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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 %
JFA
1551
Johanson Financial Advisors
California
$4.15M -$68.1K -430 -2%
CPA
1552
Capital Planning Advisors
California
$4.14M +$128K +809 +3%
CT
1553
Clearstead Trust
Maine
$4.14M +$18.7K +118 +0.5%
HNW
1554
High Note Wealth
Minnesota
$4.14M +$71K +448 +2%
SSI
1555
Scott & Selber Inc
Texas
$4.13M -$4.43K -28 -0.1%
CAIMH
1556
Central Asset Investments & Management Holdings
Hong Kong
$4.13M -$1.16M -7,300 -22%
VNIM
1557
Vaughan Nelson Investment Management
Texas
$4.13M -$169K -1,065 -4%
CWM
1558
Cordatus Wealth Management
Pennsylvania
$4.12M +$725K +4,577 +21%
TA
1559
Tiedemann Advisors
New York
$4.12M -$158 -1 -0%
MSA
1560
Marino Stram & Associates
Massachusetts
$4.12M +$53K +335 +1%
EML
1561
Eos Management LP
New York
$4.12M
BL
1562
BFSG LLC
California
$4.12M +$285K +1,798 +7%
B
1563
Brightworth
Georgia
$4.12M +$753K +4,755 +22%
PWS
1564
Peterson Wealth Services
Utah
$4.11M +$4.11M +25,960 New
HCM
1565
Hengehold Capital Management
Ohio
$4.11M -$26.8K -169 -0.6%
PGWM
1566
Parisi Gray Wealth Management
New Jersey
$4.11M +$20.3K +128 +0.5%
CA
1567
Claro Advisors
Massachusetts
$4.1M +$120K +757 +3%
MGP
1568
Metis Global Partners
California
$4.1M +$4.1M +25,882 New
PHS
1569
Pekin Hardy Strauss
Illinois
$4.1M +$142K +899 +4%
PFO
1570
Pathstone Family Office
New Jersey
$4.1M +$217K +1,368 +6%
CWA
1571
Canvas Wealth Advisors
Kansas
$4.1M +$16K +101 +0.4%
IAS
1572
IMA Advisory Services
Colorado
$4.09M +$160K +1,008 +4%
JC
1573
JB Capital
Connecticut
$4.09M -$387K -2,446 -9%
AFA
1574
Arlington Financial Advisors
California
$4.09M -$108K -685 -3%
FBFS
1575
First Business Financial Services
Wisconsin
$4.09M +$93.1K +588 +2%