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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 %
TSS
2851
Thomas Story & Son
Indiana
$535K – – –
NWA
2852
Navis Wealth Advisors
New York
$535K +$111K +815 +26%
KFA
2853
Krane Funds Advisors
New York
$534K -$405K -2,969 -43%
LAI
2854
Legal Advantage Investments
California
$534K +$54.2K +398 +11%
PL
2855
Pluribus Labs
California
$533K -$453K -3,324 -46%
SFG
2856
Sovereign Financial Group
Connecticut
$533K +$79.7K +584 +18%
PCC
2857
Park Circle Company
Maryland
$532K – – –
SPI
2858
Sutton Place Investors
New York
$530K +$42.5K +335 +9%
CWA
2859
CJM Wealth Advisers
Virginia
$527K -$4.23K -31 -0.8%
CCT
2860
Capital City Trust
Florida
$525K -$7.77K -57 -1%
AFO
2861
Allie Family Office
Florida
$525K +$525K +3,850 New
NED
2862
Nancy E. Dempze
$522K -$3.41K -25 -0.6%
VCP
2863
Vista Capital Partners
Oregon
$522K +$172K +1,260 +49%
LCM
2864
LCM Capital Management
Illinois
$521K – – –
MF
2865
Meridian Financial
Massachusetts
$520K +$545 +4 +0.1%
LWM
2866
Liberty Wealth Management
California
$517K +$67.7K +497 +15%
AWM
2867
Aprio Wealth Management
Georgia
$515K +$159K +1,169 +45%
EAM
2868
Eukles Asset Management
Ohio
$514K +$47.1K +346 +10%
LWP
2869
Lumature Wealth Partners
Georgia
$514K +$481K +3,527 +1,451%
EFL
2870
ERn Financial LLC
Wisconsin
$514K +$514K +3,772 New
SOS
2871
Silver Oak Securities
Tennessee
$514K +$514K +3,853 New
BHA
2872
Beech Hill Advisors
New York
$513K – – –
TPW
2873
Tiller Private Wealth
Pennsylvania
$513K +$24.4K +179 +5%
APA
2874
Astoria Portfolio Advisors
New York
$512K +$64.8K +475 +14%
AWM
2875
Avondale Wealth Management
Texas
$511K +$102K +750 +25%
113 114
115
116 117