investment Company
Michigan
$6.38M -$165K -1,040 -3%