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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 %
CCFP
1226
Charles Carroll Financial Partners
Massachusetts
$6.36M +$6.36M +40,170 New
BCM
1227
Bluefin Capital Management
New York
$6.36M -$4.21M -26,593 -40%
HWA
1228
Heritage Wealth Advisors
Virginia
$6.36M +$185K +1,170 +3%
OFG
1229
Oxford Financial Group
Indiana
$6.35M +$20.9K +132 +0.3%
ANBT
1230
American National Bank & Trust
Texas
$6.33M +$607K +3,831 +11%
PCM
1231
Patient Capital Management
Maryland
$6.32M +$6.32M +39,900 New
BA
1232
Bristlecone Advisors
Washington
$6.31M -$425K -2,684 -6%
FPS
1233
Fieldpoint Private Securities
Connecticut
$6.3M +$99.8K +630 +2%
HWM
1234
Hohimer Wealth Management
Washington
$6.3M -$312K -1,971 -5%
PPW
1235
Parcion Private Wealth
Washington
$6.3M -$84.6K -536 -1%
MWM
1236
Modera Wealth Management
New Jersey
$6.29M +$4.47M +28,219 +245%
CIG
1237
Consolidated Investment Group
Colorado
$6.29M
BONH
1238
Bank of New Hampshire
New Hampshire
$6.27M +$117K +737 +2%
BMWM
1239
Brown Miller Wealth Management
Virginia
$6.26M -$239K -1,508 -4%
PAM
1240
Paradigm Asset Management
New York
$6.25M +$292K +1,841 +5%
AOWM
1241
Alpha Omega Wealth Management
Virginia
$6.24M +$28.8K +171 +0.5%
NAS
1242
Nicolet Advisory Services
Wisconsin
$6.24M -$406K -2,561 -6%
WSC
1243
Wellington Shields & Co
New York
$6.24M -$6.49K -41 -0.1%
ACM
1244
AlphaCrest Capital Management
New York
$6.2M +$5.57M +35,188 +885%
VRM
1245
Vectors Research Management
New York
$6.2M +$157K +991 +3%
BSB
1246
Bangor Savings Bank
Maine
$6.2M +$270K +1,708 +5%
DWM
1247
Dorchester Wealth Management
Quebec, Canada
$6.2M +$188K +1,190 +3%
BO
1248
BRR OpCo
Ohio
$6.18M -$297K -1,878 -5%
LPIC
1249
LeJeune Puetz Investment Counsel
Michigan
$6.18M +$114K +717 +2%
MCM
1250
Mitchell Capital Management
Kansas
$6.16M +$128K +811 +2%