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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 %
MTC
2601
McDaniel Terry & Co
Texas
$803K -$44.5K -326 -5%
MWP
2602
Moller Wealth Partners
$803K +$42.9K +315 +6%
LB
2603
Leo Brokerage
Texas
$802K +$802K +5,883 New
CSI
2604
Cross Staff Investments
New York
$801K +$136 +1 +0%
KFSC
2605
Keystone Financial Services (Colorado)
Colorado
$800K -$4.26K -35 -0.5%
CCM
2606
Carlson Capital Management
Minnesota
$800K +$20.9K +153 +3%
BFA
2607
BMS Financial Advisors
South Dakota
$799K +$33.4K +245 +4%
VC
2608
Vicus Capital
Pennsylvania
$798K +$78.8K +578 +11%
SLG
2609
Stanley-Laman Group
Pennsylvania
$797K -$9.4K -69 -1%
IA
2610
Insight Advisors
Pennsylvania
$796K -$167K -1,222 -17%
SFP
2611
Sandbox Financial Partners
Maryland
$793K +$36.4K +267 +5%
IIA
2612
Integral Investment Advisors
California
$792K +$102K +751 +15%
HCC
2613
Hirtle Callaghan & Co
Pennsylvania
$792K +$575K +4,218 +264%
CP
2614
Castleview Partners
Texas
$791K -$104M -760,640 -99%
LAS
2615
LWM Advisory Services
Florida
$791K -$47.8K -352 -6%
BAM
2616
Bellevue Asset Management
Washington
$791K -$551 -4 -0.1%
FMN
2617
Financial Management Network
California
$789K +$81.1K +597 +11%
RBCM
2618
Raub Brock Capital Management
California
$788K +$295K +2,160 +60%
DS
2619
DRW Securities
Illinois
$786K -$588K -4,316 -43%
EFM
2620
E Fund Management
China
$786K -$105K -767 -12%
RPWA
2621
Regent Peak Wealth Advisors
Georgia
$784K -$82.1K -602 -9%
BPFA
2622
Barnes Pettey Financial Advisors
Mississippi
$784K -$1.77K -13 -0.2%
Jacobs Levy Equity Management
2623
Jacobs Levy Equity Management
New Jersey
$783K -$314K -2,304 -29%
PWM
2624
PBMares Wealth Management
Virginia
$782K -$44.3K -325 -5%
TFA
2625
Teamwork Financial Advisors
Texas
$781K -$1.16M -8,481 -60%
103 104
105
106 107