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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 %
KIA
3076
Kraematon Investment Advisors
Massachusetts
$348K +$2.18K +16 +0.6%
WFA
3077
WMG Financial Advisors
Tennessee
$348K +$37K +273 +12%
TFGT
3078
TS Financial Group (TSFG)
Illinois
$347K -$1.09K -8 -0.3%
C
3079
Covestor
United Kingdom
$347K +$66.1K +485 +24%
DJYG
3080
David J. Yvars Group
Florida
$346K -$97.4K -715 -22%
IF
3081
Integrity Financial
Wyoming
$345K -$168K -1,230 -33%
CC
3082
Cypress Capital
Tennessee
$345K -$101K -740 -23%
HGWM
3083
Horst & Graben Wealth Management
Oregon
$344K +$2.32K +17 +0.7%
BWCS
3084
Beirne Wealth Consulting Services
Connecticut
$343K +$1.36K +10 +0.4%
TS
3085
Tamar Securities
California
$342K +$88.2K +647 +35%
NWA
3086
New World Advisors
Massachusetts
$342K +$95.9K +735 +39%
IWP
3087
Insight Wealth Partners
Texas
$341K -$72.3K -531 -17%
ACM
3088
Aquatic Capital Management
Illinois
$341K +$341K +2,500 New
HCP
3089
Holt Capital Partners
Texas
$339K -$13.6K -100 -4%
WFI
3090
West Family Investments
California
$337K -$836K -6,123 -71%
JCM
3091
J2 Capital Management
Michigan
$336K -$257K -1,885 -43%
MSFP
3092
Mark Sheptoff Financial Planning
Connecticut
$335K +$68.3K +501 +26%
MPCL
3093
My Personal CFO LLC
Washington
$334K -$15K -110 -4%
CCA
3094
Covey Capital Advisors
Georgia
$334K -$6.82K -50 -2%
WP
3095
Wealthspan Partners
Iowa
$334K +$273 +2 +0.1%
CA
3096
Claris Advisors
Missouri
$334K +$19.3K +142 +6%
GSIS
3097
Global Strategic Investment Solutions
Arizona
$334K +$75K +551 +29%
AMCA
3098
Arthur M. Cohen & Associates
Illinois
$332K -$3.95K -29 -1%
PGWM
3099
Pitti Group Wealth Management
New York
$332K +$13.2K +97 +4%
WA
3100
Wealth Advisors
California
$331K -$15.8K -116 -5%
122 123
124
125 126