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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 %
TNBTD
1401
Trustmark National Bank Trust Department
Mississippi
$5.03M +$317K +1,999 +7%
JWCA
1402
J.W. Cole Advisors
Florida
$5.02M +$27.7K +175 +0.6%
AFM
1403
Andesa Financial Management
Pennsylvania
$5.02M +$96.3K +608 +2%
AAM
1404
Aureus Asset Management
Massachusetts
$5.02M +$97.2K +614 +2%
WA
1405
Wasatch Advisors
Utah
$5.01M +$79.2K +500 +2%
WBC
1406
West Branch Capital
Massachusetts
$5.01M +$164K +1,038 +3%
SA
1407
SRH Advisors
Kansas
$4.99M +$633 +4 +0%
PAM
1408
Pegasus Asset Management
New York
$4.98M +$74.9K +473 +2%
CNC
1409
Citizens & Northern Corp
Pennsylvania
$4.97M -$64.5K -407 -1%
MA
1410
McBroom & Associates
Nevada
$4.97M +$4.97M +31,397 New
SS
1411
Sunbelt Securities
Texas
$4.97M -$495K -3,177 -9%
KCPG
1412
Kavar Capital Partners Group
Kansas
$4.96M +$171K +1,083 +4%
HI
1413
Horizon Investments
North Carolina
$4.96M +$383K +2,432 +8%
MPIA
1414
Mountain Pacific Investment Advisers
Idaho
$4.95M -$15K -95 -0.3%
MMM
1415
Mendel Money Management
Illinois
$4.95M -$53.5K -338 -1%
AC
1416
Addison Capital
Pennsylvania
$4.95M +$246K +1,551 +5%
BFA
1417
Bill Few Associates
Pennsylvania
$4.95M +$4.95M +31,252 New
WWM
1418
Western Wealth Management
Colorado
$4.94M +$4.94M +31,158 New
LFA
1419
Lauterbach Financial Advisors
Texas
$4.94M +$4.94M +31,180 New
BFC
1420
Bedel Financial Consulting
Indiana
$4.93M -$529K -3,340 -10%
GWMIA
1421
Global Wealth Management Investment Advisory
Florida
$4.93M +$85.2K +538 +2%
TFS
1422
TrustCore Financial Services
Tennessee
$4.93M +$101K +639 +2%
HIS
1423
Horizon Investment Services
Indiana
$4.93M +$70.3K +444 +1%
SCM
1424
Salem Capital Management
Massachusetts
$4.92M -$40.9K -258 -0.8%
CIP
1425
Capital Insight Partners
Arizona
$4.92M +$67.3K +425 +1%