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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 %
TL
1301
Tradewinds LLC
North Carolina
$5.78M +$5.78M +33,986 New
MLIC
1302
Mandatum Life Insurance Company
Finland
$5.78M
MAM
1303
Martingale Asset Management
Massachusetts
$5.78M +$5.78M +36,490 New
NB
1304
Northwest Bancshares
Pennsylvania
$5.78M -$178K -1,122 -3%
BCPWM
1305
Bradley & Co Private Wealth Management
Florida
$5.77M +$189K +1,192 +3%
BCM
1306
Buckhead Capital Management
Georgia
$5.76M -$544K -3,433 -9%
ANI
1307
American National Insurance
Texas
$5.76M -$40.8M -257,866 -88%
YWP
1308
YorkBridge Wealth Partners
New York
$5.73M -$82.7K -522 -1%
JCM
1309
Jacobi Capital Management
Pennsylvania
$5.73M +$222K +1,404 +4%
SFA
1310
Souders Financial Advisors
Ohio
$5.73M +$352K +2,223 +7%
VMPIC
1311
Varma Mutual Pension Insurance Co
Finland
$5.72M
CIC
1312
Cornercap Investment Counsel
Georgia
$5.71M +$988K +6,239 +21%
BPM
1313
Bowling Portfolio Management
Ohio
$5.71M -$115K -727 -2%
APP
1314
Avantax Planning Partners
Iowa
$5.69M +$201K +1,271 +4%
BA
1315
Baugh & Associates
Georgia
$5.66M -$3.17K -20 -0.1%
SFS
1316
Strategic Financial Services
New York
$5.66M -$227K -1,434 -4%
CIM
1317
Contravisory Investment Management
Massachusetts
$5.65M +$164K +1,033 +3%
PCA
1318
Providence Capital Advisors
North Carolina
$5.65M -$3.23M -20,383 -36%
Aristotle Capital Management
1319
Aristotle Capital Management
California
$5.63M -$1.17M -7,398 -17%
CGL
1320
Clarius Group LLC
Washington
$5.63M +$169K +1,069 +3%
NWM
1321
NEIRG Wealth Management
Massachusetts
$5.63M +$5.63M +35,559 New
SFA
1322
Source Financial Advisors
New York
$5.63M -$202K -1,276 -3%
Arrowstreet Capital
1323
Arrowstreet Capital
Massachusetts
$5.6M +$5.6M +35,391 New
COI
1324
Connable Office Inc
Michigan
$5.6M -$209K -1,319 -4%
LFA
1325
Legacy Financial Advisors
Kentucky
$5.6M +$91.4K +577 +2%