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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 %
EWA
3026
Evolution Wealth Advisors
Florida
$386K -$146K -1,070 -27%
MAM
3027
Marotta Asset Management
Virginia
$385K +$19.1K +140 +5%
CF
3028
Corrigan Financial
Rhode Island
$384K +$273 +2 +0.1%
HS
3029
Horan Securities
United States
$384K +$39.4K +289 +11%
CM
3030
Columbus Macro
Pennsylvania
$383K -$2.86K -21 -0.7%
HA
3031
Hofer & Associates
California
$383K +$9.13K +67 +2%
SG
3032
Strid Group
Pennsylvania
$382K – – –
CHA
3033
Cooper/Haims Advisors
New York
$380K -$97.8K -717 -20%
AWM
3034
Act Wealth Management
Texas
$380K +$5.05K +37 +1%
MMHP
3035
Murphy Middleton Hinkle & Parker
Georgia
$379K – – –
FC
3036
Financial Council
Maryland
$378K – – –
T
3037
TNF
Montana
$376K +$762 +6 +0.2%
PFA
3038
Pure Financial Advisors
California
$375K -$15K -110 -4%
RIA
3039
Richwood Investment Advisors
Ohio
$375K +$144K +1,057 +63%
WI
3040
Wedgewood Investors
Pennsylvania
$374K – – –
AR
3041
Apeiron RIA
Texas
$374K +$17.1K +130 +5%
GIM
3042
Guild Investment Management
California
$372K – – –
GM
3043
GeoWealth Management
Illinois
$371K -$84.8K -625 -19%
RC
3044
Reik & Co
New York
$371K – – –
MPAM
3045
Murphy Pohlad Asset Management
Minnesota
$371K – – –
TA
3046
Trellis Advisors
Washington
$371K +$682 +5 +0.2%
AW
3047
Avion Wealth
Texas
$370K – – –
POIA
3048
Pin Oak Investment Advisors
Texas
$369K -$20.5K -150 -5%
IVP
3049
Intrinsic Value Partners
Arizona
$368K -$4.09K -30 -1%
HKAM
3050
Horizon Kinetics Asset Management
New York
$365K -$26.1K -191 -7%
120 121
122
123 124