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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 %
SICM
2901
Sustainable Insight Capital Management
New York
$489K +$45.2K +332 +10%
CWM
2902
Cranbrook Wealth Management
Michigan
$484K -$9.54K -70 -2%
DCM
2903
Dimension Capital Management
Florida
$483K -$2.59K -19 -0.5%
KCM
2904
Kathmere Capital Management
Pennsylvania
$480K +$70.7K +519 +17%
FCM
2905
Firestone Capital Management
Florida
$479K – – –
TDC
2906
Thompson Davis & Co
Virginia
$479K +$141K +1,036 +42%
SWM
2907
Shelton Wealth Management
Texas
$478K +$1.23K +9 +0.3%
LRIA
2908
Leonard Rickey Investment Advisors
Washington
$478K +$46.3K +340 +11%
TFF
2909
The Family Firm
Maryland
$477K +$2.32K +17 +0.5%
HFS
2910
Howard Financial Services
Texas
$476K -$720K -5,282 -60%
WF
2911
Wayfinding Financial
Washington
$476K +$40.2K +325 +9%
KBFS
2912
Kohmann Bosshard Financial Services
Ohio
$476K +$200K +1,470 +73%
FA
2913
Fermata Advisors
California
$473K -$68K -498 -13%
IWA
2914
IVC Wealth Advisors
Pennsylvania
$472K +$77.5K +568 +20%
PPW
2915
Pasadena Private Wealth
California
$469K -$567K -4,161 -55%
MWM
2916
MinichMacGregor Wealth Management
New York
$469K – – –
BFA
2917
Buttonwood Financial Advisors
Maryland
$469K +$239K +1,752 +104%
CAM
2918
CenterStar Asset Management
Illinois
$468K -$2.14M – –
CAGAS
2919
Capital Advisory Group Advisory Services
Minnesota
$467K -$3.54M -25,996 -88%
SFS
2920
Solitude Financial Services
Virginia
$467K -$63.1K -463 -12%
MWM
2921
Mascoma Wealth Management
New Hampshire
$467K +$119K +871 +34%
CIA
2922
Cascade Investment Advisors
Oregon
$465K +$5.45K +40 +1%
SIS
2923
Sound Income Strategies
Florida
$465K -$5.32K -39 -1%
DU
2924
Delphia (USA)
Ontario, Canada
$464K +$140K +1,030 +43%
AWM
2925
Atticus Wealth Management
Florida
$463K +$26K +191 +6%
115 116
117
118 119