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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 %
Jacobs Levy Equity Management
2376
Jacobs Levy Equity Management
New Jersey
$1.27M -$885K -5,592 -41%
RIM
2377
Redwood Investment Management
Arizona
$1.27M -$1.59M -10,068 -56%
SI
2378
Shaker Investments
Ohio
$1.27M -$11.4K -72 -0.9%
MA
2379
MONECO Advisors
Connecticut
$1.27M +$20.1K +135 +2%
FH
2380
FWG Holdings
Florida
$1.27M +$43.4K +277 +4%
LIA
2381
LBMC Investment Advisors
Tennessee
$1.27M +$425K +2,681 +50%
AP
2382
Atwood & Palmer
Missouri
$1.27M +$9.82K +62 +0.8%
MUAMU
2383
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.27M -$1.11M -7,000 -47%
GCM
2384
GoodHaven Capital Management
New Jersey
$1.27M
EWM
2385
Executive Wealth Management
Michigan
$1.27M -$52.1K -329 -4%
CFO
2386
CVA Family Office
Colorado
$1.27M +$839K +5,298 +197%
VCM
2387
Viewpoint Capital Management
Washington
$1.26M +$1.26M +7,930 New
GPA
2388
Garrison Point Advisors
California
$1.26M -$4.75K -30 -0.4%
SIG
2389
Sky Investment Group
Connecticut
$1.26M -$3.96K -25 -0.3%
FWM
2390
Finer Wealth Management
Massachusetts
$1.25M +$1.25M +7,907 New
ACM
2391
Antonetti Capital Management
Florida
$1.25M -$38.6K -244 -3%
OBGC
2392
O'Brien Greene & Co
Pennsylvania
$1.25M -$97.9K -618 -7%
WAL
2393
W Advisors LLC
Tennessee
$1.25M +$1.25M +7,871 New
PL
2394
Plancorp LLC
Missouri
$1.24M -$31.2K -197 -2%
IIM
2395
Ironwood Investment Management
Massachusetts
$1.24M
PK
2396
Pflug Koory
Nebraska
$1.24M -$3.17K -20 -0.3%
SC
2397
Searle & Co
Connecticut
$1.24M -$86.2K -544 -7%
MTWM
2398
Masso Torrence Wealth Management
New Jersey
$1.24M +$1.24M +7,812 New
JHCP
2399
Jackson Hole Capital Partners
Oklahoma
$1.23M +$242K +1,530 +24%
RCA
2400
Reitz Capital Advisors
Michigan
$1.22M +$206K +1,325 +20%