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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 %
NAMP
1726
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.37M +$31.7K +200 +0.9%
AC
1727
Asio Capital
Kentucky
$3.37M +$175K +1,108 +5%
LAIC
1728
Lederer & Associates Investment Counsel
California
$3.36M +$5.7K +36 +0.2%
CCA
1729
Cobblestone Capital Advisors
New York
$3.35M -$26.1K -165 -0.8%
LHC
1730
Little House Capital
Massachusetts
$3.35M +$3.8K +24 +0.1%
ED
1731
Exane Derivatives
France
$3.34M +$399K +2,517 +14%
CA
1732
CoreCap Advisors
Michigan
$3.33M +$3.33M +21,004 New
CWP
1733
CFM Wealth Partners
Texas
$3.32M +$547K +3,380 +20%
ECM
1734
Elgethun Capital Management
South Dakota
$3.32M +$13K +80 +0.4%
SVCF
1735
Silicon Valley Community Foundation
California
$3.31M +$3.31M +20,905 New
PPWP
1736
Proquility Private Wealth Partners
Nevada
$3.31M -$140K -896 -4%
SAMT
1737
Select Asset Management & Trust
Pennsylvania
$3.31M -$566K -3,577 -15%
ACP
1738
Ashfield Capital Partners
California
$3.3M +$3.17K +20 +0.1%
CA
1739
Cornerstone Advisory
Maryland
$3.3M +$152K +961 +5%
RP
1740
Rowlandmiller & Partners
Georgia
$3.29M +$875K +5,527 +36%
ATC
1741
Adirondack Trust Company
New York
$3.29M -$47.7K -301 -1%
APG
1742
Abacus Planning Group
South Carolina
$3.28M +$81.9K +517 +3%
SIG
1743
Sargent Investment Group
Maryland
$3.28M +$139K +875 +4%
KS
1744
Karpas Strategies
Connecticut
$3.28M +$882K +5,570 +37%
SG
1745
Stonnington Group
California
$3.28M +$1.07M +6,369 +48%
IA
1746
IFG Advisory
Georgia
$3.27M +$88.3K +558 +3%
AMG
1747
Advisors Management Group
Wisconsin
$3.27M -$32.5K -205 -1%
CFCI
1748
Comprehensive Financial Consultants Institutional
Indiana
$3.26M +$3.26M +22,016 New
YIA
1749
YHB Investment Advisors
Connecticut
$3.25M +$100K +634 +3%
MCM
1750
McMillion Capital Management
North Carolina
$3.25M -$32K -202 -1%