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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
+$2.05B
2
BlackRock
BlackRock
New York
+$1.29B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$926M
4
Bank of America
Bank of America
North Carolina
+$476M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$358M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.87B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.25B
3
GQG Partners
GQG Partners
Florida
-$807M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$724M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
2476
Column Capital Advisors
Indiana
$974K -$9.68K -71 -1%
VAM
2477
Vienna Asset Management
California
$974K +$484K +3,552 +99%
AAMC
2478
Asset Allocation & Management Company
Illinois
$972K – – –
HGERS
2479
Householder Group Estate & Retirement Specialist
Arizona
$972K +$1.23K +9 +0.1%
CA
2480
Crumly & Associates
Illinois
$972K +$43.7K +321 +5%
SSG
2481
Summit Securities Group
New York
$971K -$6.88M -50,478 -88%
ACA
2482
Atlas Capital Advisors
Wyoming
$970K -$27.3K -200 -3%
SCA
2483
Sippican Capital Advisors
Massachusetts
$970K -$13.8K -101 -1%
OCM
2484
Objective Capital Management
Ohio
$969K -$20.9K -153 -2%
DA
2485
Denali Advisors
California
$968K +$109K +800 +13%
SCP
2486
Syntal Capital Partners
Texas
$964K +$39.4K +289 +4%
PIM
2487
Profit Investment Management
Maryland
$963K +$39.2K +288 +4%
CA
2488
Cambridge Advisors
Nebraska
$963K +$59.1K +434 +7%
CPWA
2489
Cerro Pacific Wealth Advisors
California
$961K +$72.1K +529 +8%
IP
2490
Ignite Planners
California
$958K +$34.3K +270 +4%
MS
2491
Maven Securities
Jersey
$957K -$579K -4,246 -38%
HA
2492
HYA Advisors
Missouri
$956K +$313K +2,296 +49%
WB
2493
West Bancorporation
Iowa
$955K +$444K +3,253 +87%
GA
2494
Geller Advisors
New York
$954K +$343K +2,516 +56%
MGWM
2495
Marks Group Wealth Management
Minnesota
$953K +$151K +1,109 +19%
AF
2496
Affiance Financial
Minnesota
$951K – – –
BOM
2497
Bank of Marin
California
$950K – – –
Loomis, Sayles & Company
2498
Loomis, Sayles & Company
Massachusetts
$948K -$444K -3,261 -32%
IRC
2499
Investors Research Corp
Georgia
$947K +$1.77K +13 +0.2%
IF
2500
IRON Financial
Illinois
$944K -$52.6K -386 -5%
98 99
100
101 102