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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 %
ZB
1876
Zions Bancorporation
Utah
$2.76M +$88.4K +558 +3%
ORC
1877
O'Rourke & Company
Massachusetts
$2.75M +$2.75M +17,385 New
QCM
1878
Quantinno Capital Management
New York
$2.74M +$2.74M +17,303 New
IAS
1879
Investment Advisory Services
Texas
$2.74M -$84.1K -531 -3%
CIM
1880
Cambria Investment Management
California
$2.74M +$279K +1,760 +11%
APC
1881
Aristotle Pacific Capital
California
$2.73M +$2.73M +17,264 New
ADBIC
1882
A.D. Beadell Investment Counsel
Wisconsin
$2.73M -$111K -700 -4%
BWA
1883
Blodgett Wealth Advisors
California
$2.73M +$2.73M +17,235 New
RCIM
1884
Red Cedar Investment Management
Michigan
$2.73M
EI
1885
Ethic Inc
New York
$2.72M +$175K +1,106 +7%
SCM
1886
Spreng Capital Management
Ohio
$2.72M -$79.3K -501 -3%
BFA
1887
Benedict Financial Advisors
Georgia
$2.72M +$8.87K +56 +0.3%
EL
1888
EMFO LLC
Florida
$2.71M
HCM
1889
Hodges Capital Management
Texas
$2.71M -$35.9K -227 -1%
WAM
1890
WealthTrust Asset Management
Florida
$2.71M +$65.6K +414 +2%
GKFF
1891
George Kaiser Family Foundation
Oklahoma
$2.69M
PPW
1892
Pinnacle Private Wealth
Massachusetts
$2.68M +$2.68M +16,935 New
SDWIA
1893
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.68M +$249K +1,571 +10%
OIA
1894
Optimum Investment Advisors
Illinois
$2.67M +$16.3K +103 +0.6%
TLCM
1895
Twin Lakes Capital Management
California
$2.66M +$7.13K +45 +0.3%
AWM
1896
Aries Wealth Management
Maine
$2.66M -$25.5K -161 -0.9%
WA
1897
WESPAC Advisors
California
$2.66M -$416K -2,629 -14%
MCA
1898
Magnolia Capital Advisors
Mississippi
$2.64M -$196K -1,235 -7%
GIM
1899
Guardian Investment Management
California
$2.64M
WPW
1900
Warther Private Wealth
Ohio
$2.63M +$203K +1,256 +8%