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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 %
LCM
1676
Liberty Capital Management
Michigan
$3.59M -$127K -805 -3%
BDF
1677
Balasa Dinverno & Foltz
$3.59M -$76.6K -484 -2%
CWAG
1678
Compton Wealth Advisory Group
Virginia
$3.58M +$58.1K +367 +2%
EW
1679
Evoke Wealth
California
$3.58M +$115K +724 +3%
PSB
1680
Piscataqua Savings Bank
New Hampshire
$3.57M -$10.4K -66 -0.3%
NSB
1681
Norway Savings Bank
Maine
$3.57M -$55.7K -352 -2%
PIP
1682
Peachtree Investment Partners
Florida
$3.57M +$450K +2,842 +14%
CSPAM
1683
Cary Street Partners Asset Management
Virginia
$3.56M -$294K -1,854 -8%
SAM
1684
Sabadell Asset Management
Spain
$3.55M +$302K +1,798 +9%
CT
1685
Columbia Trust
Oregon
$3.54M
MFG
1686
Merit Financial Group
Georgia
$3.54M +$57.3K +362 +2%
FFA
1687
Founders Financial Alliance
North Carolina
$3.53M +$83.3K +526 +2%
WCM
1688
Wunderlich Capital Managemnt
Tennessee
$3.53M -$35K -221 -1%
DTL
1689
Dynamic Technology Lab
Singapore
$3.53M +$3.53M +22,265 New
MAM
1690
Mystic Asset Management
Rhode Island
$3.52M +$3.52M +22,246 New
PBC
1691
Pavion Blue Capital
California
$3.52M -$12K -76 -0.3%
HWA
1692
Heritage Way Advisors
Illinois
$3.52M -$35.3K -223 -1%
IAIM
1693
International Assets Investment Management
Florida
$3.51M -$5.69M -35,910 -62%
CAN
1694
Claraphi Advisory Network
United States
$3.51M -$26.6K -168 -0.8%
BMC
1695
Beaton Management Company
Massachusetts
$3.5M -$26.8K -169 -0.8%
BFM
1696
Boston Financial Management
Massachusetts
$3.49M +$49.7K +314 +1%
LCM
1697
Leisure Capital Management
California
$3.49M +$19K +120 +0.5%
V
1698
VeraBank
Texas
$3.48M +$88.7K +560 +3%
SMA
1699
Sage Mountain Advisors
Georgia
$3.48M +$382K +2,415 +12%
IP
1700
Investment Partners
Ohio
$3.48M +$115K +729 +3%