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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 %
TCM
1251
Traynor Capital Management
Pennsylvania
$6.16M +$299K +1,888 +5%
CHC
1252
City Holding Co
West Virginia
$6.16M +$410K +2,892 +7%
MBTD
1253
Mechanics Bank - Trust Department
California
$6.15M -$138K -870 -2%
LSAG
1254
Lake Street Advisors Group
New Hampshire
$6.14M +$213K +1,342 +4%
MPM
1255
Meritage Portfolio Management
Kansas
$6.13M +$60.3K +381 +1%
HC
1256
HNP Capital
New York
$6.13M +$149K +938 +2%
SCP
1257
Shorepoint Capital Partners
Massachusetts
$6.13M +$113K +715 +2%
JIC
1258
Joel Isaacson & Co
New York
$6.12M +$3.01K +19 +0%
MBT
1259
Montecito Bank & Trust
California
$6.12M +$71.1K +449 +1%
HCM
1260
Huber Capital Management
California
$6.12M -$568K -3,586 -8%
JFGIW
1261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.11M +$133K +837 +2%
CL
1262
CPWM LLC
Washington
$6.11M
HCM
1263
Howland Capital Management
Massachusetts
$6.09M -$37.7K -238 -0.6%
CF
1264
Clarity Financial
Texas
$6.09M +$39.7K +251 +0.7%
WPW
1265
Waldron Private Wealth
Pennsylvania
$6.08M +$94.4K +596 +2%
RAM
1266
Redmond Asset Management
Virginia
$6.08M +$1M +6,315 +20%
S
1267
Surevest
California
$6.08M -$120K -760 -2%
CCT
1268
Chemung Canal Trust
New York
$6.08M +$34.8K +220 +0.6%
WAM
1269
Werlinich Asset Management
Connecticut
$6.06M
CWM
1270
Chronos Wealth Management
Florida
$6.06M +$34.7K +219 +0.6%
AAMA
1271
Advanced Asset Management Advisors
Ohio
$6.06M +$158 +1 +0%
CM
1272
Castleark Management
Illinois
$6.03M
PRS
1273
Pinkerton Retirement Specialists
Idaho
$6.02M +$106K +672 +2%
DIP
1274
DT Investment Partners
Pennsylvania
$6.02M +$687K +4,336 +13%
MWA
1275
Meridian Wealth Advisors
Texas
$6M +$84.1K +531 +1%