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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 %
LWMM
2051
Legacy Wealth Management (Mississippi)
Mississippi
$2.1M +$4.91K +31 +0.2%
SFG
2052
Steward Financial Group
Texas
$2.09M +$2.09M +13,218 New
GWM
2053
Greenwich Wealth Management
Connecticut
$2.09M +$27.5K +174 +1%
WAM
2054
Weatherly Asset Management
California
$2.09M -$15.8K -100 -0.8%
TAM
2055
Trillium Asset Management
Massachusetts
$2.08M +$186K +1,173 +10%
SFM
2056
Soros Fund Management
New York
$2.07M -$15.7M -99,181 -88%
PAM
2057
Premier Asset Management
Illinois
$2.07M -$533K -3,364 -20%
OLVIG
2058
Oliver Lagore Vanvalin Investment Group
Michigan
$2.07M +$2.07M +13,060 New
SWM
2059
Sculati Wealth Management
Michigan
$2.07M -$29.5K -186 -1%
CCC
2060
Crescent Capital Consulting
Louisiana
$2.06M +$374K +2,362 +22%
BAM
2061
Byrne Asset Management
New Jersey
$2.05M +$2.05M +12,946 New
PMFA
2062
Plante Moran Financial Advisors
Michigan
$2.05M -$27.1K -171 -1%
HIC
2063
Hartline Investment Corp
Illinois
$2.05M +$7.92K +50 +0.4%
DMKJ
2064
David M. Knott Jr
$2.05M +$2.05M +12,920 New
FWP
2065
Falcon Wealth Planning
California
$2.04M -$721K -4,552 -26%
SPWM
2066
Schrum Private Wealth Management
Florida
$2.03M +$2.03M +12,850 New
AIP
2067
Ahrens Investment Partners
Louisiana
$2.03M +$60.2K +380 +3%
EWM
2068
Empirical Wealth Management
Washington
$2.03M +$505K +3,189 +33%
KA
2069
KLCM Advisors
Wisconsin
$2.03M +$10.9K +69 +0.5%
AFC
2070
AFT Forsyth & Company
Florida
$2.03M -$123K -777 -6%
FCA
2071
FinTrust Capital Advisors
South Carolina
$2.03M -$112K -710 -5%
6M
2072
6 Meridian
Kansas
$2.02M -$22.5K -142 -1%
IDBONY
2073
Israel Discount Bank of New York
New York
$2.02M -$91.8K -580 -4%
SB
2074
Sunflower Bank
Texas
$2.02M -$6.49K -41 -0.3%
RCA
2075
Ranch Capital Advisors
Florida
$2.01M -$5.38K -34 -0.3%