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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 %
LRPA
1601
L. Roy Papp & Associates
Arizona
$3.98M +$950 +6 +0%
LDB
1602
Lee, Danner & Bass
Tennessee
$3.96M +$245K +1,545 +7%
SLT
1603
St Louis Trust
Missouri
$3.96M +$1.16M +7,297 +41%
SF
1604
Summit Financial
New Jersey
$3.95M +$822K +5,190 +26%
CNFG
1605
Creegan & Nassoura Financial Group
New Hampshire
$3.95M -$7.76K -49 -0.2%
FWM
1606
Fairhaven Wealth Management
Illinois
$3.95M +$30.2K +191 +0.8%
MCM
1607
MV Capital Management
Maryland
$3.95M +$229K +1,448 +6%
MCC
1608
Malaga Cove Capital
California
$3.94M -$12.5K -79 -0.3%
BRM
1609
Boston Research & Management
Massachusetts
$3.94M +$2.38K +15 +0.1%
VIA
1610
Vident Investment Advisory
Georgia
$3.94M +$727K +4,591 +23%
MFC
1611
Mechanics Financial Corp
Ohio
$3.93M +$3.93M +24,800 New
AL
1612
Aspiriant LLC
California
$3.92M +$114K +722 +3%
MWM
1613
Minot Wealth Management
Massachusetts
$3.92M +$706K +4,457 +22%
GBT
1614
Grove Bank & Trust
Florida
$3.91M +$199K +1,258 +5%
SCI
1615
S&CO Inc
Massachusetts
$3.9M +$158K +1,000 +4%
WAS
1616
Winch Advisory Services
Wisconsin
$3.9M +$17.4K +110 +0.4%
BL
1617
Balentine LLC
Georgia
$3.88M +$759K +4,791 +24%
UWM
1618
Udine Wealth Management
Florida
$3.86M +$3.86M +24,379 New
PRWA
1619
Platte River Wealth Advisors
Colorado
$3.85M +$47.6K +284 +1%
EFSCE
1620
Enterprise Financial Services Corp (EFSC)
Missouri
$3.84M -$4.33M -27,369 -53%
CSPIA
1621
Cary Street Partners Investment Advisory
Virginia
$3.83M +$649K +4,096 +20%
VA
1622
Valmark Advisers
Ohio
$3.83M +$269K +1,701 +8%
HA
1623
Harbor Advisors
Florida
$3.82M
TB
1624
Terril Brothers
Missouri
$3.82M -$60.3K -381 -2%
RAM
1625
Roanoke Asset Management
New Jersey
$3.81M -$26K -164 -0.7%