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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 %
WBCM
2976
Wilson & Boucher Capital Management
California
$424K – – –
TF
2977
Trek Financial
Arizona
$424K +$16.4K +120 +4%
FG
2978
Foster Group
Iowa
$421K +$13K +95 +3%
VFP
2979
Verus Financial Partners
Virginia
$420K -$1.71K -13 -0.4%
CCMW
2980
Cypress Capital Management (Wyoming)
Wyoming
$419K -$181K -1,330 -30%
CQS
2981
Credential Qtrade Securities
$417K -$433K -3,173 -51%
AWM
2982
Aevitas Wealth Management
Massachusetts
$416K -$19.5K -143 -4%
IAG
2983
Investmark Advisory Group
Connecticut
$416K +$2.72K +20 +0.7%
CRIG
2984
Charter Research & Investment Group
Connecticut
$416K +$2.86K +21 +0.7%
CL
2985
CIM LLC
New York
$414K -$54.1K -407 -12%
PDM
2986
Penn Davis McFarland
Texas
$413K -$39K -286 -9%
JLBC
2987
J.L. Bainbridge & Co
Florida
$413K +$72.1K +529 +21%
NPPM
2988
North Point Portfolio Managers
Ohio
$412K – – –
AIS
2989
American Investment Services
Massachusetts
$411K – – –
GITFIT
2990
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$409K +$409K +3,000 New
OKSA
2991
O'Keefe Stevens Advisory
New York
$408K – – –
ACA
2992
Ackerman Capital Advisors
Texas
$407K – – –
SDH
2993
Sloy Dahl & Holst
Washington
$406K -$74.4K -546 -15%
MCM
2994
Monument Capital Management
Virginia
$404K -$460K -3,376 -53%
IAP
2995
Indie Asset Partners
Indiana
$403K +$21.4K +157 +6%
KW
2996
KWB Wealth
California
$401K – – –
CWM
2997
Cahaba Wealth Management
Georgia
$401K +$94.3K +790 +31%
CCC
2998
Chelsea Counsel Company
California
$400K -$203K -1,489 -34%
KOC
2999
Koss-Olinger Consulting
Florida
$400K -$45.2K -332 -10%
BC
3000
Bridgefront Capital
Texas
$399K -$715K -5,237 -64%
118 119
120
121 122