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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 %
THWM
2326
Taylor Hoffman Wealth Management
Virginia
$1.37M -$24.5K -155 -2%
Members Trust
2327
Members Trust
Florida
$1.37M +$97.2K +614 +8%
AWM
2328
Accel Wealth Management
Iowa
$1.37M +$84.7K +535 +7%
DAM
2329
Derbend Asset Management
Georgia
$1.37M -$19.6K -124 -1%
SFWA
2330
Summit Financial Wealth Advisors
Louisiana
$1.37M +$9.4K +56 +0.7%
OIM
2331
Orca Investment Management
Oregon
$1.37M -$56.7K -358 -4%
PWM
2332
Prentice Wealth Management
New York
$1.36M -$11.1K -70 -0.8%
WFI
2333
West Family Investments
California
$1.36M -$132K -834 -9%
DWM
2334
Defined Wealth Management
Oregon
$1.36M
WA
2335
Waddell & Associates
Tennessee
$1.36M -$25K -158 -2%
RMCM
2336
Reynders McVeigh Capital Management
Massachusetts
$1.36M +$279K +1,763 +26%
DCM
2337
Deuterium Capital Management
Florida
$1.36M +$1.36M +8,559 New
JGCM
2338
Joseph Group Capital Management
Ohio
$1.35M +$1.35M +8,542 New
BFA
2339
Beacon Financial Advisory
Ohio
$1.35M +$34.5K +218 +3%
SHWM
2340
Silicon Hills Wealth Management
Texas
$1.35M
SC
2341
Sierra Capital
Florida
$1.35M +$42.9K +271 +3%
TCPWM
2342
Traverso Chambers Private Wealth Management
California
$1.34M +$21.9K +138 +2%
SHFA
2343
SC&H Financial Advisors
Maryland
$1.34M +$1.34M +8,479 New
KCM
2344
KRS Capital Management
Michigan
$1.34M +$1.34M +8,482 New
MFG
2345
Menard Financial Group
Texas
$1.34M +$8.39K +53 +0.6%
TT
2346
TI-Trust
Illinois
$1.34M +$1.34M +8,447 New
OCG
2347
Opus Capital Group
Ohio
$1.34M -$5.54K -35 -0.4%
CSB
2348
City State Bank
Iowa
$1.34M +$1.34M +8,434 New
HTHT
2349
Hemenway Trust Hemenway Trust
New Hampshire
$1.33M -$121K -764 -8%
FNBTCON
2350
First National Bank & Trust Co of Newtown
Pennsylvania
$1.33M -$9.5K -60 -0.7%