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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 %
KIG
2651
Kowal Investment Group
Wisconsin
$751K +$131K +962 +21%
FSG
2652
Financial Strategies Group
Michigan
$750K +$125K +916 +20%
HIG
2653
Heritage Investment Group
Florida
$749K -$3.41K -25 -0.5%
PCM
2654
Perritt Capital Management
Illinois
$749K – – –
CA
2655
CGN Advisors
Kansas
$747K +$76.6K +562 +11%
DCM
2656
Deuterium Capital Management
Florida
$746K -$421K -3,090 -36%
TCOO
2657
Trust Company of Oklahoma
Oklahoma
$746K – – –
CWM
2658
Centric Wealth Management
Illinois
$744K -$12.3K -90 -2%
WWM
2659
Wagner Wealth Management
South Carolina
$743K -$169K -1,239 -19%
FPCG
2660
Forum Private Client Group
Indiana
$742K +$742K +5,445 New
RWA
2661
RGT Wealth Advisors
Texas
$741K -$85K -624 -10%
WDA
2662
Wendell David Associates
New Hampshire
$738K – – –
BWA
2663
Burt Wealth Advisors
Maryland
$736K – – –
FP
2664
Financial Perspectives
Minnesota
$735K +$48.8K +358 +7%
FBT
2665
First Bank & Trust
South Dakota
$734K -$206K -1,508 -22%
VAG
2666
VisionPoint Advisory Group
Texas
$734K -$158K -1,339 -18%
CFD
2667
Creative Financial Designs
Indiana
$732K -$803K -5,894 -52%
UC
2668
Unio Capital
New Jersey
$732K – – –
FA
2669
Faithward Advisors
Pennsylvania
$732K +$136 +1 +0%
TWM
2670
Titus Wealth Management
California
$731K +$10.6K +78 +1%
KWM
2671
Kaydan Wealth Management
Michigan
$731K +$16.6K +122 +2%
EIA
2672
Edgemoor Investment Advisors
Maryland
$730K +$207K +1,515 +39%
Harris Associates
2673
Harris Associates
Illinois
$728K – – –
GWS
2674
Glassman Wealth Services
Virginia
$727K -$9.68K -71 -1%
PAG
2675
Powers Advisory Group
Illinois
$726K +$22.8K +167 +3%
105 106
107
108 109