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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 %
HHAM
2926
HITE Hedge Asset Management
Massachusetts
$462K – – –
CL
2927
COWA LLC
Oklahoma
$460K -$90.1K -661 -16%
WCF
2928
West Coast Financial
California
$459K -$82.2K -603 -15%
ADMI
2929
Albert D. Mason Inc
Massachusetts
$458K -$38.8K -285 -8%
PIA
2930
Powell Investment Advisors
Florida
$458K +$8.46K +62 +2%
HAIM
2931
Hunter Associates Investment Management
Pennsylvania
$457K -$277K -2,029 -38%
CSWM
2932
Cassady Schiller Wealth Management
Ohio
$457K +$44.2K +324 +11%
HCA
2933
Heck Capital Advisors
Wisconsin
$454K -$4.09K -30 -0.9%
PCMC
2934
Private Capital Management (Colorado)
Colorado
$454K +$31.6K +232 +7%
UL
2935
Unionview LLC
Washington
$453K -$1.5K -11 -0.3%
ACP
2936
Aveo Capital Partners
Colorado
$453K +$19.9K +146 +5%
TIM
2937
Tortoise Investment Management
New York
$452K +$91.3K +670 +25%
FA
2938
Forefront Analytics
Pennsylvania
$451K -$70.5K -517 -14%
PHIC
2939
Pine Haven Investment Counsel
Massachusetts
$451K +$13.6K +100 +3%
CAM
2940
Claret Asset Management
Quebec, Canada
$451K +$43.2K +317 +11%
WCP
2941
Wick Capital Partners
Pennsylvania
$450K -$51.4K -377 -10%
EWP
2942
Engrave Wealth Partners
Texas
$449K – – –
CAWM
2943
Capital Advisors Wealth Management
Washington
$448K +$84K +617 +23%
KAM
2944
KEB Asset Management
Illinois
$447K -$189K -1,388 -30%
CP
2945
Capital Planning
Washington
$447K -$4.64K -34 -1%
CGH
2946
CMG Global Holdings
Texas
$447K +$74.9K +549 +20%
KL
2947
KilterHowling LLC
Colorado
$446K +$206K +1,513 +86%
DI
2948
Diligent Investors
California
$446K +$67.1K +492 +18%
SHFP
2949
Second Half Financial Partners
Florida
$445K +$445K +2,926 New
RPG
2950
Resource Planning Group
Georgia
$444K +$136 +1 +0%
116 117
118
119 120