JPM icon

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 %
NO
2626
Ninety One
South Africa
$781K – – –
EBSAM
2627
Eubel Brady & Suttman Asset Management
Ohio
$780K -$18K -132 -2%
WA
2628
WealthTrust Axiom
Pennsylvania
$780K -$8.18K -60 -1%
GWM
2629
Gray Wealth Management
Maine
$780K +$75K +550 +11%
AWMG
2630
Alliance Wealth Management Group
New Jersey
$779K +$13.6K +100 +2%
FCIM
2631
Fairview Capital Investment Management
California
$779K +$130K +956 +20%
CCIA
2632
Cherry Creek Investment Advisors
Colorado
$778K -$143K -1,048 -16%
CSWG
2633
Cardinal Strategic Wealth Guidance
Kentucky
$778K -$48.1K -350 -6%
PGA
2634
Portland Global Advisors
Maine
$776K – – –
HI
2635
Humankind Investments
New York
$776K +$68.7K +504 +10%
RRA
2636
Round Rock Advisors
Connecticut
$773K +$773K +5,667 New
WH
2637
Willner & Heller
California
$770K -$28.3K -179 -4%
FFA
2638
Freedman Financial Associates
Massachusetts
$769K – – –
D
2639
Diversified
Delaware
$766K +$7.63K +56 +1%
TCM
2640
Tributary Capital Management
Nebraska
$765K -$34.1K -250 -4%
LCP
2641
Legacy Capital Partners
Wisconsin
$762K +$10.2K +75 +1%
FC
2642
Financial Consulate
Maryland
$762K +$20.5K +150 +3%
SFP
2643
Sweet Financial Partners
Minnesota
$760K +$465K +3,412 +158%
CRWM
2644
Castle Rock Wealth Management
California
$753K -$57.1K -435 -7%
RW
2645
Rede Wealth
Virginia
$753K +$4.9K +36 +0.7%
WAC
2646
William Allan Corp
Colorado
$752K -$3.95K -29 -0.5%
5SA
2647
5th Street Advisors
Connecticut
$752K +$2.73K +20 +0.4%
ME
2648
McIlrath & Eck
Washington
$752K +$23.3K +171 +3%
CWS
2649
Cypress Wealth Services
California
$751K -$10.2K -75 -1%
GIP
2650
Greatmark Investment Partners
Georgia
$751K +$28.6K +210 +4%
104 105
106
107 108