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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 %
HP
1476
Highlander Partners
Texas
$4.59M +$4.59M +29,000 New
JSMC
1477
Jess S. Morgan & Co
California
$4.59M +$40.4K +255 +0.9%
TAM
1478
Trust Asset Management
Texas
$4.58M
SAM
1479
Secure Asset Management
Michigan
$4.56M +$1.39M +8,770 +44%
RWM
1480
RBA Wealth Management
California
$4.54M +$4.54M +28,665 New
NP
1481
NorthRock Partners
Minnesota
$4.54M +$432K +2,727 +11%
BCM
1482
Brookmont Capital Management
Texas
$4.53M -$200K -1,262 -4%
SB
1483
Strategic Blueprint
Georgia
$4.53M +$1.42M +8,987 +46%
AHIA
1484
Andrew Hill Investment Advisors
Florida
$4.53M +$4.53M +28,608 New
WC
1485
Weil Company
California
$4.52M -$485K -3,063 -10%
LOAMS
1486
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.52M +$209K +1,317 +5%
SFFS
1487
Stonehage Fleming Financial Services
Jersey
$4.51M +$5.7K +36 +0.1%
AM
1488
Account Management
Massachusetts
$4.51M +$4.51M +28,477 New
ARC
1489
Advisor Resource Council
Texas
$4.5M +$2.52M +15,922 +127%
CG
1490
Caprock Group
Idaho
$4.5M -$426K -2,691 -9%
OPA
1491
Old Port Advisors
Maine
$4.5M -$65.7K -397 -1%
FHA
1492
Flagship Harbor Advisors
Massachusetts
$4.49M +$496K +3,134 +12%
TMAM
1493
Tokio Marine Asset Management
Japan
$4.49M +$249K +1,575 +6%
VIG
1494
Vienna Insurance Group
Poland
$4.48M -$1.37M -8,680 -23%
NF
1495
Nikulski Financial
Iowa
$4.46M +$60K +379 +1%
AAS
1496
Ameritas Advisory Services
Nebraska
$4.46M +$4.46M +28,181 New
SIA
1497
SeaBridge Investment Advisors
New Jersey
$4.46M -$486K -3,066 -10%
SEC
1498
Seven Eight Capital
New York
$4.46M +$4.46M +28,167 New
CIAS
1499
Capital Investment Advisory Services
North Carolina
$4.45M +$126K +795 +3%
JSL
1500
JT Stratford LLC
Georgia
$4.45M +$85.4K +539 +2%