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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 %
AAM
276
Abeille Asset Management
France
$67.6M +$67.6M +495,702 New
PNC
277
Park National Corp
Ohio
$67.5M -$552K -4,049 -0.8%
ERSOT
278
Employees Retirement System of Texas
Texas
$67M -$11.4M -83,858 -15%
BCM
279
Basswood Capital Management
New York
$66.9M – – –
SW
280
SVB Wealth
Massachusetts
$66.8M -$15.5K -114 -0%
TF
281
TIAA FSB
Florida
$66.3M -$11.9M -87,793 -15%
SIG
282
Stonegate Investment Group
Alabama
$66.3M +$2.09M +15,363 +3%
UB
283
UMB Bank
Missouri
$66.2M -$3.51M -25,728 -5%
Dodge & Cox
284
Dodge & Cox
California
$66.2M -$5.36M -39,340 -7%
GIBU
285
Gulf International Bank (UK)
United Kingdom
$66.2M -$15K -110 -0%
EWA
286
EP Wealth Advisors
California
$66M +$2.48M +18,180 +4%
PI
287
PGGM Investments
Netherlands
$66M – – –
TAF
288
Tredje AP-fonden
Sweden
$66M +$1.64M +12,000 +3%
RCM
289
RNC Capital Management
California
$65.4M -$2.07M -15,150 -3%
BA
290
Bridgewater Associates
Connecticut
$65.4M +$29.5M +216,411 +82%
II
291
IFM Investors
Australia
$64.7M +$10.5M +77,353 +19%
AIA
292
Avalon Investment & Advisory
Texas
$64.2M +$7.74M +56,810 +14%
SCA
293
STALEY CAPITAL ADVISERS
Pennsylvania
$63.8M +$1.1M +8,101 +2%
BCIM
294
British Columbia Investment Management
British Columbia, Canada
$62.3M -$9.37M -68,755 -13%
Cerity Partners
295
Cerity Partners
New York
$62M +$4.94M +37,142 +9%
FCI
296
Financial Counselors Inc
Kansas
$61.9M +$2.65M +19,406 +4%
NA
297
NewEdge Advisors
Louisiana
$61.7M +$3.75M +27,497 +6%
EOJOAM
298
E. Ohman J:or Asset Management
Sweden
$61.6M -$3.17M -23,235 -5%
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$61M +$510K +3,742 +0.8%
SOADOR
300
State of Alaska Department of Revenue
Alaska
$60.8M -$2.01M -14,720 -3%
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