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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 %
FDS
2101
First Dallas Securities
Texas
$1.93M
SXL
2102
Summit X LLC
Missouri
$1.93M +$21.2K +134 +1%
WI
2103
WrapManager Inc
California
$1.92M +$27.5K +174 +1%
BST
2104
Bath Savings Trust
Maine
$1.92M +$14.6K +92 +0.8%
CA
2105
Continuum Advisory
Idaho
$1.92M +$21.5K +432 +1%
SCG
2106
Sonata Capital Group
Washington
$1.92M
CHJWM
2107
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.92M +$28.3K +193 +1%
PFGIA
2108
Patriot Financial Group Insurance Agency
Massachusetts
$1.91M -$165K -1,045 -8%
BC
2109
Bowman & Company
Wisconsin
$1.91M +$1.91M +12,027 New
JDR
2110
Jay D. Rosenbaum
$1.9M -$193K -1,216 -9%
HPWM
2111
Highland Private Wealth Management
Washington
$1.9M -$11.2K -71 -0.6%
BWP
2112
BSW Wealth Partners
Colorado
$1.89M +$213K +1,343 +13%
CASB
2113
Cape Ann Savings Bank
Massachusetts
$1.89M -$38.2K -241 -2%
SLWA
2114
San Luis Wealth Advisors
California
$1.89M +$614K +3,880 +48%
CBT
2115
CoreFirst Bank & Trust
Kansas
$1.89M -$58.4K -369 -3%
RWB
2116
RMR Wealth Builders
New Jersey
$1.88M -$2.35M -14,813 -55%
KIC
2117
Kensington Investment Counsel
California
$1.88M +$1.88M +11,886 New
MCAI
2118
Members Capital Advisors Inc
Wisconsin
$1.88M
CAL
2119
Capital Advisors Ltd
Ohio
$1.88M +$176K +1,113 +10%
AA
2120
Aire Advisors
California
$1.88M +$1.88M +11,845 New
AWA
2121
Acorn Wealth Advisors
Michigan
$1.87M +$6.97K +44 +0.4%
TFP
2122
Tilia Fiduciary Partners
North Carolina
$1.87M +$1.87M +11,818 New
DI
2123
DFPG Investments
Utah
$1.87M -$272K -1,841 -13%
CGA
2124
Crescent Grove Advisors
Illinois
$1.87M +$114K +722 +7%
CB
2125
Cadence Bank
Mississippi
$1.87M -$11.9K -75 -0.6%