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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 %
OPW
2251
Oxler Private Wealth
New York
$1.56M -$42.7K -270 -3%
CP
2252
Covenant Partners
Tennessee
$1.56M
FRA
2253
Front Row Advisors
California
$1.56M +$97.2K +614 +7%
WMA
2254
West Michigan Advisors
Michigan
$1.56M +$1.56M +9,822 New
CCA
2255
Childress Capital Advisors
Texas
$1.55M -$266K -1,680 -15%
FFC
2256
First Financial Corp
Indiana
$1.55M +$68.1K +430 +5%
BAM
2257
Burgundy Asset Management
Ontario, Canada
$1.55M
BCP
2258
Blackhawk Capital Partners
Wisconsin
$1.54M -$117K -741 -7%
LSA
2259
Lion Street Advisors
Texas
$1.54M +$26.1K +165 +2%
PC
2260
Port Capital
Illinois
$1.54M -$152K -962 -9%
UAML
2261
US Asset Management LLC
Pennsylvania
$1.54M -$1.43K -9 -0.1%
NFSG
2262
Newbridge Financial Services Group
Florida
$1.53M +$898K +5,672 +142%
VIM
2263
Vista Investment Management
Pennsylvania
$1.53M +$41.2K +260 +3%
WPC
2264
Wedmont Private Capital
Pennsylvania
$1.53M +$1.53M +9,076 New
BIA
2265
BHK Investment Advisors
Alabama
$1.53M -$58.7K -371 -4%
FP
2266
Fiduciary Planning
Florida
$1.52M -$702K -4,436 -32%
HBWM
2267
Hollow Brook Wealth Management
New York
$1.52M +$54.8K +346 +4%
COF
2268
Capital One Financial
Virginia
$1.51M +$15.8K +100 +1%
PC
2269
PhiloSmith Capital
Connecticut
$1.51M
VWM
2270
Vigilare Wealth Management
Arizona
$1.51M +$82.2K +519 +6%
SRC
2271
Sage Rhino Capital
California
$1.51M -$6.97K -44 -0.5%
TFA
2272
Triad Financial Advisors
North Carolina
$1.5M +$1.5M +9,492 New
FPGK
2273
Financial Partners Group (Kansas)
Kansas
$1.5M +$1.49K +10 +0.1%
MCM
2274
Morton Capital Management
California
$1.5M +$1.5M +9,477 New
NFG
2275
Nations Financial Group
Iowa
$1.49M +$168K +1,062 +13%