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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 %
BL
1451
Bleichroeder LP
New York
$4.75M
AF
1452
Ally Financial
Michigan
$4.75M +$4.75M +30,000 New
MFS
1453
Monetta Financial Services
Illinois
$4.75M
CL
1454
CSS LLC
Illinois
$4.75M +$4.75M +30,000 New
SSWM
1455
Sheets Smith Wealth Management
North Carolina
$4.74M +$23.3K +147 +0.5%
BW
1456
Bison Wealth
Georgia
$4.72M -$99.5K -628 -2%
BS
1457
Bessemer Securities
New York
$4.72M +$768K +4,847 +19%
ANB
1458
Amarillo National Bank
Texas
$4.71M +$5.07K +32 +0.1%
CPC
1459
Congress Park Capital
New York
$4.71M -$18.1K -114 -0.4%
SACTSONJ
1460
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.7M
BDS
1461
Banco de Sabadell
Florida
$4.69M +$1.55M +9,800 +49%
CS
1462
Comerica Securities
Michigan
$4.68M +$112K +709 +2%
KPW
1463
Kore Private Wealth
New York
$4.68M -$886K -5,595 -16%
CCM
1464
Carderock Capital Management
Maryland
$4.67M +$437K +2,760 +10%
VCM
1465
Violich Capital Management
California
$4.66M +$68.1K +430 +1%
NC
1466
NewSquare Capital
Pennsylvania
$4.66M +$450K +2,840 +11%
EBT
1467
Enterprise Bank & Trust
Massachusetts
$4.65M +$19.6K +124 +0.4%
RSS
1468
Rosenblum Silverman Sutton
California
$4.65M -$41.2K -260 -0.9%
CST
1469
Charles Schwab Trust
Nevada
$4.65M +$206K +1,298 +5%
PA
1470
Procyon Advisors
Connecticut
$4.63M +$381K +2,404 +9%
HPWM
1471
High Pines Wealth Management
Massachusetts
$4.62M -$295K -1,860 -6%
LG
1472
Leuthold Group
Minnesota
$4.61M -$82.3K -520 -2%
TBNY
1473
Trustco Bank (New York)
New York
$4.61M -$39.6K -250 -0.9%
LI
1474
Lafayette Investments
Maryland
$4.6M +$16.3K +103 +0.4%
SMI
1475
Shelter Mutual Insurance
Missouri
$4.59M