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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 %
GD
1326
Grandfield & Dodd
New York
$5.57M +$29.5K +186 +0.5%
CWM
1327
Chemistry Wealth Management
New York
$5.57M +$5.57M +35,160 New
NLP
1328
Next Level Private
New York
$5.57M +$5.57M +35,160 New
ET
1329
Equitable Trust
Tennessee
$5.56M +$495K +3,125 +10%
MFG
1330
MidWestOne Financial Group
Iowa
$5.55M -$24.7K -156 -0.4%
EGA
1331
E&G Advisors
Texas
$5.54M -$23.8K -150 -0.4%
VWA
1332
V Wealth Advisors
Kansas
$5.53M -$119K -750 -2%
AIA
1333
Affinity Investment Advisors
California
$5.51M -$45.4K -287 -0.8%
CCM
1334
Coerente Capital Management
Ontario, Canada
$5.51M -$31.7K -200 -0.6%
LFDLE
1335
La Financiere de L'Echiquier
France
$5.5M -$1.16M -7,300 -17%
WANY
1336
Wealthspire Advisors (New York)
New York
$5.5M -$981K -6,194 -15%
HL
1337
HeadInvest LLC
Maine
$5.49M +$28.3K +179 +0.5%
PWMAG
1338
Pinnacle Wealth Management Advisory Group
New Jersey
$5.49M +$1.19M +7,526 +28%
PJSIMP
1339
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.48M +$38.5K +259 +0.7%
EIM
1340
Essex Investment Management
Massachusetts
$5.47M -$3.64K -23 -0.1%
CT
1341
Chicago Trust
Illinois
$5.47M +$200K +1,262 +4%
IWM
1342
IHT Wealth Management
Illinois
$5.45M +$219K +1,386 +4%
FC
1343
Forte Capital
New York
$5.44M +$180K +1,134 +3%
CAM
1344
Chou Associates Management
Ontario, Canada
$5.43M
HI
1345
Harbour Investments
Wisconsin
$5.42M -$5.02M -31,715 -48%
JAG
1346
Journey Advisory Group
Kentucky
$5.42M +$443K +2,798 +9%
DHFB
1347
Dixon Hubard Feinour & Brown
Virginia
$5.39M +$4.29M +27,121 +393%
QCG
1348
Quadrant Capital Group
Ohio
$5.38M +$1.26M +7,955 +31%
AW
1349
ACG Wealth
Georgia
$5.37M -$755K -4,771 -12%
CWS
1350
Confluence Wealth Services
Pennsylvania
$5.36M +$5.36M +33,865 New