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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 %
KIC
2576
Keating Investment Counselors
Florida
$845K – – –
AWG
2577
Altus Wealth Group
Colorado
$844K -$18.7K -137 -2%
WH
2578
Whitcomb & Hess
Ohio
$844K – – –
AFG
2579
Allegheny Financial Group
Pennsylvania
$840K +$6.81K +50 +0.8%
WIC
2580
Wilkins Investment Counsel
Massachusetts
$839K -$27.3K -200 -3%
PPWM
2581
Paragon Private Wealth Management
Kentucky
$837K +$189K +1,459 +29%
LWIC
2582
Leith Wheeler Investment Counsel
British Columbia, Canada
$836K +$836K +6,129 New
G
2583
GenTrust
Florida
$834K +$834K +6,118 New
CG
2584
CFO4Life Group
Texas
$831K -$682K -5,007 -45%
HWMG
2585
Hurlow Wealth Management Group
Indiana
$831K -$9.4K -69 -1%
RCA
2586
Roberts Capital Advisors
Colorado
$829K – – –
SDWMA
2587
Schneider Downs Wealth Management Advisors
Pennsylvania
$828K -$6.82K -50 -0.8%
SFM
2588
Systematic Financial Management
New Jersey
$828K – – –
SCM
2589
Sterneck Capital Management
Missouri
$826K -$54.4K -399 -6%
GAM
2590
Gould Asset Management
California
$826K +$142K +1,045 +21%
DIA
2591
Dean Investment Associates
Ohio
$825K -$53.3K -391 -6%
PFA
2592
Pathway Financial Advisors
Vermont
$824K – – –
SCM
2593
SKBA Capital Management
California
$815K -$27.2K -200 -3%
MHR
2594
Matthew Hamilton Rosenberg
$815K +$34.9K +256 +4%
P
2595
&Partners
Tennessee
$814K +$157K +1,135 +24%
CAM
2596
Concorde Asset Management
Michigan
$810K +$2.8K +18 +0.3%
SVCP
2597
Silicon Valley Capital Partners
California
$808K +$230K +1,685 +40%
SQA
2598
Simon Quick Advisors
New Jersey
$807K -$796K -5,837 -50%
SF
2599
SBK Financial
Virginia
$807K – – –
APW
2600
Aurora Private Wealth
New Jersey
$807K +$35.9K +263 +5%
102 103
104
105 106