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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 %
KP
2351
Keel Point
Alabama
$1.33M +$25K +158 +2%
BFG
2352
Bouchey Financial Group
New York
$1.33M +$165K +1,041 +14%
TFCP
2353
Twin Focus Capital Partners
Massachusetts
$1.32M +$276K +1,743 +26%
WMA
2354
Wealth Management Associates
New Jersey
$1.32M -$18.8K -119 -1%
FFS
2355
Founders Financial Securities
Maryland
$1.32M +$29.1K +184 +2%
MSCM
2356
McElhenny Sheffield Capital Management
Texas
$1.31M -$12.2K -77 -0.9%
SIG
2357
Spinnaker Investment Group
California
$1.31M +$1.31M +8,823 New
EM
2358
ELCO Management
New York
$1.31M +$3.96K +25 +0.3%
1IA
2359
1620 Investment Advisors
Massachusetts
$1.31M +$1.31M +8,260 New
VFA
2360
Voya Financial Advisors
Connecticut
$1.31M +$125K +787 +11%
CWA
2361
Clearview Wealth Advisors
Oregon
$1.31M +$64.3K +406 +5%
DG
2362
DMC Group
Alabama
$1.3M +$1.3M +8,976 New
TWM
2363
Tradition Wealth Management
Minnesota
$1.3M +$141K +893 +12%
CA
2364
Carson Advisory
Georgia
$1.3M +$1.3M +8,211 New
LB
2365
Legacy Bridge
Iowa
$1.3M -$12.7K -80 -1%
NL
2366
Navalign LLC
California
$1.3M -$27.4K -173 -2%
KTA
2367
Keeley-Teton Advisors
Illinois
$1.29M
BC
2368
Bridgefront Capital
Texas
$1.29M +$1.29M +8,161 New
RZH
2369
Relyea Zuckerberg Hanson
Connecticut
$1.29M +$92.8K +640 +8%
FAG
2370
Fortitude Advisory Group
Washington
$1.29M +$1.29M +8,116 New
SC
2371
Steph & Co
Wisconsin
$1.28M +$147K +929 +13%
WAAG
2372
Wealth Alliance Advisory Group
Kansas
$1.28M +$153K +968 +14%
CWC
2373
Carolinas Wealth Consulting
North Carolina
$1.28M +$159K +1,001 +14%
GTAM
2374
Global Trust Asset Management
Florida
$1.28M -$63.3K -400 -5%
RWP
2375
Revolve Wealth Partners
New Jersey
$1.28M +$1.28M +8,055 New