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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 %
BWM
2176
BlackDiamond Wealth Management
New York
$1.74M +$1.74M +11,007 New
ATFA
2177
All Terrain Financial Advisors
Minnesota
$1.74M -$35.6K -225 -2%
NCM
2178
Next Capital Management
New York
$1.74M -$1.02M -6,470 -37%
FPAS
2179
Focus Partners Advisor Solutions
Missouri
$1.74M +$1.74M +10,968 New
AA
2180
ALPS Advisors
Colorado
$1.73M -$162M -1,022,895 -99%
WA
2181
Wealth Architects
California
$1.73M +$51.9K +328 +3%
LC
2182
Lavaca Capital
Texas
$1.73M -$347K -2,191 -17%
TEC
2183
Tiger Eye Capital
Tennessee
$1.73M
PWMG
2184
Prestige Wealth Management Group
New Jersey
$1.73M +$54.8K +346 +3%
OCPWS
2185
One Charles Private Wealth Services
Massachusetts
$1.73M -$160K -1,012 -8%
WIA
2186
Westbourne Investment Advisors
Maryland
$1.72M +$79.2K +500 +5%
BCM
2187
Breiter Capital Management
Florida
$1.72M +$10.6K +67 +0.6%
ACM
2188
Allred Capital Management
Texas
$1.71M +$18.5K +117 +1%
WDC
2189
Woodward Diversified Capital
California
$1.71M +$230K +1,454 +16%
FAM
2190
Formidable Asset Management
Ohio
$1.71M +$145K +876 +9%
RBFC
2191
Roman Butler Fullerton & Co
Missouri
$1.7M +$6.34K +40 +0.4%
JWA
2192
JFS Wealth Advisors
Pennsylvania
$1.7M +$504K +3,180 +42%
BHIC
2193
Bassett Hargrove Investment Counsel
Delaware
$1.7M -$12.7K -80 -0.7%
SIM
2194
SSI Investment Management
California
$1.7M -$4.75K -30 -0.3%
WCM
2195
WealthBridge Capital Management
Ohio
$1.69M +$1.11K +7 +0.1%
AWM
2196
Accurate Wealth Management
Florida
$1.69M +$47.3K +167 +3%
HA
2197
HC Advisors
Georgia
$1.69M +$950 +6 +0.1%
CAM
2198
Cidel Asset Management
Ontario, Canada
$1.69M +$3.48K +22 +0.2%
PCG
2199
Private Capital Group
Connecticut
$1.69M -$40.4K -255 -2%
TFA
2200
Trinity Financial Advisors
Ohio
$1.69M -$89.4K -565 -5%