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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 %
LIM
2451
Loudon Investment Management
New Hampshire
$1.15M -$47.5K -300 -4%
PL
2452
Pluribus Labs
California
$1.15M +$1.15M +7,231 New
PAMP
2453
Polar Asset Management Partners
Ontario, Canada
$1.14M +$904K +5,708 +378%
SCA
2454
Sippican Capital Advisors
Massachusetts
$1.14M
CCA
2455
Column Capital Advisors
Indiana
$1.14M +$682K +4,308 +148%
AI
2456
AXS Investments
New York
$1.14M +$920K +5,813 +417%
SIC
2457
Sterling Investment Counsel
New York
$1.14M +$1.14M +7,206 New
FIA
2458
Foundations Investment Advisors
Arizona
$1.14M +$77K +457 +7%
TF
2459
TLWM Financial
Texas
$1.14M -$282K -1,781 -20%
SFM
2460
Signet Financial Management
New Jersey
$1.14M -$27.5K -174 -2%
AO
2461
Advisor OS
Illinois
$1.14M +$91.9K +580 +9%
PG
2462
Proffitt & Goodson
Tennessee
$1.13M -$8.39K -53 -0.7%
AWM
2463
AllSquare Wealth Management
New York
$1.13M -$8.39K -53 -0.7%
AAMC
2464
Asset Allocation & Management Company
Illinois
$1.13M +$1.13M +7,129 New
HGERS
2465
Householder Group Estate & Retirement Specialist
Arizona
$1.13M +$1.13M +7,123 New
MFP
2466
Meridian Financial Partners
Virginia
$1.13M +$58.7K +394 +6%
WFC
2467
Western Financial Corp
California
$1.12M +$117K +741 +12%
CPA
2468
Cardiff Park Advisors
California
$1.12M +$1.12M +7,078 New
LA
2469
LexAurum Advisors
Kansas
$1.12M -$981K -6,190 -47%
BC
2470
Brookfield Corp
Ontario, Canada
$1.12M -$11.5M -72,795 -91%
IA
2471
Insight Advisors
Pennsylvania
$1.12M +$6.17K +39 +0.6%
HC
2472
Hamilton Capital
Ohio
$1.12M +$655K +4,137 +142%
FFWM
2473
Future Financial Wealth Management
Ohio
$1.12M +$31.8K +197 +3%
AIM
2474
Axiom Investment Management
New York
$1.12M +$249K +1,570 +29%
RTS
2475
Round Table Services
New Jersey
$1.11M +$176K +1,112 +19%