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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 %
WAP
1701
Wealthcare Advisory Partners
Pennsylvania
$3.48M -$159K -1,007 -4%
AIA
1702
Armor Investment Advisors
North Carolina
$3.47M +$33.4K +211 +1%
FUBT
1703
First United Bank & Trust
Maryland
$3.46M -$29.3K -185 -0.8%
FMTCOCP
1704
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.46M +$17.4K +110 +0.5%
IRAG
1705
Investment Research & Advisory Group
Georgia
$3.45M -$119K -752 -3%
SP
1706
SWS Partners
Ohio
$3.45M +$646K +4,082 +23%
WG
1707
Winton Group
United Kingdom
$3.45M +$2.87M +18,120 +491%
APWM
1708
Atlas Private Wealth Management
New York
$3.45M +$410K +2,589 +13%
CWM
1709
C2C Wealth Management
Arizona
$3.45M +$3.45M +21,759 New
ESB
1710
Essex Savings Bank
Connecticut
$3.44M -$3.01K -19 -0.1%
SSW
1711
Stone Summit Wealth
Florida
$3.44M +$3.44M +21,697 New
PP
1712
Pacifica Partners
Canada
$3.44M -$3.34K -20 -0.1%
WPA
1713
Winning Points Advisors
Florida
$3.43M +$117K +1,045 +4%
AWM
1714
Affinity Wealth Management
Delaware
$3.43M +$240K +1,596 +8%
BBA
1715
Braun-Bostich & Associates
Pennsylvania
$3.43M +$3.43M +22,847 New
NWM
1716
Northcape Wealth Management
New York
$3.42M +$3.42M +21,618 New
GDP
1717
Great Diamond Partners
Maine
$3.42M +$83.3K +526 +2%
AWA
1718
Arete Wealth Advisors
Illinois
$3.42M +$324K +2,006 +10%
DA
1719
Doliver Advisors
Texas
$3.4M +$385K +2,526 +13%
PCM
1720
Poehling Capital Management
Wisconsin
$3.4M -$32K -202 -0.9%
CPA
1721
Court Place Advisors
Maryland
$3.4M
AW
1722
Alaethes Wealth
Nevada
$3.4M +$258K +1,628 +8%
WWA
1723
WC Walker & Associates
California
$3.4M +$74.2K +470 +2%
PP
1724
Pegasus Partners
Wisconsin
$3.39M -$1.23M -7,769 -27%
PWA
1725
Phoenix Wealth Advisors
North Carolina
$3.38M +$191K +1,208 +6%