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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 %
AC
2401
ASB Consultores
Florida
$1.22M +$1.22M +7,713 New
SOW
2402
State of Wyoming
Wyoming
$1.22M +$160K +1,009 +15%
RPSA
2403
Richard P. Slaughter Associates
Texas
$1.22M -$18.4K -116 -1%
QWM
2404
QP Wealth Management
New Jersey
$1.22M +$10.6K +67 +0.9%
DFS
2405
Dixon Fnancial Services
California
$1.22M +$1.22M +7,674 New
RG
2406
Renaissance Group
Kentucky
$1.21M +$22.3K +141 +2%
PFS
2407
Physicians Financial Services
North Carolina
$1.21M -$63.3K -400 -5%
LJHT
2408
Laurie J. Hall Trustee
$1.21M -$27.7K -175 -2%
RWM
2409
Rockwood Wealth Management
Pennsylvania
$1.21M +$1.21M +7,623 New
AMC
2410
Asset Management Corp
Illinois
$1.21M +$284K +1,791 +31%
SCM
2411
Sirios Capital Management
Massachusetts
$1.2M -$2.76M -17,415 -70%
OFS
2412
Orrstown Financial Services
Pennsylvania
$1.2M -$56.6K -336 -4%
PPW
2413
Pasadena Private Wealth
California
$1.2M +$146K +924 +14%
PA
2414
Probity Advisors
Texas
$1.2M -$53.7K -339 -4%
PCS
2415
Personal CFO Solutions
New Jersey
$1.2M +$82.7K +522 +7%
LJCM
2416
Lee Johnson Capital Management
Texas
$1.2M +$1.2M +7,577 New
FWM
2417
Focused Wealth Management
New York
$1.2M +$1.27K +8 +0.1%
CFO
2418
Collective Family Office
Pennsylvania
$1.2M +$58.4K +369 +5%
CC
2419
Corsicana & Co
Texas
$1.19M -$71.3K -450 -6%
TWA
2420
TPB Wealth Advisors
Texas
$1.19M
SWRP
2421
Summit Wealth & Retirement Planning
California
$1.19M +$788K +4,975 +194%
PCM
2422
Princeton Capital Management
New Jersey
$1.19M +$13.6K +86 +1%
CI
2423
CAZ Investments
Texas
$1.19M -$190K -1,200 -14%
CFS
2424
CRA Financial Services
New Jersey
$1.18M +$201K +1,267 +20%
LP
2425
Lloyd Park
Illinois
$1.18M +$1.18M +7,474 New