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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 %
LFP
1826
Leeward Financial Partners
Washington
$2.91M +$2.91M +18,378 New
AssetMark Inc
1827
AssetMark Inc
California
$2.91M +$1.95M +12,287 +203%
SCI
1828
Stableford Capital II
Arizona
$2.9M +$173K +1,196 +6%
VBCG
1829
Valley Brook Capital Group
Pennsylvania
$2.9M +$11.1K +70 +0.4%
HFBOT
1830
Home Federal Bank of Tennessee
Tennessee
$2.89M -$21.4K -135 -0.7%
DMBA
1831
Deseret Mutual Benefit Administrators
Utah
$2.89M
AGP
1832
Autumn Glory Partners
Texas
$2.89M +$2.89M +18,272 New
WWM
1833
WT Wealth Management
Arizona
$2.89M +$563K +3,554 +24%
FAIM
1834
Financial Advocates Investment Management
Washington
$2.88M +$113K +716 +4%
EGM
1835
Engineers Gate Manager
New York
$2.88M +$2.88M +18,196 New
BCM
1836
Boltwood Capital Management
California
$2.87M -$20.6K -130 -0.7%
SMC
1837
Smith, Moore & Co
Missouri
$2.87M +$44.2K +279 +2%
IWA
1838
Intercontinental Wealth Advisors
Texas
$2.87M +$80.1K +506 +3%
JG
1839
Jefferies Group
New York
$2.86M -$232K -1,462 -7%
SIA
1840
Sage Investment Advisers
New York
$2.86M +$2.86M +18,081 New
SIA
1841
SkyView Investment Advisors
New Jersey
$2.86M +$65.4K +413 +2%
CIC
1842
Chilton Investment Company
Connecticut
$2.86M +$133K +843 +5%
CCG
1843
Ceeto Capital Group
Florida
$2.85M +$950 +6 +0%
EHWM
1844
Eads & Heald Wealth Management
Georgia
$2.85M -$10.1K -64 -0.4%
BC
1845
Burleson & Co
California
$2.85M +$792 +5 +0%
PFBT
1846
Parkside Financial Bank & Trust
Missouri
$2.85M +$513K +3,238 +22%
WPA
1847
West Paces Advisors
Georgia
$2.85M +$87.3K +551 +3%
GC
1848
GFG Capital
Florida
$2.85M +$48.6K +307 +2%
TLP
1849
Trinity Legacy Partners
Texas
$2.84M +$241K +1,522 +9%
OWP
1850
Obermeyer Wealth Partners
Colorado
$2.84M +$197K +1,245 +7%