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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 %
NME
1976
Notis-McConarty Edward
$2.38M -$3.17K -20 -0.1%
MAM
1977
Mastrapasqua Asset Management
Tennessee
$2.38M +$318K +2,010 +15%
WA
1978
Wealth Alliance
New York
$2.38M -$8.71K -55 -0.4%
TP
1979
Tranquility Partners
Tennessee
$2.37M -$121K -767 -5%
MWM
1980
Midwest Wealth Management
Indiana
$2.37M +$99.1K +626 +4%
WCM
1981
Washington Capital Management
Washington
$2.37M -$237K -1,495 -9%
WCM
1982
Weik Capital Management
Pennsylvania
$2.37M -$2.38K -15 -0.1%
LC
1983
LCNB Corp
Ohio
$2.36M +$126K +795 +6%
GG
1984
Gleason Group
Kentucky
$2.36M +$13.8K +87 +0.6%
WWM
1985
Wolff Wiese Magana
California
$2.36M +$123K +775 +5%
SWM
1986
Selective Wealth Management
Virginia
$2.36M -$96.8K -611 -4%
TWA
1987
TCI Wealth Advisors
Arizona
$2.35M -$138K -872 -6%
BWM
1988
Bulltick Wealth Management
Florida
$2.35M -$158 -1 -0%
AIC
1989
Ayalon Insurance Company
Israel
$2.35M +$20.3K +128 +0.9%
LCAM
1990
London & Capital Asset Management
United Kingdom
$2.32M -$64.3K -406 -3%
HC
1991
Hendley & Co
Ohio
$2.32M +$15.8K +100 +0.7%
FWP
1992
FAS Wealth Partners
Kansas
$2.32M +$349K +2,206 +18%
4WM
1993
44 Wealth Management
Oregon
$2.32M -$210K -1,325 -8%
1WA
1994
180 Wealth Advisors
Washington
$2.32M -$37.9K -261 -2%
LA
1995
Lindenwold Advisors
Pennsylvania
$2.32M +$2.32M +14,634 New
HCM
1996
HGI Capital Management
New York
$2.31M -$515K -3,251 -18%
WHC
1997
Wulff, Hansen & Co
California
$2.31M +$2.31M +14,585 New
BFO
1998
Biltmore Family Office
North Carolina
$2.3M +$587K +3,707 +34%
ACMA
1999
Arbor Capital Management (Alaska)
Alaska
$2.3M +$2.3M +14,517 New
AFS
2000
Access Financial Services
Minnesota
$2.3M +$22.6K +143 +1%