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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 %
KA
2526
Kozak & Associates
Colorado
$910K – – –
OFS
2527
Orrstown Financial Services
Pennsylvania
$907K -$67.8K -497 -7%
RMCM
2528
Reynders McVeigh Capital Management
Massachusetts
$906K -$262K -1,920 -22%
CIA
2529
Cladis Investment Advisory
Montana
$906K +$457K +3,350 +102%
NCM
2530
Northside Capital Management
Oregon
$904K – – –
TVAMP
2531
Tennessee Valley Asset Management Partners
Tennessee
$904K +$10.6K +78 +1%
RB
2532
Rodgers Brothers
Pennsylvania
$901K – – –
PWM
2533
Paulson Wealth Management
Illinois
$900K -$3.68K -27 -0.4%
VI
2534
Versor Investments
New York
$900K +$355K +2,600 +65%
AO
2535
Advisor OS
Illinois
$899K -$77.8K -571 -8%
ACM
2536
AUA Capital Management
Pennsylvania
$899K +$54.5K +400 +6%
AA
2537
Alesco Advisors
New York
$896K -$3.27K -24 -0.4%
GA
2538
Gateway Advisory
New Jersey
$896K +$896K +6,574 New
AWM
2539
AllSquare Wealth Management
New York
$895K -$78.7K -577 -8%
FFG
2540
Fullen Financial Group
Ohio
$893K +$33.4K +245 +4%
BCM
2541
Bluefin Capital Management
New York
$890K -$4.58M -33,622 -84%
IIM
2542
InTrack Investment Management
Vermont
$889K -$2.86K -21 -0.3%
CHP
2543
Cable Hill Partners
Oregon
$889K +$62.9K +462 +8%
FIA
2544
Foundations Investment Advisors
Arizona
$887K +$35.3K +280 +4%
ACM
2545
AlphaStar Capital Management
North Carolina
$887K +$92.2K +676 +12%
JSW
2546
Journey Strategic Wealth
New Jersey
$886K +$109K +803 +14%
PAWC
2547
P.A.W. Capital
Connecticut
$886K +$136K +1,000 +18%
NJBEST
2548
New Jersey Better Educational Savings Trust
New Jersey
$881K – – –
BFG
2549
Berger Financial Group
Minnesota
$880K +$28.2K +207 +3%
RWI
2550
Red Wave Investments
Pennsylvania
$880K +$170K +1,245 +24%
100 101
102
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