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JPMorgan Chase
JPM

Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$786M
2
GQG Partners
GQG Partners
Florida
+$646M
3
Renaissance Technologies
Renaissance Technologies
New York
+$497M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$392M
5
State Street
State Street
Massachusetts
+$361M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.29B
2
Lazard Asset Management
Lazard Asset Management
New York
-$525M
3
UBS AM
UBS AM
Illinois
-$466M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$443M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$297M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEC
1951
Blue Edge Capital
Virginia
$2.48M -$58.9K -372 -2%
GSWM
1952
Golden State Wealth Management
California
$2.47M +$291K +1,840 +13%
LIA
1953
LS Investment Advisors
Michigan
$2.47M -$673K -4,252 -21%
HPCM
1954
High Pointe Capital Management
Illinois
$2.47M +$286K +1,807 +13%
BAS
1955
Brown Advisory Securities
Maryland
$2.46M -$3.32M -20,969 -57%
PCMN
1956
Paradigm Capital Management (Nevada)
Nevada
$2.46M +$2.46M +15,514 New
WWM
1957
Westwood Wealth Management
California
$2.45M +$2.45M +15,492 New
KFGK
1958
Keystone Financial Group (Kentucky)
Kentucky
$2.45M -$420K -2,656 -15%
FFG
1959
Fortem Financial Group
California
$2.44M +$22.6K +143 +0.9%
BCFD
1960
Boit C.F. David
$2.43M – – –
LNWTC
1961
Laird Norton Wetherby Trust Company
Washington
$2.43M +$363K +2,292 +18%
KWA
1962
KCS Wealth Advisory
California
$2.42M -$51.1K -323 -2%
QI
1963
Qtron Investments
Massachusetts
$2.42M – – –
FCCM
1964
First City Capital Management
Georgia
$2.42M +$52.9K +347 +2%
OHWP
1965
Oak Harbor Wealth Partners
North Carolina
$2.42M +$2.42M +15,277 New
MCA
1966
MSH Capital Advisors
Arizona
$2.42M +$2.42M +15,271 New
HH
1967
HWG Holdings
Texas
$2.42M +$2.42M +15,262 New
GFP
1968
Gryphon Financial Partners
Ohio
$2.41M +$307K +1,935 +15%
TC
1969
Titleist Capital
Texas
$2.41M +$2.41M +15,212 New
PIG
1970
Pantheon Investment Group
California
$2.41M +$8.09K +51 +0.3%
CA
1971
Continental Advisors
Utah
$2.4M -$238K -1,500 -9%
IF
1972
Intrua Financial
Texas
$2.39M -$192K -1,210 -7%
WWM
1973
Windsor Wealth Management
Indiana
$2.39M +$72K +429 +3%
MCCP
1974
Mission Creek Capital Partners
California
$2.39M +$156K +982 +7%
BFA
1975
Brendel Financial Advisors
New Hampshire
$2.39M +$12.5K +79 +0.5%
77 78
79
80 81