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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 %
AMIM
1776
Aull & Monroe Investment Management
Alabama
$3.16M -$40.7K -257 -1%
AA
1777
Argent Advisors
Louisiana
$3.16M -$6.02K -38 -0.2%
WP
1778
WMS Partners
Maryland
$3.16M +$19.9K +126 +0.6%
IIC
1779
Integrated Investment Consultants
Michigan
$3.16M -$120K -759 -4%
HIP
1780
HUB Investment Partners
Texas
$3.16M -$518K -3,274 -14%
EA
1781
Eclectic Associates
California
$3.15M +$23.1K +146 +0.7%
WA
1782
Wambolt & Associates
Colorado
$3.15M +$64.9K +410 +2%
EWM
1783
EPG Wealth Management
Georgia
$3.15M +$613K +3,868 +24%
PFSC
1784
Peoples Financial Services Corp
Pennsylvania
$3.15M +$51.5K +325 +2%
HWIS
1785
Hancock Whitney Investment Services
Louisiana
$3.13M +$3.13M +19,718 New
AFP
1786
Ausdal Financial Partners
Iowa
$3.13M +$1.1M +6,963 +54%
HIC
1787
Harvey Investment Company
Kentucky
$3.11M
SIM
1788
Studio Investment Management
Illinois
$3.11M -$158K -1,000 -5%
RCWM
1789
Royal Capital Wealth Management
Indiana
$3.1M +$3.1M +19,601 New
IP
1790
Intellectus Partners
California
$3.09M -$197K -1,245 -6%
SWMP
1791
Signature Wealth Management Partners
New Jersey
$3.09M +$317 +2 +0%
DBIA
1792
Dumont & Blake Investment Advisors
New Jersey
$3.09M -$23.4K -148 -0.8%
BWL
1793
Bogart Wealth LLC
Virginia
$3.07M +$356K +2,248 +13%
AIC
1794
Archer Investment Corporation
Indiana
$3.07M +$35.6K +225 +1%
QCM
1795
Quest Capital Management
Texas
$3.07M +$69.7K +440 +2%
CT
1796
Coastline Trust
Rhode Island
$3.06M +$4.75K +30 +0.2%
HCM
1797
Hollencrest Capital Management
California
$3.06M +$3.01K +19 +0.1%
GSEP
1798
Golden State Equity Partners
California
$3.06M +$12.8K +81 +0.4%
CCM
1799
Condor Capital Management
New Jersey
$3.05M +$49.6K +313 +2%
AF
1800
Aldebaran Financial
$3.05M +$88.5K +559 +3%