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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 %
BMA
1801
Brooks Moore & Associates
Tennessee
$3.04M -$15.8K -100 -0.5%
BFA
1802
Beaumont Financial Advisors
Massachusetts
$3.03M -$39.1K -247 -1%
ODG
1803
O'Dell Group
Ohio
$3.03M +$8.87K +56 +0.3%
NCA
1804
New Century Advisors
Maryland
$3.03M +$3.03M +19,125 New
LRWA
1805
Long Run Wealth Advisors
New York
$3.02M +$3.02M +18,997 New
TCM
1806
Tandem Capital Management
New Jersey
$3.02M +$268K +1,691 +10%
CWA
1807
Clarity Wealth Advisors
California
$3.02M +$302K +1,908 +11%
WA
1808
WP Advisors
California
$3.01M -$64K -404 -2%
PCG
1809
Prosperity Consulting Group
Maryland
$3.01M +$3.01M +20,099 New
HDIM
1810
Hanson & Doremus Investment Management
Vermont
$3M -$6.02K -38 -0.2%
MIM
1811
Miller Investment Management
Pennsylvania
$3M
LFA
1812
Landmark Financial Advisors
Kentucky
$3M +$2.22K +14 +0.1%
VNA
1813
Valley National Advisers
Pennsylvania
$2.99M -$56.5K -357 -2%
DA
1814
Dillon & Associates
Michigan
$2.99M +$18.6K +118 +0.6%
HIC
1815
Holderness Investments Company
North Carolina
$2.99M +$15.7K +99 +0.5%
AIM
1816
Acropolis Investment Management
Missouri
$2.98M +$75.2K +475 +3%
SCA
1817
Strategic Capital Advisers
Colorado
$2.97M +$161K +1,019 +6%
OWA
1818
Octavia Wealth Advisors
Ohio
$2.97M +$189K +1,191 +7%
GPTE
1819
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.96M +$2.96M +18,708 New
RCM
1820
RB Capital Management
Nevada
$2.95M -$12.2K -77 -0.4%
GPA
1821
Guerra Pan Advisors
New Jersey
$2.93M +$2.93M +18,523 New
CAC
1822
Certified Advisory Corp
Florida
$2.93M +$28.5K +180 +1%
BA
1823
Birinyi Associates
Connecticut
$2.93M +$744K +4,700 +34%
GWM
1824
Graybill Wealth Management
Illinois
$2.93M +$25.5K +161 +0.9%
S
1825
Seeyond
France
$2.92M -$32.1K -203 -1%