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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 %
TPWM
1851
Twelve Points Wealth Management
Massachusetts
$2.83M +$2.83M +17,886 New
HNWAG
1852
High Net Worth Advisory Group
Florida
$2.83M +$2.83M +17,844 New
SCM
1853
Seascape Capital Management
New Hampshire
$2.82M +$135K +854 +5%
RMAM
1854
Raab & Moskowitz Asset Management
New Jersey
$2.82M -$3.64K -23 -0.1%
IIC
1855
Ironwood Investment Counsel
Arizona
$2.82M +$50.2K +317 +2%
FPIS
1856
Financial Planning & Information Services
Wisconsin
$2.81M -$22.5K -142 -0.8%
FFA
1857
Fragasso Financial Advisors
Pennsylvania
$2.81M -$164K -1,037 -6%
TNA
1858
True North Advisors
Texas
$2.8M +$389K +2,455 +16%
KFI
1859
Key Financial Inc
Pennsylvania
$2.8M +$20.4K +129 +0.7%
T
1860
TCWP
Ohio
$2.8M +$2.8M +17,682 New
NL
1861
NVWM LLC
Pennsylvania
$2.8M +$7.13K +45 +0.3%
MC
1862
Martin & Co
Tennessee
$2.8M -$21.5K -136 -0.8%
FCAG
1863
First Capital Advisors Group
New Jersey
$2.8M +$2.8M +17,650 New
ATWA
1864
Arbor Trust Wealth Advisors
Michigan
$2.79M -$3.96K -25 -0.1%
MWA
1865
Moser Wealth Advisors
Washington
$2.78M -$55.4K -350 -2%
APIM
1866
Agate Pass Investment Management
Washington
$2.78M +$2.78M +17,567 New
FSCM
1867
Front Street Capital Management
Montana
$2.78M +$8.71K +55 +0.3%
EHC
1868
Everett Harris & Co
California
$2.77M -$76K -480 -3%
VCM
1869
Vivaldi Capital Management
Illinois
$2.77M -$46.7K -295 -2%
DAC
1870
Dividend Assets Capital
South Carolina
$2.77M +$1.43M +9,004 +106%
IC
1871
Inscription Capital
Texas
$2.77M +$153K +968 +6%
Edgewood Management
1872
Edgewood Management
Connecticut
$2.77M
CFFP
1873
Center for Financial Planning
Michigan
$2.76M +$25.5K +161 +0.9%
FI
1874
Fosun International
China
$2.76M +$2.13M +13,450 +340%
STA
1875
Summit Trail Advisors
New York
$2.76M +$447K +2,823 +19%