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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 %
WPC
2001
White Pine Capital
Minnesota
$2.29M +$38.2K +241 +2%
MSFS
2002
Main Street Financial Solutions
Pennsylvania
$2.29M +$48K +303 +2%
GI
2003
GS Investments
Minnesota
$2.29M +$9.5K +60 +0.4%
CIM
2004
Chapman Investment Management
California
$2.28M +$119K +750 +5%
JIP
2005
JBJ Investment Partners
South Carolina
$2.28M -$544K -3,438 -19%
NCM
2006
Neumann Capital Management
California
$2.28M -$47.5K -300 -2%
APF
2007
Alaska Permanent Fund
Alaska
$2.27M
PFM
2008
Phillips Financial Management
Indiana
$2.27M +$475 +3 +0%
PBO
2009
Peoples Bank (Ohio)
Ohio
$2.26M -$5.38K -34 -0.2%
SFG
2010
Summit Financial Group
West Virginia
$2.26M -$209K -1,319 -8%
PWPS
2011
Pinnacle Wealth Planning Services
Ohio
$2.26M -$102K -647 -4%
MWM
2012
Mattern Wealth Management
Kansas
$2.25M -$15.2K -96 -0.7%
DI
2013
DAGCO Inc
Ohio
$2.25M +$4.44K +28 +0.2%
TFA
2014
Teamwork Financial Advisors
Texas
$2.25M +$284K +1,794 +14%
VCAM
2015
Van Cleef Asset Management
Ohio
$2.24M +$56.4K +356 +3%
SWA
2016
SFMG Wealth Advisors
Texas
$2.24M +$39K +246 +2%
CA
2017
Corrado Advisors
New Jersey
$2.24M +$19.2K +121 +0.9%
AFS
2018
Axiom Financial Strategies
Indiana
$2.23M +$17.6K +111 +0.8%
SCP
2019
Sandhill Capital Partners
New York
$2.23M -$298K -1,879 -12%
OL
2020
Optas LLC
Texas
$2.21M
HCM
2021
Highview Capital Management
Illinois
$2.2M +$2.2M +13,871 New
CWM
2022
Connecticut Wealth Management
Connecticut
$2.19M -$619K -3,911 -22%
MPPLM
2023
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.19M +$32.6K +206 +2%
AWC
2024
Abundance Wealth Counselors
Pennsylvania
$2.19M +$51.3K +324 +2%
BMC
2025
Benin Management Corp
Connecticut
$2.19M