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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 %
BOS
1626
Bank of Stockton
California
$3.81M -$633 -4 -0%
WR
1627
WD Rutherford
Oregon
$3.81M -$42.8K -270 -1%
LC
1628
Lindbrook Capital
California
$3.8M +$2.94M +18,561 +340%
XSC
1629
X-Square Capital
Puerto Rico
$3.8M -$208K -1,316 -5%
HWA
1630
HCR Wealth Advisors
California
$3.8M -$24.7K -156 -0.6%
MIP
1631
Marietta Investment Partners
Wisconsin
$3.78M +$39.6K +250 +1%
GCA
1632
Gradient Capital Advisors
California
$3.78M +$81.7K +516 +2%
AFA
1633
AllGen Financial Advisors
Florida
$3.77M +$272K +1,719 +8%
SW
1634
SlateStone Wealth
Florida
$3.76M +$111K +701 +3%
MWM
1635
Mission Wealth Management
California
$3.76M +$834K +5,266 +28%
PTP
1636
Platform Technology Partners
New York
$3.76M +$35.8K +226 +1%
GCM
1637
Gables Capital Management
Florida
$3.76M -$15.8K -100 -0.4%
BCM
1638
Blume Capital Management
California
$3.76M -$64.3K -406 -2%
PCA
1639
Peddock Capital Advisors
Massachusetts
$3.75M +$18K +114 +0.5%
HVP
1640
Hudson Value Partners
Florida
$3.73M -$112K -705 -3%
JWCA
1641
J.W. Coons Advisors
Ohio
$3.71M -$268K -1,691 -7%
EWM
1642
Evermay Wealth Management
Virginia
$3.71M -$21.9K -138 -0.6%
RWA
1643
Roberts Wealth Advisors
California
$3.71M -$84.1K -520 -2%
SWA
1644
Sutton Wealth Advisors
Florida
$3.71M +$131K +826 +4%
AIM
1645
Aspen Investment Management
Michigan
$3.7M +$14.1K +89 +0.4%
VanEck Associates
1646
VanEck Associates
New York
$3.68M -$533K -3,367 -13%
WOC
1647
West Oak Capital
California
$3.68M -$197K -1,245 -5%
RFN
1648
RDA Financial Network
Iowa
$3.67M -$33.4K -211 -0.9%
NDSI
1649
Newman Dignan & Sheerar Inc
Rhode Island
$3.67M +$33.3K +210 +0.9%
AFA
1650
Abacus FCF Advisors
Florida
$3.67M -$428K -2,701 -10%