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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 %
GWCM
2126
Godshalk Welsh Capital Management
Pennsylvania
$1.87M +$7.92K +50 +0.4%
FQ
2127
First Quadrant
California
$1.86M +$729K +4,603 +64%
EA
2128
Eudaimonia Advisors
Tennessee
$1.86M +$1.86M +11,763 New
SQA
2129
Simon Quick Advisors
New Jersey
$1.86M +$828K +5,231 +80%
PWM
2130
Peterson Wealth Management
Nevada
$1.86M +$61.6K +389 +3%
DBG
2131
De Burlo Group
Massachusetts
$1.85M +$47.5K +300 +3%
MAWCM
2132
Mine & Arao Wealth Creation & Management
California
$1.85M +$75.7K +478 +4%
DRS
2133
Deane Retirement Strategies
Louisiana
$1.85M +$1.85M +11,696 New
OC
2134
Optimas Capital
Hong Kong
$1.85M +$1.85M +11,678 New
PPP
2135
Private Portfolio Partners
New Jersey
$1.84M -$87.4K -552 -5%
CI
2136
CX Institutional
Indiana
$1.84M -$3.96K -25 -0.2%
MCM
2137
Mainstay Capital Management
Michigan
$1.84M +$1.84M +11,644 New
SN
2138
Sittner & Nelson
Oregon
$1.84M +$317 +2 +0%
LA
2139
Latitude Advisors
Florida
$1.84M +$71.3K +450 +4%
BA
2140
Bluesphere Advisors
Pennsylvania
$1.84M -$36.1K -228 -2%
KMWM
2141
Keudell/Morrison Wealth Management
Oregon
$1.83M -$108K -683 -6%
BHTS
2142
Bar Harbor Trust Services
Maine
$1.83M -$48.9K -309 -3%
GWA
2143
GGM Wealth Advisors
Maryland
$1.83M -$177K -1,056 -9%
TC
2144
Trust Company
Kansas
$1.83M
CA
2145
Calton & Associates
Florida
$1.83M -$133K -1,204 -7%
MG
2146
Mather Group
Illinois
$1.82M +$586K +3,699 +47%
SI
2147
Saxon Interests
Texas
$1.82M +$1.82M +10,877 New
WCBA
2148
Weaver C. Barksdale & Associates
Tennessee
$1.82M +$1.82M +11,506 New
CWP
2149
Concord Wealth Partners
Virginia
$1.82M +$1.13M +7,169 +166%
PWM
2150
Palumbo Wealth Management
New York
$1.82M +$68.1K +430 +4%