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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 %
AP
3001
Adero Partners
California
$399K -$49.3K -362 -11%
ACM
3002
Aljian Capital Management
Nevada
$399K – – –
MCM
3003
Magnolia Capital Management
New York
$399K – – –
RF
3004
Resolute Financial
Massachusetts
$399K – – –
AC
3005
Avenir Corporation
Virginia
$399K – – –
GAM
3006
Gemmer Asset Management
California
$398K -$408 -3 -0.1%
HCM
3007
Hutner Capital Management
Vermont
$395K -$73.9K -542 -16%
HWM
3008
Howard Wealth Management
Connecticut
$395K -$12.4K -91 -3%
SAM
3009
Sequent Asset Management
Texas
$394K +$136 +1 +0%
RC
3010
Rovin Capital
Arizona
$394K +$2.59K +19 +0.7%
1W
3011
1776 Wealth
Georgia
$394K +$98.1K +720 +33%
Financial Engines Advisors
3012
Financial Engines Advisors
California
$393K +$70.4K +516 +22%
SCM
3013
Shapiro Capital Management
Georgia
$393K +$393K +2,880 New
LWMG
3014
Levy Wealth Management Group
Pennsylvania
$392K +$1.91K +14 +0.5%
TFA
3015
Tranquilli Financial Advisor
New Jersey
$390K +$7.08K +52 +2%
AIA
3016
Angeles Investment Advisors
California
$389K -$625K -4,576 -62%
AWAP
3017
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$389K -$42.4K -311 -10%
VAM
3018
Verity Asset Management
North Carolina
$389K +$206K +1,508 +113%
C
3019
CEDRUS
Colorado
$389K +$51.7K +379 +15%
FA
3020
Fortis Advisors
Pennsylvania
$388K – – –
CICI
3021
Capital Investment Counsel Inc
North Carolina
$387K -$27.2K -200 -7%
BRC
3022
Bell Rock Capital
Delaware
$387K -$25.8K -196 -6%
PC
3023
Permit Capital
Pennsylvania
$387K -$23.4K -172 -6%
LWA
3024
Lenox Wealth Advisors
New York
$387K +$1.47K +11 +0.4%
MS
3025
Mizuho Securities
Japan
$387K +$318K +2,331 +458%
119 120
121
122 123