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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 %
ACA
2776
Affinity Capital Advisors
California
$603K +$1.5K +11 +0.2%
LGA
2777
Lebenthal Global Advisors
New York
$602K -$240K -1,760 -28%
APC
2778
Aspire Private Capital
North Carolina
$602K -$42.2K -309 -7%
AA
2779
Advisory Alpha
Michigan
$602K -$39K -286 -6%
PCI
2780
Planning Center Inc
Illinois
$602K -$2.86K -21 -0.5%
OLVIG
2781
Oliver Lagore Vanvalin Investment Group
Michigan
$597K -$1.18M -8,677 -66%
HC
2782
Hamilton Capital
Ohio
$596K -$366K -2,688 -38%
ZF
2783
Zhang Financial
Michigan
$596K +$166K +1,222 +39%
CCA
2784
Cottonwood Capital Advisors
Utah
$594K -$28.2K -207 -5%
BRA
2785
Bender Robert & Associates
California
$594K +$12.7K +93 +2%
LF
2786
Lee Financial
Texas
$592K +$23K +169 +4%
VCWA
2787
Vanguard Capital Wealth Advisors
Colorado
$591K -$46.6K -342 -7%
HWA
2788
Hillcrest Wealth Advisors
New Jersey
$591K – – –
ABLA
2789
Alan B. Lancz & Associates
Ohio
$588K – – –
BAM
2790
Beaumont Asset Management
Texas
$588K +$1.91K +14 +0.3%
AP
2791
Arlington Partners
Alabama
$588K +$37.6K +276 +7%
HAM
2792
Hedges Asset Management
Nevada
$586K – – –
EIA
2793
Eldridge Investment Advisors
New Hampshire
$584K -$4.5K -33 -0.8%
FA
2794
Financial Advisors
Massachusetts
$583K +$27.3K +200 +5%
SFA
2795
Semmax Financial Advisors
North Carolina
$582K -$57.5K -422 -9%
MJRIC
2796
Mogy Joel R Investment Counsel
California
$582K -$24.1K -177 -4%
LFA
2797
Laraway Financial Advisors
Minnesota
$582K -$1.36K -10 -0.2%
PC
2798
Periscope Capital
Ontario, Canada
$582K +$403K +2,951 +224%
PCMC
2799
Paragon Capital Management (Colorado)
Colorado
$581K +$545 +4 +0.1%
NVIM
2800
New Vernon Investment Management
Illinois
$580K – – –
110 111
112
113 114