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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 %
PP
1576
PDS Planning
Ohio
$4.08M -$20.6K -130 -0.5%
CWM
1577
Chesapeake Wealth Management
Virginia
$4.08M +$2.85K +18 +0.1%
MVA
1578
Mount Vernon Associates
Maryland
$4.08M -$27.7K -175 -0.7%
NIM
1579
Nicollet Investment Management
Minnesota
$4.07M -$80.8K -510 -2%
AIS
1580
AM Investment Strategies
Tennessee
$4.07M +$25.7K +162 +0.6%
CBA
1581
Coastal Bridge Advisors
Connecticut
$4.07M +$332K +2,098 +9%
CFMC
1582
Curbstone Financial Management Corp
New Hampshire
$4.07M +$85.8K +542 +2%
YIH
1583
Y-Intercept (HK)
Hong Kong
$4.07M -$185K -1,169 -4%
FAP
1584
Financial Advisory Partners
Florida
$4.06M +$4.06M +25,631 New
CAAS
1585
Capital Asset Advisory Services
Michigan
$4.06M -$107K -677 -3%
FCMT
1586
Founders Capital Management (Texas)
Texas
$4.05M -$109K -686 -3%
CFGS
1587
Concourse Financial Group Securities
Alabama
$4.04M -$236K -1,488 -6%
FBT
1588
First Bankers Trust
Kentucky
$4.04M +$94.7K +598 +2%
NL
1589
NWAM LLC
Washington
$4.03M +$293K +1,847 +8%
BC
1590
Burney Company
Virginia
$4.03M -$44.2K -279 -1%
RCA
1591
Resonant Capital Advisors
Wisconsin
$4.03M +$269K +1,697 +7%
MPM
1592
MBB Public Markets
Illinois
$4.02M +$4.02M +25,373 New
MF
1593
Magnetar Financial
Illinois
$4.02M +$4.02M +25,367 New
SFG
1594
StrategIQ Financial Group
Indiana
$4.02M +$1.33M +8,394 +49%
AIM
1595
Anchor Investment Management
South Carolina
$4.01M +$298K +1,884 +8%
MFG
1596
Magnus Financial Group
New York
$4.01M +$387K +2,441 +11%
MFA
1597
Mayflower Financial Advisors
Massachusetts
$4.01M +$6.65K +42 +0.2%
DA
1598
Duality Advisers
Florida
$4.01M +$4.01M +25,323 New
BHB
1599
Bank Hapoalim BM
Israel
$3.99M -$351K -2,218 -8%
AWA
1600
Arkadios Wealth Advisors
Georgia
$3.99M +$324K +2,044 +9%