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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 %
CL
1926
Choreo LLC
Illinois
$2.54M +$364K +2,301 +17%
WA
1927
WBH Advisory
Maryland
$2.54M +$10.9K +69 +0.4%
ZIG
1928
Zullo Investment Group
Pennsylvania
$2.53M +$2.53M +15,965 New
OSIA
1929
O'Shares Investment Advisers
Massachusetts
$2.53M +$183K +1,155 +8%
CBFP
1930
Cedar Brook Financial Partners
Ohio
$2.52M +$21.1K +133 +0.8%
SIM
1931
Sterling Investment Management
Arizona
$2.52M -$26.9K -170 -1%
AIM
1932
Aigen Investment Management
New York
$2.52M +$2.52M +15,772 New
GA
1933
GFS Advisors
Texas
$2.51M +$181K +1,145 +8%
AA
1934
Altman Advisors
Illinois
$2.51M +$1.4M +9,663 +126%
DTC
1935
Davidson Trust Company
Washington
$2.51M -$28.5K -180 -1%
SSA
1936
Schonfeld Strategic Advisors
New York
$2.51M -$4.16M -26,288 -62%
GGHC
1937
Gilder Gagnon Howe & Co
New York
$2.51M -$5.7K -36 -0.2%
AWM
1938
Aberdeen Wealth Management
Illinois
$2.5M -$80.8K -510 -3%
SWM
1939
Sugarloaf Wealth Management
Georgia
$2.5M +$151K +952 +6%
IF
1940
Ironwood Financial
Arizona
$2.5M -$1.9K -12 -0.1%
OAM
1941
Oak Asset Management
California
$2.5M +$35.6K +225 +1%
PWMG
1942
Pinnacle Wealth Management Group
Michigan
$2.49M +$52.9K +334 +2%
BCM
1943
Birmingham Capital Management
Alabama
$2.49M -$19.8K -125 -0.8%
SW
1944
StrongBox Wealth
Missouri
$2.49M +$251K +1,585 +11%
BSA
1945
Bull Street Advisors
Georgia
$2.49M -$40.7K -257 -2%
BWM
1946
BCGM Wealth Management
Indiana
$2.49M +$62.1K +392 +3%
AG
1947
AIA Group
Hong Kong
$2.48M +$625K +3,946 +34%
MIM
1948
Moseley Investment Management
Florida
$2.48M -$25K -158 -1%
MPCG
1949
Matrix Private Capital Group
New York
$2.48M +$39.4K +249 +2%
DAM
1950
Delta Asset Management
Tennessee
$2.48M -$7.92K -50 -0.3%