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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 %
ECU
1526
Eisler Capital (UK)
United Kingdom
$4.3M +$2.24M +14,160 +109%
9WM
1527
9258 Wealth Management
Ohio
$4.29M +$206K +1,299 +5%
LJAC
1528
L.J. Altfest & Co
New York
$4.29M -$14.1K -89 -0.3%
AB
1529
Atlas Brown
Kentucky
$4.29M +$64K +404 +2%
AWS
1530
AJ Wealth Strategies
New York
$4.28M -$6M -37,914 -58%
MSAM
1531
Moloney Securities Asset Management
Missouri
$4.28M -$105K -664 -2%
HCM
1532
Hall Capital Management
Rhode Island
$4.28M -$115K -728 -3%
TSS
1533
Two Sigma Securities
New York
$4.27M +$3.89M +24,593 +1,026%
GEA
1534
Glen Eagle Advisors
New Jersey
$4.26M +$310K +1,957 +8%
PMG
1535
ProVise Management Group
Florida
$4.26M +$17.9K +113 +0.4%
AW
1536
Apricus Wealth
South Carolina
$4.25M +$4.25M +26,864 New
GWM
1537
GSB Wealth Management
Connecticut
$4.25M +$583K +3,682 +16%
ZCI
1538
Zevenbergen Capital Investments
Washington
$4.24M +$321K +2,025 +8%
SIAP
1539
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.21M -$11.1K -70 -0.3%
HA
1540
Herold Advisors
New York
$4.21M +$48K +303 +1%
AP
1541
Americana Partners
Texas
$4.19M -$27.6K -174 -0.7%
SIAG
1542
Signet Investment Advisory Group
Rhode Island
$4.19M +$73.2K +462 +2%
SIC
1543
Shoker Investment Counsel
Ohio
$4.19M +$9.98K +63 +0.2%
SW
1544
SkyOak Wealth
Michigan
$4.19M +$7.13K +45 +0.2%
BAM
1545
Bosun Asset Management
Illinois
$4.18M +$4.18M +26,422 New
ECML
1546
Eagle Capital Management (Louisiana)
Louisiana
$4.18M +$135K +855 +3%
MC
1547
Mathes Company
New York
$4.18M -$95.8K -605 -2%
JIP
1548
Jaffetilchin Investment Partners
Florida
$4.18M +$167K +1,056 +4%
IBOK
1549
Independence Bank of Kentucky
Kentucky
$4.16M -$52.6K -332 -1%
LTI
1550
Laffer Tengler Investments
Tennessee
$4.15M +$43.4K +274 +1%