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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 %
HCA
1351
Horan Capital Advisors
Ohio
$5.36M +$143K +901 +3%
RWM
1352
Ritholtz Wealth Management
New York
$5.35M +$558K +3,526 +12%
OIM
1353
Opus Investment Management
Massachusetts
$5.34M
BZWA
1354
Blue Zone Wealth Advisors
California
$5.33M +$49.9K +315 +0.9%
SP
1355
Symmetry Partners
Connecticut
$5.32M -$735K -4,643 -12%
MC
1356
MRJ Capital
New York
$5.31M -$376K -2,374 -7%
TFS
1357
Thoroughbred Financial Services
Tennessee
$5.3M +$389K +2,457 +8%
FLI
1358
Family Legacy Inc
South Carolina
$5.29M +$103K +617 +2%
MMPW
1359
Mitchell McLeod Pugh & Williams
Alabama
$5.29M +$75.5K +477 +1%
EWA
1360
Exencial Wealth Advisors
Oklahoma
$5.28M -$1.32M -8,344 -20%
NAM
1361
NTV Asset Management
West Virginia
$5.26M -$15.2K -96 -0.3%
TW
1362
TrinityPoint Wealth
Connecticut
$5.26M -$49.3K -311 -0.9%
FC
1363
Fusion Capital
South Carolina
$5.25M +$243K +1,536 +5%
MMG
1364
Monetary Management Group
Missouri
$5.24M +$170K +1,075 +3%
GAG
1365
GM Advisory Group
New York
$5.24M +$118K +746 +2%
PB
1366
Pinnacle Bancorp
Nebraska
$5.24M +$1.67M +10,542 +47%
SWM
1367
SeaCrest Wealth Management
New York
$5.22M -$63K -398 -1%
BJL
1368
Brighton Jones LLC
Washington
$5.22M +$343K +2,165 +7%
MM
1369
Meridian Management
Arkansas
$5.21M +$40.2K +254 +0.8%
SFI
1370
SPC Financial Inc
Maryland
$5.21M +$36.6K +231 +0.7%
SCM
1371
Silvant Capital Management
Georgia
$5.2M -$271K -1,714 -5%
KWM
1372
Keebeck Wealth Management
Illinois
$5.2M +$216K +1,364 +4%
WCA
1373
Westover Capital Advisors
Delaware
$5.19M -$188K -1,186 -3%
SIM
1374
Sentry Investment Management
Wisconsin
$5.19M
BP
1375
BBR Partners
New York
$5.18M +$118K +743 +2%