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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 %
SC
1751
Sawyer & Company
Massachusetts
$3.25M -$7.44K -47 -0.2%
MA
1752
Modus Advisors
Minnesota
$3.25M -$158K -997 -5%
SG
1753
StoneX Group
New York
$3.25M +$780K +4,926 +32%
WP
1754
WealthShield Partners
North Carolina
$3.25M +$1.08M +6,848 +50%
NAG
1755
Northstar Advisory Group
New Jersey
$3.23M +$3.23M +20,421 New
FPB
1756
First PREMIER Bank
South Dakota
$3.22M +$3.17K +20 +0.1%
OF
1757
Outfitter Financial
Maine
$3.22M +$3.17K +20 +0.1%
IIA
1758
IPG Investment Advisors
California
$3.22M +$903K +5,702 +39%
NPP
1759
New Potomac Partners
Maryland
$3.21M -$161K -1,015 -5%
EN1L
1760
Engine No 1 LLC
California
$3.21M +$657K +4,149 +26%
CIP
1761
Convergence Investment Partners
Florida
$3.2M -$109K -691 -3%
KTC
1762
Kistler-Tiffany Companies
Pennsylvania
$3.2M +$86.3K +545 +3%
QPWM
1763
Quadrant Private Wealth Management
Pennsylvania
$3.2M +$48.3K +305 +2%
CB
1764
CNB Bank
Pennsylvania
$3.2M -$96.8K -611 -3%
SIA
1765
Soltis Investment Advisors
Utah
$3.19M +$187K +1,178 +6%
HCM
1766
Hudson Capital Management
New Jersey
$3.19M -$29.9K -189 -0.9%
BCA
1767
Bay Colony Advisors
Massachusetts
$3.19M -$70.8K -447 -2%
CIA
1768
Cohen Investment Advisors
New Hampshire
$3.19M -$15.7K -99 -0.5%
PCM
1769
Passive Capital Management
Maryland
$3.19M +$3.19M +20,117 New
CCFM
1770
Clear Creek Financial Management
Washington
$3.18M -$74K -467 -2%
GFS
1771
GYL Financial Synergies
Connecticut
$3.18M +$524K +3,309 +20%
OC
1772
Oarsman Capital
Wisconsin
$3.18M -$129K -812 -4%
FI
1773
Fractal Investments
Connecticut
$3.18M +$3.18M +20,089 New
TNAM
1774
Terra Nova Asset Management
New York
$3.17M -$28.5K -180 -0.9%
CCI
1775
Credit Capital Investments
New Jersey
$3.17M