JPM icon

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 %
FANJ
1901
Financial Architects (New Jersey)
New Jersey
$2.62M +$42K +265 +2%
RA
1902
Rational Advisors
New York
$2.62M +$597K +3,769 +29%
CFA
1903
Compass Financial Advisors
Indiana
$2.62M +$2.62M +16,547 New
FAM
1904
Fulcrum Asset Management
United Kingdom
$2.62M -$2.62M
MCM
1905
Manchester Capital Management
Vermont
$2.61M -$1.14M -7,185 -30%
IFWM
1906
Institute for Wealth Management
Colorado
$2.6M -$6.49K -41 -0.2%
KF
1907
Krilogy Financial
Missouri
$2.6M -$9.82K -62 -0.4%
FMB
1908
Field & Main Bank
Kentucky
$2.6M +$14.3K +90 +0.6%
PWA
1909
Providence Wealth Advisors
Illinois
$2.6M -$8.37K -50 -0.3%
RF
1910
Rollins Financial
Georgia
$2.59M +$2.59M +16,362 New
RDFA
1911
Ritter Daniher Financial Advisory
Ohio
$2.59M +$69K +436 +3%
Fiera Capital (Canada)
1912
Fiera Capital (Canada)
Quebec, Canada
$2.58M -$681K -4,299 -21%
GA
1913
Greytown Advisors
Florida
$2.57M +$25.2K +159 +1%
Fuller & Thaler Asset Management
1914
Fuller & Thaler Asset Management
California
$2.57M -$380K -2,400 -13%
OCM
1915
Orleans Capital Management
Louisiana
$2.57M +$31.5K +199 +1%
RIA
1916
Realta Investment Advisors
Delaware
$2.57M +$90.4K +571 +4%
GPFA
1917
Game Plan Financial Advisors
Ohio
$2.57M +$79.2K +500 +3%
RWM
1918
RKL Wealth Management
Pennsylvania
$2.56M +$3.01K +19 +0.1%
BLC
1919
Brown, Lisle/Cummings
Rhode Island
$2.55M +$2.55M +16,128 New
ACM
1920
Alta Capital Management
Utah
$2.55M +$137K +866 +6%
CWM
1921
Cornerstone Wealth Management
Missouri
$2.55M +$149K +940 +6%
GKWIM
1922
Gerber Kawasaki Wealth & Investment Management
California
$2.55M +$2.54M +16,017 +16,684%
RFA
1923
Resurgent Financial Advisors
Georgia
$2.55M +$2.55M +16,107 New
CAM
1924
Covenant Asset Management
New Jersey
$2.55M +$19.8K +125 +0.8%
JE
1925
JMAC Enterprises
Pennsylvania
$2.55M +$2.55M +16,377 New