JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

3,492 hedge funds and large institutions have $321B invested in JPMorgan Chase in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,764 increasing their positions, 1,266 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,492
Holders Change
-74
Holders Change %
-2.08%
% of All Funds
55.26%
Holding in Top 10
375
Holding in Top 10 Change
-134
Holding in Top 10 Change %
-26.33%
% of All Funds
5.93%
New
153
Increased
1,764
Reduced
1,266
Closed
180
Calls
$4.85B
Puts
$7.6B
Net Calls
-$2.76B
Net Calls Change
+$1.47B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.5B
2
BlackRock
BlackRock
New York
$27.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$36.4B
4
Bank of America
Bank of America
North Carolina
$7.4B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$363M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$6.16B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.9B
3
GQG Partners
GQG Partners
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.88B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
JHP
226
James Hambro & Partners
United Kingdom
$99.3M +$454K +3,330 +0.5%
UCFA
227
United Capital Financial Advisors
Texas
$98.8M +$206K +1,513 +0.2%
BC
228
Bartlett & Co
Ohio
$97.9M +$5.23M +38,401 +6%
BCWM
229
Bartlett & Co Wealth Management
Ohio
$97.9M +$5.23M +38,401 +6%
Axa
230
Axa
France
$97.9M +$6.96M +51,023 +8%
FAF
231
Fjarde Ap-fonden
Sweden
$95.4M -$14.4M -105,568 -13%
MA
232
MUFG Americas
New York
$94.1M +$2.78M +20,363 +3%
MNG
233
Manning & Napier Group
New York
$91.7M +$21M +154,291 +30%
SBH
234
Segall Bryant & Hamill
Illinois
$91.5M -$1.85M -13,568 -2%
AGDR
235
AdamCapital Gestao de Recursos
Brazil
$91.3M +$20.8M +152,665 +30%
Comerica Bank
236
Comerica Bank
Texas
$91.2M +$450K +3,421 +0.5%
NIG
237
NFJ Investment Group
Texas
$89.1M -$13M -95,371 -13%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.9M +$1.93M +14,130 +2%
FRAF
239
Första AP-fonden
Sweden
$88.8M -$2.71M -19,900 -3%
GA
240
Greenhaven Associates
New York
$88.2M +$87.5M +642,011 +12,840%
Zurich Cantonal Bank
241
Zurich Cantonal Bank
Switzerland
$87M -$22.1M -162,033 -20%
OAM
242
Oppenheimer Asset Management
New York
$86.9M -$3.42M -25,088 -4%
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$86.1M +$5.05M +37,051 +6%
Kovitz Investment Group Partners
244
Kovitz Investment Group Partners
Illinois
$83.8M +$1.4M +10,260 +2%
WJWM
245
Williams Jones Wealth Management
New York
$83.5M -$207K -1,521 -0.2%
WT
246
Whittier Trust
California
$83.5M +$518K +3,801 +0.6%
Handelsbanken Fonder
247
Handelsbanken Fonder
Sweden
$83.1M +$446K +3,270 +0.5%
ACM
248
Argent Capital Management
Missouri
$83M -$21.7M -159,065 -21%
TG
249
TCW Group
California
$81.5M +$345K +2,531 +0.4%
MIFH
250
Migdal Insurance & Financial Holdings
Israel
$80.7M -$34M -249,179 -30%
8 9
10
11 12