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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 %
SWK
2876
Stephen W. Kidder
$510K +$13.6K +100 +3%
HG
2877
Harbor Group
New Hampshire
$509K +$2.86K +21 +0.6%
SWM
2878
Sendero Wealth Management
Texas
$508K -$11.6M -85,240 -96%
SCM
2879
Stonehearth Capital Management
Massachusetts
$506K -$55.7K -409 -10%
WW
2880
Waterfront Wealth
Kansas
$506K +$238K +1,794 +89%
FNC
2881
First National Corp
Massachusetts
$504K +$545 +4 +0.1%
TIM
2882
Total Investment Management
Arizona
$504K +$3.68K +27 +0.7%
FAG
2883
Financial Advisory Group
Texas
$504K +$19.2K +141 +4%
MF
2884
Montis Financial
Massachusetts
$503K -$219K -1,605 -30%
CI
2885
Cavalier Investments
Georgia
$502K +$29.9K +219 +6%
IGGA
2886
Iron Gate Global Advisors
Utah
$502K +$34.6K +254 +7%
WW
2887
Westshore Wealth
California
$502K +$61.7K +452 +14%
DWA
2888
Dougherty Wealth Advisers
Minnesota
$501K – – –
BWM
2889
BT Wealth Management
Georgia
$501K +$3.82K +28 +0.8%
PP
2890
Patron Partners
Texas
$501K +$16.3K +120 +3%
FCT
2891
First Community Trust
Iowa
$500K +$4.77K +35 +1%
FWP
2892
Firethorn Wealth Partners
Georgia
$500K +$129K +949 +35%
HI
2893
Harper Investing
California
$500K +$500K +3,668 New
RWA
2894
Redmont Wealth Advisors
Illinois
$498K +$84.6K +620 +20%
HAS
2895
Holland Advisory Services
Florida
$497K – – –
LP
2896
Lloyd Park
Illinois
$495K -$524K -3,844 -51%
NA
2897
Nottingham Advisors
New York
$495K -$6.81K -50 -1%
NIC
2898
Northwest Investment Counselors
Oregon
$494K -$45.2K -331 -8%
MSU
2899
Mizuho Securities USA
New York
$489K -$1.2M -8,778 -71%
RGC
2900
Roberts, Glore & Co
Illinois
$489K +$26.6K +195 +6%
114 115
116
117 118