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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 %
HCM
2276
Helios Capital Management
Singapore
$1.49M +$1.49M +9,420 New
BIP
2277
Blueprint Investment Partners
North Carolina
$1.49M +$632K +3,994 +74%
GWANC
2278
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.49M +$1.49M +9,394 New
BSI
2279
Bennett Selby Investments
Maine
$1.49M +$475 +3 +0%
OPOWM
2280
One Plus One Wealth Management
Florida
$1.48M
DM
2281
Delphi Management
Massachusetts
$1.47M +$34.4K +217 +2%
GC
2282
Guardian Capital
Ontario, Canada
$1.47M -$127K -800 -8%
C
2283
Certuity
Florida
$1.47M -$265K -1,676 -15%
CBT
2284
Central Bank & Trust
Kentucky
$1.47M +$8.71K +55 +0.6%
CIA
2285
Citadel Investment Advisory
Ohio
$1.47M -$35.6K -225 -2%
PFC
2286
Phocas Financial Corp
California
$1.46M +$30.2K +191 +2%
MWM
2287
Marion Wealth Management
Pennsylvania
$1.46M +$1.46M +9,240 New
RHP
2288
Royal Harbor Partners
Texas
$1.46M +$50.8K +321 +4%
SCM
2289
Southport Capital Management
Tennessee
$1.46M +$114K +723 +9%
AAM
2290
Ascension Asset Management
New York
$1.46M -$15.8K -100 -1%
CAC
2291
Cowen and Company
New York
$1.45M +$1.45M +9,176 New
LF
2292
LifeSteps Financial
California
$1.44M -$890K -5,621 -38%
SSA
2293
South Street Advisors
New York
$1.44M +$116K +730 +9%
FMP
2294
Financial Management Professionals
Texas
$1.44M -$7.13K -45 -0.5%
SIC
2295
Samalin Investment Counsel
New York
$1.44M +$189K +1,197 +15%
CMTU
2296
Capital Markets Trading (UK)
United Kingdom
$1.43M +$1.43M +9,053 New
RWP
2297
Ridgecrest Wealth Partners
California
$1.43M
SM
2298
Salzhauer Michael
$1.43M +$350K +2,800 +32%
LWM
2299
Lionsbridge Wealth Management
Florida
$1.43M -$26.3K -166 -2%
LCM
2300
LVM Capital Management
Michigan
$1.42M -$2.06K -13 -0.1%