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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 %
FOA
2801
Five Oceans Advisors
California
$579K +$54.3K +398 +10%
VPW
2802
Vericrest Private Wealth
Pennsylvania
$578K – – –
KWS
2803
Keystone Wealth Services
California
$575K -$9.82K -72 -2%
BMCM
2804
Bryn Mawr Capital Management
Pennsylvania
$575K +$238K +1,749 +71%
DW
2805
Domani Wealth
Pennsylvania
$574K -$26.7K -196 -4%
HFW
2806
Horizon Family Wealth
Illinois
$574K +$262K +1,924 +84%
SNBOSD
2807
Security National Bank of So Dak
Iowa
$571K – – –
CPC
2808
Consolidated Planning Corp
Georgia
$571K +$8.05K +59 +1%
FFA
2809
Fi3 Financial Advisors
Indiana
$571K +$9.96K +73 +2%
SDAM
2810
Shulman DeMeo Asset Management
New York
$571K +$26.6K +195 +5%
ASC
2811
Atalanta Sosnoff Capital
New York
$570K -$118M -864,341 -100%
CC
2812
Centiva Capital
New York
$569K +$254K +1,862 +81%
CFA
2813
Cahill Financial Advisors
Minnesota
$567K -$8.32K -61 -1%
RIS
2814
Retirement Income Solutions
Michigan
$565K -$81.7K -600 -13%
RAM
2815
Riggs Asset Management
Pennsylvania
$565K -$46.1K -338 -8%
SCA
2816
Sandy Cove Advisors
Massachusetts
$564K +$44.2K +324 +8%
ICM
2817
Islay Capital Management
Texas
$561K -$152K -1,117 -21%
PCFFS
2818
Pacific Center for Financial Services
California
$561K +$273 +2 +0%
FSA
2819
Financial Sense Advisors
California
$561K +$561K +4,112 New
HWM
2820
Horizon Wealth Management
Illinois
$559K -$156K -1,146 -22%
AC
2821
Annandale Capital
Texas
$556K – – –
WAM
2822
WNY Asset Management
New York
$556K +$5.76K +42 +1%
DWP
2823
Destiny Wealth Partners
Florida
$556K +$6.27K +46 +1%
EA
2824
Emerald Advisors
Washington
$556K +$14.5K +106 +3%
MWPCG
2825
Measured Wealth Private Client Group
New Hampshire
$552K -$49.4K -362 -8%
111 112
113
114 115