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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 %
RMSCM
1276
R.M. Sincerbeaux Capital Management
New York
$6M
PAMG
1277
Patton Albertson Miller Group
Tennessee
$6M +$434K +2,738 +8%
ATPW
1278
Ashton Thomas Private Wealth
Arizona
$5.99M +$3.09M +19,543 +107%
CCA
1279
Checchi Capital Advisers
California
$5.99M +$371K +2,343 +7%
SCA
1280
Stokes Capital Advisors
South Carolina
$5.99M +$94.4K +596 +2%
KA
1281
Kintegral Advisory
New York
$5.98M
FM
1282
Family Management
New York
$5.97M +$93.9K +593 +2%
AAM
1283
Augustine Asset Management
Florida
$5.97M -$36.3K -229 -0.6%
PA
1284
PFG Advisors
Arizona
$5.96M +$66.7K +421 +1%
OLA
1285
Oliver Luxxe Assets
New Jersey
$5.96M -$10.9K -69 -0.2%
ETC
1286
Exchange Traded Concepts
Oklahoma
$5.95M -$10.3K -65 -0.2%
HW
1287
Hedeker Wealth
Illinois
$5.93M -$32.3K -204 -0.5%
BA
1288
Bridgewater Advisors
New York
$5.91M +$348K +2,195 +6%
GP
1289
Greenline Partners
New York
$5.9M -$154K -975 -3%
CAL
1290
Capital Analysts LLC
Pennsylvania
$5.9M -$204K -1,290 -3%
GAM
1291
Gotham Asset Management
New York
$5.88M -$825K -5,211 -12%
AF
1292
Advisornet Financial
Minnesota
$5.87M -$182K -1,149 -3%
SFP
1293
Shepherd Financial Partners
Massachusetts
$5.84M +$152K +960 +3%
NG
1294
NatWest Group
United Kingdom
$5.84M +$1.42M +8,958 +32%
MIAN
1295
Mariner Independent Advisor Network
Kansas
$5.84M -$433K -2,690 -7%
SIMM
1296
Stillwater Investment Management (Minnesota)
Minnesota
$5.82M +$9.66K +61 +0.2%
AAF
1297
Andra AP-fonden
Sweden
$5.81M -$586K -3,700 -9%
CSA
1298
Cottage Street Advisors
Massachusetts
$5.79M +$28.3K +179 +0.5%
EM
1299
Excalibur Management
Massachusetts
$5.79M +$49.9K +315 +0.9%
IFAM
1300
Institutional & Family Asset Management
Colorado
$5.79M +$21.2K +134 +0.4%