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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 %
WDL
2301
Well Done LLC
Michigan
$1.42M -$52.2K -330 -4%
HFAS
2302
Hummer Financial Advisory Services
Illinois
$1.42M
HR
2303
Hardy Reed
Mississippi
$1.42M -$29.8K -188 -2%
WA
2304
Winfield Associates
Ohio
$1.42M +$618K +3,900 +77%
PA
2305
PSI Advisors
Florida
$1.41M +$4.75K +30 +0.3%
OR
2306
Olympiad Research
Connecticut
$1.41M +$479K +3,028 +51%
CVM
2307
Cheviot Value Management
California
$1.41M -$10.9K -69 -0.8%
MCC
2308
Money Concepts Capital
Florida
$1.41M +$1.41M +8,900 New
ACM
2309
Ayrshire Capital Management
Connecticut
$1.41M +$13K +82 +0.9%
HI
2310
Hendershot Investments
Virginia
$1.41M +$945K +5,965 +205%
HBT
2311
Heartland Bank & Trust
Illinois
$1.4M -$8.55K -54 -0.6%
ACM
2312
Ategra Capital Management
Virginia
$1.4M -$494K -3,120 -26%
CCB
2313
Cutter & Co Brokerage
Missouri
$1.4M +$13.9K +88 +1%
CA
2314
CapWealth Advisors
Tennessee
$1.4M -$158 -1 -0%
MCM
2315
Mendel Capital Management
Arkansas
$1.4M +$1.4M +8,823 New
MA
2316
MJP Associates
Connecticut
$1.39M -$117K -725 -8%
HFS
2317
Howard Financial Services
Texas
$1.39M -$36.4K -230 -3%
VCM
2318
Virtue Capital Management
Tennessee
$1.39M +$105K +660 +8%
BIA
2319
Benchmark Investment Advisors
Illinois
$1.39M +$1.39M +8,773 New
BB
2320
Bell Bank
North Dakota
$1.39M -$116K -733 -8%
CG
2321
Clarus Group
Texas
$1.38M
COCM
2322
Charter Oak Capital Management
New Hampshire
$1.38M +$12.2K +77 +0.9%
ICM
2323
IMS Capital Management
Oregon
$1.38M +$388K +2,450 +39%
BWM
2324
Baystate Wealth Management
Massachusetts
$1.38M +$260K +1,639 +23%
IWS
2325
Insight Wealth Strategies
California
$1.37M +$213K +1,343 +18%