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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 %
JSC
1426
Jackson Square Capital
California
$4.88M -$18.5K -117 -0.4%
WE
1427
Wealth Effects
Massachusetts
$4.87M +$4.87M +30,780 New
ST
1428
Smithfield Trust
Pennsylvania
$4.86M -$160K -1,011 -3%
CCT
1429
Country Club Trust
Missouri
$4.86M -$9.67K -61 -0.2%
TPWA
1430
TRUE Private Wealth Advisors
Oregon
$4.85M +$115K +726 +2%
CPO
1431
Cerity Partners OCIO
New York
$4.84M +$209K +1,319 +5%
SCM
1432
SOL Capital Management
Maryland
$4.83M -$26.9K -170 -0.6%
TPM
1433
Triasima Portfolio Management
Quebec, Canada
$4.83M +$52.3K +330 +1%
BTWM
1434
Baker Tilly Wealth Management
Wisconsin
$4.82M +$338K +2,136 +8%
GLA
1435
Good Life Advisors
Pennsylvania
$4.82M -$22.2K -140 -0.5%
IAMOG
1436
Investors Asset Management of Georgia
Georgia
$4.82M -$6.34K -40 -0.1%
EL
1437
Essex LLC
Illinois
$4.82M +$159K +1,006 +3%
MFW
1438
Meristem Family Wealth
Minnesota
$4.81M +$19.3K +122 +0.4%
MW
1439
Marcum Wealth
Ohio
$4.81M +$118K +745 +3%
SA
1440
SRN Advisors
Pennsylvania
$4.81M -$175K -1,103 -4%
CCM
1441
Canal Capital Management
Virginia
$4.8M +$387K +2,445 +9%
WLPWM
1442
Walled Lake Planning & Wealth Management
Illinois
$4.8M +$883K +5,575 +23%
RIM
1443
Reliant Investment Management
Tennessee
$4.8M +$155K +980 +3%
MIM
1444
MTM Investment Management
South Carolina
$4.79M +$79.7K +503 +2%
AGAM
1445
Audent Global Asset Management
California
$4.77M +$4.77M +30,104 New
5L
1446
55I LLC
Massachusetts
$4.76M +$299K +1,888 +7%
SWIG
1447
Strategic Wealth Investment Group
Kentucky
$4.76M +$768K +4,847 +19%
ZIG
1448
Zuckerman Investment Group
Illinois
$4.76M +$53.8K +340 +1%
CF
1449
CNA Financial
Illinois
$4.75M -$396K -2,500 -8%
AH
1450
Allen Holding
New York
$4.75M