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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 %
SIA
2151
Strategic Investment Advisors
Michigan
$1.82M +$170K +1,075 +10%
BSAM
2152
Blue Square Asset Management
New York
$1.82M +$12.5K +79 +0.7%
TIA
2153
Traphagen Investment Advisors
New Jersey
$1.81M +$74.6K +471 +4%
FPCP
2154
Fort Point Capital Partners
California
$1.81M +$87.1K +550 +5%
MFG
2155
Monte Financial Group
Connecticut
$1.81M -$15.8K -100 -0.9%
PIM
2156
Perpetual Investment Management
Australia
$1.8M -$137K -867 -7%
FNBOSM
2157
First National Bank of South Miami
Florida
$1.8M +$127K +803 +8%
AA
2158
Auxano Advisors
Washington
$1.8M +$35.5K +224 +2%
EFG
2159
Everhart Financial Group
Ohio
$1.8M +$6.97K +44 +0.4%
MA
2160
MBA Advisors
Pennsylvania
$1.79M +$608K +3,839 +52%
CFD
2161
Creative Financial Designs
Indiana
$1.78M +$194K +1,225 +12%
MS
2162
Maven Securities
Jersey
$1.78M +$755K +4,770 +73%
JFA
2163
JNBA Financial Advisors
Minnesota
$1.78M +$47K +297 +3%
SJIM
2164
St. Johns Investment Management
Florida
$1.78M -$29.3K -185 -2%
WA
2165
Waverly Advisors
Alabama
$1.78M +$32.3K +210 +2%
TGAM
2166
TBH Global Asset Management
Tennessee
$1.77M +$28.2K +178 +2%
GF
2167
Gries Financial
Ohio
$1.77M -$1.32M -8,336 -43%
LM
2168
Lincluden Management
Ontario, Canada
$1.77M -$63.4K -400 -3%
LWA
2169
Lineweaver Wealth Advisors
Ohio
$1.77M +$49.5K +313 +3%
PFWA
2170
Paces Ferry Wealth Advisors
Georgia
$1.76M -$19.8K -125 -1%
EWS
2171
Evergreen Wealth Solutions
Pennsylvania
$1.76M +$1.76M +11,140 New
CAM
2172
Cacti Asset Management
Georgia
$1.76M
CPSC
2173
Carl P. Sherr & Co
Massachusetts
$1.76M +$988K +6,240 +128%
CG
2174
CFO4Life Group
Texas
$1.76M +$194K +1,227 +12%
KA
2175
Klingman & Associates
New York
$1.75M +$52.1K +329 +3%