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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 %
EWM
251
Evercore Wealth Management
New York
$80.6M +$6.73M +49,354 +9%
CB
252
Cooke & Bieler
Pennsylvania
$80.5M +$25.4M +186,523 +46%
WGAM
253
Wilkinson Global Asset Management
New York
$79.4M +$592K +4,342 +0.8%
PGFC
254
Peapack-Gladstone Financial Corp
New Jersey
$79.1M +$221K +1,614 +0.3%
OPERF
255
Oregon Public Employees Retirement Fund
Oregon
$78M +$192K +1,411 +0.2%
HIIFS
256
Harel Insurance Investments & Financial Services
Israel
$76.9M -$764K -5,602 -1%
MML Investors Services
257
MML Investors Services
Massachusetts
$76.7M +$3.97M +29,097 +5%
FWIA
258
Fort Washington Investment Advisors
Ohio
$76.4M -$19.1M -139,800 -20%
FMI
259
Factory Mutual Insurance
Massachusetts
$75.5M -$5.45M -40,000 -7%
CIM
260
CCLA Investment Management
United Kingdom
$74.2M -$18.1M -132,650 -20%
CIP
261
Cornerstone Investment Partners
Georgia
$74.2M +$12.9M +94,872 +21%
NAM
262
Nissay Asset Management
Japan
$73.5M -$55.6M -408,076 -43%
CG
263
Colony Group
Massachusetts
$72.9M +$25.6M +188,150 +54%
CIC
264
Crawford Investment Counsel
Georgia
$72.2M +$696K +5,106 +1%
HPC
265
HM Payson & Co
Maine
$72.2M -$1.05M -7,677 -1%
Man Group
266
Man Group
United Kingdom
$72M +$41.6M +305,011 +137%
URS
267
Utah Retirement Systems
Utah
$71.5M -$1.31M -9,600 -2%
OAC
268
OMERS Administration Corp
Ontario, Canada
$70.9M +$46.1M +338,400 +186%
BMO
269
Beck Mack & Oliver
New York
$70M -$2.74M -20,064 -4%
TRSOTSOK
270
Teachers Retirement System of the State of Kentucky
Kentucky
$69.9M -$8.34M -61,193 -11%
YCM
271
Yousif Capital Management
Michigan
$69M +$794K +5,822 +1%
MPI
272
Mairs & Power Inc
Minnesota
$68.9M +$35.7M +261,525 +107%
WHG
273
Westwood Holdings Group
Texas
$68.9M +$24.2M +177,625 +54%
PCM
274
Prana Capital Management
Connecticut
$68.1M +$68.1M +499,824 New
GF
275
Gabelli Funds
New York
$67.7M +$344K +2,525 +0.5%
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