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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 %
IWA
2076
IBEX Wealth Advisors
New Jersey
$2.01M +$240K +1,514 +14%
MTIC
2077
Missouri Trust & Investment Company
Missouri
$2.01M +$2.01M +12,691 New
BCAM
2078
Boston Common Asset Management
Massachusetts
$2M +$77.8K +491 +4%
AAM
2079
Arabesque Asset Management
United Kingdom
$2M +$388K +2,450 +24%
HFG
2080
Heron Financial Group
New York
$2M -$133K -883 -6%
LOIM
2081
Liberty One Investment Management
Illinois
$2M +$50.2K +317 +3%
NHC
2082
Nicholas Hoffman & Company
Georgia
$1.99M +$75.7K +478 +4%
OAM
2083
Occidental Asset Management
California
$1.99M +$120K +758 +6%
DG
2084
Doman Group
New York
$1.99M +$1.99M +12,578 New
KLWA
2085
Kelly Lawrence W & Associates
California
$1.99M -$156K -983 -7%
ARMT
2086
Amica Retiree Medical Trust
Rhode Island
$1.99M
Verition Fund Management
2087
Verition Fund Management
Connecticut
$1.98M +$1.54M +9,725 +351%
CRCM
2088
Crystal Rock Capital Management
Illinois
$1.96M
CCG
2089
Chatham Capital Group
Georgia
$1.96M -$79.2K -500 -4%
MSU
2090
Mizuho Securities USA
New York
$1.96M -$193K -1,218 -9%
QC
2091
Quent Capital
New York
$1.96M +$1.96M +12,352 New
RCG
2092
Regatta Capital Group
California
$1.96M +$1.96M +12,354 New
PIA
2093
Perennial Investment Advisors
California
$1.95M -$2.53K -16 -0.1%
DFA
2094
Delta Financial Advisors
Louisiana
$1.95M +$21.5K +136 +1%
IIL
2095
Insight Inv LLC
California
$1.95M +$1.95M +12,292 New
PCM
2096
Pointe Capital Management
Michigan
$1.94M
WCM
2097
Windsor Capital Management
Arizona
$1.94M +$1.43K +9 +0.1%
BHBT
2098
Burke & Herbert Bank & Trust
Virginia
$1.94M +$309K +1,950 +19%
PFM
2099
Patton Fund Management
Texas
$1.93M +$1.93M +12,203 New
CPIA
2100
Cornell Pochily Investment Advisors
New York
$1.93M -$1.58K -10 -0.1%