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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 %
ML
3051
Mayport LLC
Massachusetts
$365K – – –
DSAM
3052
Dock Street Asset Management
Florida
$364K -$6.14K -45 -2%
A
3053
Astrantus
Cyprus
$363K +$363K +2,662 New
MAP
3054
Milestone Advisory Partners
North Carolina
$362K +$362K +2,654 New
AIM
3055
Arcadia Investment Management
Michigan
$361K -$12.8K -94 -3%
PCM
3056
Pennsylvania Capital Management
Pennsylvania
$361K – – –
FWM
3057
FSA Wealth Management
Massachusetts
$361K – – –
FA
3058
Fountainhead AM
New Jersey
$360K -$35.3K -259 -9%
AIA
3059
AIMZ Investment Advisors
California
$360K – – –
CC
3060
Capital Counsel
New York
$359K -$11.2K -82 -3%
AWM
3061
Altus Wealth Management
Kentucky
$358K +$955 +7 +0.3%
MWM
3062
Madison Wealth Management
Ohio
$358K +$13.8K +101 +4%
SF
3063
Symphony Financial
Texas
$358K +$128K +975 +55%
UFA
3064
US Financial Advisors
Massachusetts
$357K – – –
PFG
3065
Pinnacle Financial Group
Illinois
$357K +$47.6K +349 +15%
SFG
3066
Snider Financial Group
Washington
$355K -$16.9K -124 -5%
SFWC
3067
Strategic Family Wealth Counselors
New Jersey
$354K – – –
OWA
3068
Opal Wealth Advisors
New York
$354K +$17.3K +127 +5%
BDFN
3069
Bond & Devick Financial Network
Minnesota
$354K +$27.3K +200 +8%
MTIM
3070
Marathon Trading Investment Management
Pennsylvania
$354K +$354K +2,600 New
SLA
3071
Silver Lake Advisory
Utah
$353K -$136K -997 -28%
CNWM
3072
Clay Northam Wealth Management
California
$353K -$3.41K -25 -1%
KCA
3073
Karn Couzens & Associates
Connecticut
$353K – – –
PWS
3074
Paragon Wealth Strategies
Florida
$351K +$4.5K +33 +1%
EWA
3075
Encompass Wealth Advisors
Oregon
$351K +$12.5K +92 +4%
121 122
123
124 125