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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 %
I
2201
INVST
Indiana
$1.68M +$36.9K +248 +2%
PFA
2202
Paradigm Financial Advisors
Missouri
$1.68M
PWP
2203
Pursue Wealth Partners
California
$1.68M +$1.68M +10,593 New
FFMBT
2204
First Farmers & Merchants Bank Trust
Tennessee
$1.67M +$1.67M +10,561 New
CS
2205
Capital Square
Tennessee
$1.66M -$5.4K -33 -0.3%
OCM
2206
Orion Capital Management
California
$1.66M +$177K +1,120 +12%
TCB
2207
Texas Capital Bancshares
Texas
$1.66M
BWM
2208
BigSur Wealth Management
Florida
$1.66M
WAG
2209
Winthrop Advisory Group
Massachusetts
$1.65M +$31.8K +201 +2%
BI
2210
Ballast Inc
Kentucky
$1.65M +$15.8K +100 +1%
PG
2211
Prostatis Group
Maryland
$1.65M +$1.44M +9,092 +686%
EWM
2212
Elmwood Wealth Management
California
$1.65M +$1.65M +10,400 New
AC
2213
Avestar Capital
New York
$1.65M +$3.33K +21 +0.2%
Eagle Capital Management (New York)
2214
Eagle Capital Management (New York)
New York
$1.64M
KJWM
2215
Kiley Juergens Wealth Management
Washington
$1.64M +$1.64M +10,383 New
TA
2216
Townsend & Associates
Colorado
$1.64M +$25.4K +161 +2%
VWM
2217
Venturi Wealth Management
Texas
$1.63M -$152K -961 -9%
OIM
2218
Oder Investment Management
California
$1.63M +$54.4K +344 +3%
NEWAS
2219
N.E.W. Advisory Services
Wisconsin
$1.63M +$1.11K +7 +0.1%
MMC
2220
Mizuho Markets Cayman
Cayman Islands
$1.63M +$1.63M +10,307 New
OBWG
2221
Onyx Bridge Wealth Group
New York
$1.63M +$86.2K +533 +6%
Kayne Anderson Rudnick Investment Management
2222
Kayne Anderson Rudnick Investment Management
California
$1.63M +$22.2K +140 +1%
CPA
2223
Clear Perspective Advisors
Illinois
$1.62M -$20.9K -132 -1%
TCWM
2224
Total Clarity Wealth Management
Illinois
$1.62M +$10.1K +64 +0.6%
BDWCC
2225
B&D White Capital Company
Texas
$1.62M +$140K +883 +9%