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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 %
PA
2501
Probity Advisors
Texas
$943K -$91.9K -674 -9%
LA
2502
LexAurum Advisors
Kansas
$942K -$20.9K -153 -2%
LWAM
2503
Legacy Wealth Asset Management
Minnesota
$942K +$29.6K +217 +3%
FCFC
2504
First Citizens Financial Corp
Iowa
$940K – – –
FCB
2505
First Command Bank
Texas
$940K +$193K +1,418 +26%
FCFS
2506
First Command Financial Services
Texas
$940K +$217K +1,593 +30%
CFA
2507
CWS Financial Advisors
Michigan
$937K +$22.6K +166 +2%
BDF
2508
Black Diamond Financial
Maryland
$936K +$158K +1,160 +20%
KFA
2509
Kelleher Financial Advisors
New York
$935K +$272 +2 +0%
GIM
2510
Greylin Investment Management
Virginia
$934K -$6.82K -50 -0.7%
KWM
2511
Kolinsky Wealth Management
New Jersey
$933K +$11.7K +86 +1%
SP
2512
Successful Portfolios
Florida
$932K -$13.8K -101 -1%
GCM
2513
Galibier Capital Management
Ontario, Canada
$931K – – –
DG
2514
DMC Group
Alabama
$928K -$210K -1,655 -18%
MAM
2515
McLean Asset Management
Virginia
$927K -$14.7K -108 -2%
WC
2516
Winmill & Co
New York
$927K – – –
PIC
2517
Portland Investment Counsel
Ontario, Canada
$924K +$2.04K +15 +0.2%
VFPI
2518
Vantage Financial Partners (Illinois)
Illinois
$923K +$245K +1,800 +36%
FAG
2519
Fortitude Advisory Group
Washington
$922K -$185K -1,355 -17%
FNBOH
2520
First National Bank of Hutchinson
Kansas
$921K +$11K +81 +1%
RW
2521
REDW Wealth
New Mexico
$919K -$75K -550 -8%
ZIMP
2522
Zimmermann Investment Management & Planning
Pennsylvania
$918K +$43.6K +320 +5%
MIC
2523
Meridian Investment Counsel
California
$917K – – –
DLHL
2524
Donald L. Hagan LLC
Florida
$914K +$17.5K +128 +2%
RWA
2525
Rainsberger Wealth Advisors
Colorado
$914K +$139K +1,019 +18%
99 100
101
102 103