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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
2226
BerganKDV Wealth Management
Minnesota
$1.62M +$155K +977 +11%
CC
2227
Commons Capital
Massachusetts
$1.62M +$1.62M +10,257 New
Loomis, Sayles & Company
2228
Loomis, Sayles & Company
Massachusetts
$1.62M -$268K -1,696 -14%
EBWM
2229
Eagle Bluffs Wealth Management
Missouri
$1.61M +$1.61M +10,186 New
LIM
2230
Longfellow Investment Management
Massachusetts
$1.6M +$48.8K +308 +3%
MIAS
2231
Mason Investment Advisory Services
Virginia
$1.6M -$378K -2,385 -19%
EAM
2232
Evanson Asset Management
California
$1.6M -$150K -946 -9%
RHAM
2233
Round Hill Asset Management
California
$1.6M -$23.8K -150 -1%
GHAM
2234
Gilman Hill Asset Management
Connecticut
$1.6M +$4.75K +30 +0.3%
UCI
2235
Uncommon Cents Investing
Wisconsin
$1.6M +$24.5K +155 +2%
DS
2236
DRW Securities
Illinois
$1.6M +$397K +2,510 +33%
MCWA
2237
Meadow Creek Wealth Advisors
Georgia
$1.59M +$1.59M +10,064 New
TWP
2238
Tempus Wealth Planning
California
$1.59M +$62.2K +393 +4%
TCM
2239
Towercrest Capital Management
Pennsylvania
$1.59M
AFG
2240
Alterity Financial Group
Maine
$1.59M +$1.59M +10,047 New
CFG
2241
CKW Financial Group
Hawaii
$1.59M
TIA
2242
Trust Investment Advisors
Indiana
$1.59M +$83.4K +527 +6%
MFC
2243
Morris Financial Concepts
South Carolina
$1.59M +$1.59M +10,040 New
PI
2244
PEAK6 Investments
Illinois
$1.59M -$6.95M -43,897 -81%
DIA
2245
Davidson Investment Advisors
Montana
$1.59M -$18.9M -119,527 -92%
HP
2246
Holowesko Partners
Bahamas
$1.58M
CGFA
2247
Colton Groome Financial Advisors
North Carolina
$1.58M +$19.8K +125 +1%
W
2248
Wealthquest
Ohio
$1.58M -$69K -436 -4%
JF
2249
JSF Financial
California
$1.57M -$74.7K -472 -5%
PIA
2250
Pinion Investment Advisors
Kansas
$1.56M +$29.9K +189 +2%