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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 %
HZ
1501
Hixon Zuercher
Ohio
$4.44M +$193K +1,220 +5%
AWE
1502
Avidian Wealth Enterprises
Texas
$4.42M +$766K +4,837 +21%
ATI
1503
Act Two Investors
California
$4.41M -$9.66K -61 -0.2%
ACG
1504
Allen Capital Group
Nebraska
$4.41M -$40.5K -256 -0.9%
P
1505
Pitcairn
Pennsylvania
$4.41M -$77.3K -488 -2%
TIA
1506
Tiemann Investment Advisors
California
$4.41M -$6.18K -39 -0.1%
GWM
1507
GDS Wealth Management
Texas
$4.4M +$4.4M +27,809 New
HI
1508
Hudock Inc
Pennsylvania
$4.4M -$48.4K -306 -1%
ZIG
1509
Zurich Insurance Group
Switzerland
$4.4M
UBG
1510
United Bank (Georgia)
Georgia
$4.39M +$105K +666 +2%
BBA
1511
Baader Bank Aktiengesellschaft
Germany
$4.39M +$4.39M +27,725 New
RA
1512
RFG Advisory
Alabama
$4.39M +$205K +1,292 +5%
NFG
1513
Next Financial Group
Texas
$4.36M +$47.2K +298 +1%
OPS
1514
Orion Portfolio Solutions
Nebraska
$4.36M +$349K +2,202 +9%
LSV Asset Management
1515
LSV Asset Management
Illinois
$4.36M -$5.65M -35,660 -56%
B
1516
Barings
North Carolina
$4.35M +$420K +2,652 +11%
EC
1517
Enhancing Capital
Pennsylvania
$4.35M +$4.35M +27,490 New
HKIM
1518
Hayek Kallen Investment Management
Alabama
$4.35M +$688K +4,345 +19%
TI
1519
tru Independence
Oregon
$4.34M -$42.9K -271 -1%
AG
1520
Ascent Group
Virginia
$4.34M +$4.34M +29,891 New
HH
1521
Hilltop Holdings
Texas
$4.32M +$376K +2,372 +10%
CNBTD
1522
Citizens National Bank Trust Department
Mississippi
$4.32M -$3.19M -20,165 -43%
DLG
1523
Daniel L. Goodwin
$4.31M -$50.7K -320 -1%
ANRIA
1524
American National Registered Investment Advisor
Texas
$4.31M -$633 -4 -0%
AF
1525
Allworth Financial
California
$4.3M +$241K +1,524 +6%