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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 %
RHDIC
2751
R.H. Dinel Investment Counsel
California
$626K – – –
MPW
2752
Monterey Private Wealth
California
$626K +$56.3K +401 +10%
KC
2753
Kenfarb & Co
Kentucky
$626K +$397K +2,910 +173%
FMI
2754
F/M Investments
District of Columbia
$625K +$10.9K +80 +2%
HWA
2755
Heartwood Wealth Advisors
Virginia
$624K +$3.68K +27 +0.6%
WC
2756
Westhampton Capital
North Carolina
$623K +$12.3K +90 +2%
LI
2757
LVZ Inc
Michigan
$620K +$15.4K +113 +3%
MIM
2758
Merrion Investment Management
New Jersey
$619K – – –
CC
2759
Callan Capital
California
$619K +$52.2K +383 +9%
WA1
2760
Wimmer Associates 1
California
$615K -$17.5K -128 -3%
FFWM
2761
Future Financial Wealth Management
Ohio
$614K -$329K -2,409 -35%
SWA
2762
Sax Wealth Advisors
New Jersey
$611K -$81.5K -598 -12%
LA
2763
Lifeworks Advisors
Michigan
$611K -$3.68K -27 -0.6%
COF
2764
Capital One Financial
Virginia
$609K -$694K -5,088 -53%
Cohen & Steers
2765
Cohen & Steers
New York
$609K -$36.5K -268 -6%
DE
2766
Day & Ennis
Georgia
$609K +$14.7K +108 +2%
TFM
2767
TFC Financial Management
Massachusetts
$608K -$85.2K -625 -12%
IFA
2768
Index Fund Advisors
California
$608K -$4.5K -33 -0.7%
DEM
2769
Disciplined Equity Management
Florida
$608K +$12.1K +89 +2%
LAM
2770
LifePro Asset Management
California
$606K -$269K -1,972 -31%
MFGP
2771
Marshall Financial Group (Pennsylvania)
Pennsylvania
$606K +$1.91K +14 +0.3%
GSAM
2772
Grant Street Asset Management
Pennsylvania
$605K -$36.8K -270 -6%
ISWM
2773
Independent Solutions Wealth Management
New York
$605K +$6K +44 +1%
QPW
2774
Quantum Private Wealth
Florida
$604K – – –
TWM
2775
Thrive Wealth Management
Pennsylvania
$604K +$38.6K +283 +7%
109 110
111
112 113