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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 %
OAM
2826
Oberweis Asset Management
Illinois
$552K +$409 +3 +0.1%
SFG
2827
Sunburst Financial Group
Alabama
$552K +$52.9K +388 +11%
SWM
2828
Silverlake Wealth Management
Vermont
$551K +$21.4K +157 +4%
PWS
2829
Private Wealth Strategies
Ohio
$551K +$545 +4 +0.1%
UWPG
2830
Ullmann Wealth Partners Group
Florida
$551K +$6.13K +45 +1%
GWM
2831
Gitterman Wealth Management
New Jersey
$551K +$73.8K +541 +15%
MWM
2832
Merriman Wealth Management
Washington
$550K -$91.7K -673 -14%
ACWM
2833
Adams Chetwood Wealth Management
North Carolina
$550K +$22K +161 +4%
NG
2834
Northstar Group
New York
$549K -$4.63K -34 -0.8%
RPCONE
2835
Retirement Planning Company of New England
Rhode Island
$549K +$21.8K +160 +4%
SFG
2836
SNS Financial Group
Minnesota
$548K -$211K -1,550 -28%
CWMGP
2837
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$546K +$89.8K +658 +20%
EA
2838
Echo45 Advisors
California
$545K -$126K -924 -19%
YWS
2839
Yarger Wealth Strategies
Ohio
$545K +$172K +1,258 +46%
AIL
2840
AGF Investments LLC
Ontario, Canada
$545K +$283K +2,076 +108%
SAM
2841
S.A. Mason
Michigan
$543K – – –
LDFR
2842
Lehman & Derafelo Financial Resources
Pennsylvania
$543K +$192K +1,411 +55%
LCM
2843
Laurion Capital Management
New York
$542K -$15.2M -111,366 -97%
TSS
2844
Two Sigma Securities
New York
$542K -$3.14M -23,014 -85%
HI
2845
Harrington Investments
California
$542K +$4.5K +33 +0.8%
RCM
2846
Requisite Capital Management
Texas
$540K – – –
RA
2847
Riversedge Advisors
Delaware
$538K +$8.87K +65 +2%
TA
2848
TrueWealth Advisors
Alabama
$537K – – –
SPWG
2849
Sage Private Wealth Group
Illinois
$537K +$37.5K +275 +8%
MCA
2850
Morris Capital Advisors
Pennsylvania
$536K -$4.77K -35 -0.9%
112 113
114
115 116