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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 %
CHA
2426
Carmichael Hill & Associates
Maryland
$1.18M +$11.4K +72 +1%
HFA
2427
High Falls Advisors
New York
$1.18M -$13.8K -87 -1%
MKC
2428
M. Kraus & Co
Vermont
$1.18M +$21.1K +133 +2%
ACM
2429
Armbruster Capital Management
New York
$1.18M +$23K +145 +2%
AIA
2430
Angeles Investment Advisors
California
$1.18M +$570K +3,600 +94%
FCM
2431
FJ Capital Management
Virginia
$1.18M +$1.18M +7,000 New
AIM
2432
Alhambra Investment Management
Florida
$1.17M -$54.6K -345 -4%
PWM
2433
Purus Wealth Management
California
$1.17M -$6.81K -43 -0.6%
IA
2434
IFG Advisors
Missouri
$1.17M -$1.9K -12 -0.2%
DAM
2435
Doheny Asset Management
California
$1.17M -$52.9K -334 -4%
MAM
2436
McLean Asset Management
Virginia
$1.16M -$98.4K -584 -8%
WMP
2437
Wealth Management Partners
Arizona
$1.16M -$14.5K -87 -1%
HIM
2438
Hotaling Investment Management
Pennsylvania
$1.16M +$97.4K +615 +9%
HHGA
2439
Halbert Hargrove Global Advisors
California
$1.16M +$19.6K +124 +2%
ACA
2440
Atlas Capital Advisors
Wyoming
$1.16M
IF
2441
IRON Financial
Illinois
$1.16M
TFO
2442
Tarbox Family Office
California
$1.15M -$663K -4,188 -36%
RW
2443
REDW Wealth
New Mexico
$1.15M +$105K +665 +10%
VAG
2444
VisionPoint Advisory Group
Texas
$1.15M +$46.4K +304 +4%
HG
2445
Herbst Group
Connecticut
$1.15M +$1.15M +7,280 New
MHIC
2446
Marble Harbor Investment Counsel
Massachusetts
$1.15M +$166K +1,050 +17%
FNBSF
2447
First National Bank Sioux Falls
South Dakota
$1.15M -$32.5K -205 -3%
GC
2448
Gilbert & Cook
Iowa
$1.15M +$43.1K +272 +4%
OCM
2449
Objective Capital Management
Ohio
$1.15M +$1.15M +7,261 New
HCM
2450
HMS Capital Management
Tennessee
$1.15M +$12.5K +79 +1%