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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 %
CWMU
2026
Caliber Wealth Management (Utah)
Utah
$2.19M +$455K +2,879 +26%
JWM
2027
Jeppson Wealth Management
California
$2.18M +$13.5K +85 +0.6%
REMPR
2028
Roof Eidam Maycock Peralta (REMP)
California
$2.18M -$11.6K -73 -0.5%
AR
2029
Advisory Research
Illinois
$2.17M -$17.2M -108,954 -89%
AI
2030
Accredited Investors
Minnesota
$2.16M -$21.4K -135 -1%
MI
2031
Markston International
New York
$2.16M -$399K -2,522 -16%
TAIM
2032
TD Ameritrade Investment Management
Nebraska
$2.16M +$20.7K +131 +1%
HFP
2033
Holistic Financial Partners
Indiana
$2.15M -$37.4K -236 -2%
CAM
2034
CenterStar Asset Management
Illinois
$2.14M
GAM
2035
Grandview Asset Management
Pennsylvania
$2.14M +$522K +3,300 +32%
Grantham, Mayo, Van Otterloo & Co (GMO)
2036
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.14M +$174K +1,100 +9%
HCCM
2037
Hudson Canyon Capital Management
New York
$2.14M -$102K -642 -5%
EWA
2038
EverSource Wealth Advisors
Alabama
$2.14M +$2.14M +13,479 New
FIM
2039
Freedom Investment Management
Connecticut
$2.13M -$47.2K -298 -2%
BEI
2040
Benjamin Edwards Inc
Missouri
$2.13M +$1.35M +8,536 +173%
BCM
2041
Brooktree Capital Management
Michigan
$2.13M -$30.1K -190 -1%
AFS
2042
Aft Forsyth & Sober
Florida
$2.13M
TWI
2043
Thomas White International
Illinois
$2.13M
ACS
2044
Archford Capital Strategies
Illinois
$2.13M +$86.3K +545 +4%
HCM
2045
Highlander Capital Management
New Jersey
$2.12M -$36.7K -232 -2%
TRIA
2046
Trail Ridge Investment Advisors
Colorado
$2.12M +$2.12M +13,381 New
6F
2047
626 Financial
Michigan
$2.12M +$2.12M +13,384 New
PH
2048
Pinnacle Holdings
Oklahoma
$2.11M +$4.43K +28 +0.2%
CIM
2049
CIM Investment Management
Pennsylvania
$2.11M -$41.5K -262 -2%
PCP
2050
Proficio Capital Partners
Massachusetts
$2.11M +$13.3K +84 +0.6%