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 %
RVPG
2726
Relative Value Partners Group
$673K +$358K +2,626 +114%
SFS
2727
Stiles Financial Services
Minnesota
$670K +$108K +795 +19%
PP
2728
Paloma Partners
Connecticut
$667K -$16.7M -122,637 -96%
LA
2729
Legacy Advisors
Pennsylvania
$667K +$217K +1,594 +48%
HWA
2730
HHM Wealth Advisors
Tennessee
$666K +$54.3K +398 +9%
RHBC
2731
R.H. Bluestein & Co
Michigan
$665K -$682 -5 -0.1%
GWSG
2732
GPS Wealth Strategies Group
Colorado
$661K +$14.7K +108 +2%
VWM
2733
Vigilare Wealth Management
Arizona
$660K -$637K -4,676 -49%
BRG
2734
Bay Rivers Group
Virginia
$658K +$26.7K +196 +4%
SPI
2735
Santori & Peters Inc
Pennsylvania
$656K -$51.9K -381 -7%
GC
2736
Garde Capital
Washington
$656K -$3.82K -28 -0.6%
TWM
2737
TriaGen Wealth Management
California
$654K – – –
DWM
2738
Darwin Wealth Management
Florida
$651K -$4.09K -30 -0.6%
WCM
2739
Wedge Capital Management
North Carolina
$648K +$18.3K +134 +3%
GG
2740
GenWealth Group
New Jersey
$645K +$20.1K +147 +3%
SIM
2741
Sadoff Investment Management
Wisconsin
$644K -$113K -830 -15%
TSWM
2742
Tyler-Stone Wealth Management
Ohio
$643K +$90.4K +663 +16%
NFP
2743
Narus Financial Partners
Utah
$641K +$641K +4,702 New
SCM
2744
Southport Capital Management
Tennessee
$637K -$620K -4,546 -49%
DAM
2745
Diamant Asset Management
Connecticut
$635K – – –
STAS
2746
Strong Tower Advisory Services
Minnesota
$634K +$94.4K +692 +17%
AWM
2747
Angeles Wealth Management
California
$632K +$632K +4,639 New
NRI
2748
NFP Retirement Inc
California
$630K +$186K +1,362 +42%
CWP
2749
Curated Wealth Partners
California
$630K – – –
IAG
2750
Investment Advisory Group
Massachusetts
$629K +$275K +2,020 +78%
108 109
110
111 112