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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 %
FCA
1651
FLC Capital Advisors
California
$3.67M -$47.5K -300 -1%
SOAMC
1652
Spirit of America Management Corp
New York
$3.66M
NPA
1653
Nichols & Pratt Advisers
Massachusetts
$3.66M +$7.92K +50 +0.2%
NB
1654
Nicolet Bankshares
Wisconsin
$3.66M +$213K +1,348 +6%
FCFC
1655
First Commonwealth Financial Corp
Pennsylvania
$3.66M -$17.7K -112 -0.5%
FF
1656
FourThought Financial
Florida
$3.66M -$189K -1,196 -5%
CAG
1657
Csenge Advisory Group
Florida
$3.66M -$150K -956 -4%
SWA
1658
SOA Wealth Advisors
New York
$3.66M -$19.5K -123 -0.5%
ITIM
1659
Indiana Trust & Investment Management
Indiana
$3.66M -$59.4K -375 -2%
CH
1660
Canton Hathaway
Rhode Island
$3.65M +$105K +664 +3%
MCWS
1661
McKinley Carter Wealth Services
West Virginia
$3.65M +$92.6K +585 +3%
KA
1662
Kovack Advisors
Florida
$3.64M -$174K -1,096 -5%
UHC
1663
Union Heritage Capital
Michigan
$3.64M
WP
1664
WealthSource Partners
California
$3.64M +$122K +773 +3%
AIC
1665
Argus Investors Counsel
New York
$3.64M +$1.1M +6,954 +43%
NCM
1666
NCM Capital Management
New Jersey
$3.63M +$3.63M +22,928 New
UIA
1667
UBP Investment Advisors
Switzerland
$3.63M +$401K +2,532 +12%
RCAG
1668
Rehmann Capital Advisory Group
Michigan
$3.63M -$20.3K -128 -0.6%
STC
1669
Sarah T. Connolly
$3.63M +$1.14M +7,231 +46%
HAC
1670
Harbor Advisory Corp
New Hampshire
$3.62M +$31.7K +200 +0.9%
AIP
1671
Almanack Investment Partners
Pennsylvania
$3.61M +$169K +1,070 +5%
BCFS
1672
Butensky & Cohen Financial Security
Florida
$3.6M -$35.9K -227 -1%
OPPTF
1673
OPSEU Pension Plan Trust Fund
Ontario, Canada
$3.6M +$245K +1,476 +7%
SWM
1674
Scissortail Wealth Management
Oklahoma
$3.59M +$3.59M +22,677 New
BFC
1675
Blue Fin Capital
Rhode Island
$3.59M +$22K +139 +0.6%