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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 %
TA
1376
TFG Advisers
Michigan
$5.17M -$65.2K -412 -1%
UAM
1377
Unison Asset Management
Florida
$5.17M
TAM
1378
Townsend Asset Management
North Carolina
$5.16M +$82.2K +519 +2%
HPIA
1379
Hamilton Point Investment Advisors
North Carolina
$5.16M +$190K +1,197 +4%
TPA
1380
Trivium Point Advisory
Connecticut
$5.14M +$193K +1,217 +4%
RIA
1381
Regal Investment Advisors
Michigan
$5.14M -$298K -1,881 -5%
MCM
1382
Monarch Capital Management
Indiana
$5.14M +$74.6K +471 +1%
ECM
1383
Exchange Capital Management
Michigan
$5.11M +$8.23K +52 +0.2%
PG
1384
Patten Group
Tennessee
$5.1M +$81.1K +512 +2%
DPIM
1385
Duff & Phelps Investment Management
Illinois
$5.1M +$24.5K +155 +0.5%
RSWM
1386
Robertson Stephens Wealth Management
California
$5.1M +$1.98M +12,518 +64%
BBWA
1387
Bell & Brown Wealth Advisors
California
$5.09M +$198K +1,263 +4%
CF
1388
Concorde Financial
Texas
$5.09M +$5.09M +30,559 New
DCM
1389
Delta Capital Management
New Jersey
$5.07M +$6.33K +40 +0.1%
FPFS
1390
First Personal Financial Services
North Carolina
$5.07M +$205K +1,297 +4%
AWM
1391
Avior Wealth Management
Nebraska
$5.07M +$168K +1,061 +3%
BO
1392
Bank OZK
Arkansas
$5.06M +$7.13K +45 +0.1%
LC
1393
Lincoln Capital
Nebraska
$5.05M -$792 -5 -0%
LWM
1394
Laidlaw Wealth Management
New York
$5.05M +$585K +3,691 +13%
SWP
1395
Strategic Wealth Partners
Ohio
$5.04M +$315K +1,987 +7%
FIB
1396
First Interstate Bank
Montana
$5.04M +$5.38K +34 +0.1%
AIM
1397
AHL Investment Management
Florida
$5.04M +$5.04M +31,805 New
PSP
1398
Principal Street Partners
Tennessee
$5.04M -$76.2K -481 -1%
BOPW
1399
Brandywine Oak Private Wealth
Pennsylvania
$5.03M -$181K -1,131 -3%
TSWM
1400
Triangle Securities Wealth Management
North Carolina
$5.03M -$40.4K -255 -0.8%