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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 %
HCM
2676
Hutchinson Capital Management
California
$725K +$13.1K +96 +2%
CF
2677
Copperwynd Financial
Arizona
$724K +$23.4K +172 +3%
C
2678
Certuity
Florida
$723K -$542K -3,976 -43%
IHL
2679
Investment House LLC
California
$722K -$40.9K -300 -5%
LWP
2680
Legacy Wealth Planning
Nevada
$722K -$36K -264 -5%
OFW
2681
Omnia Family Wealth
Florida
$718K -$12.9K -95 -2%
ES
2682
Eagle Strategies
New York
$717K +$35.2K +258 +5%
FVWA
2683
Foster Victor Wealth Advisors
South Carolina
$716K +$32.5K +247 +5%
STB
2684
S&T Bank
Pennsylvania
$715K -$16.2K -119 -2%
SEP
2685
Southland Equity Partners
Missouri
$715K +$24.9K +183 +4%
OFA
2686
Oak Family Advisors
Illinois
$711K +$136 +1 +0%
RA
2687
Rational Advisors
New York
$710K -$1.54M -11,337 -69%
KCFA
2688
Key Client Fiduciary Advisors
New Jersey
$710K -$4.77K -35 -0.7%
EW
2689
Element Wealth
Mississippi
$708K -$7.23K -53 -1%
APW
2690
Austin Private Wealth
Texas
$708K +$23K +169 +3%
HCP
2691
Hexagon Capital Partners
Arkansas
$703K +$1.91K +14 +0.3%
IWN
2692
Independent Wealth Network
Iowa
$703K +$10.2K +75 +1%
AWM
2693
Avaii Wealth Management
Wisconsin
$702K +$182K +1,333 +35%
GPWA
2694
Great Point Wealth Advisors
Massachusetts
$701K – – –
SAM
2695
Summit Asset Management
Tennessee
$701K +$19.8K +145 +3%
CAM
2696
Campion Asset Management
Virginia
$700K – – –
MWM
2697
Maltin Wealth Management
New Jersey
$698K -$99.6K -731 -12%
SAM
2698
Seelaus Asset Management
New Jersey
$698K -$61.4K -450 -8%
FHC
2699
First Heartland Consultants
Missouri
$697K +$154K +1,130 +28%
AGA
2700
Accuvest Global Advisors
Utah
$696K +$119K +875 +21%
106 107
108
109 110