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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 %
HFS
3101
Heritage Financial Services
Massachusetts
$331K -$1.77K -13 -0.5%
OWA
3102
One Wealth Advisors
California
$331K +$30.4K +223 +10%
PCMK
3103
Paragon Capital Management (Kansas)
Kansas
$331K +$331K +2,431 New
JGIA
3104
Jackson Grant Investment Advisers
Connecticut
$330K -$13.1K -96 -4%
EA
3105
Ellsworth Advisors
Ohio
$330K +$330K +2,508 New
AL
3106
Arnhold LLC
New York
$329K – – –
CW
3107
Cook Wealth
North Carolina
$329K – – –
NC
3108
NovaPoint Capital
Georgia
$328K +$2.05K +15 +0.6%
SWG
3109
Summit Wealth Group
Vermont
$326K -$109K -798 -25%
TI
3110
Truepoint Inc
Ohio
$326K -$32.8K -241 -9%
LIM
3111
Lathrop Investment Management
Arkansas
$326K – – –
CFP
3112
Curran Financial Partners
South Carolina
$326K +$136 +1 +0%
SFC
3113
SYM Financial Corp
Indiana
$325K +$80.3K +588 +33%
TC
3114
Truvestments Capital
Florida
$324K +$1.5K +11 +0.5%
WFG
3115
Wills Financial Group
Virginia
$323K +$14.6K +107 +5%
PWC
3116
PYA Waltman Capital
Tennessee
$323K +$64.6K +473 +25%
ACM
3117
Advance Capital Management
Michigan
$322K +$409 +3 +0.1%
CWG
3118
Crown Wealth Group
North Carolina
$322K +$322K +2,362 New
SAM
3119
SP Asset Management
California
$321K +$6.41K +47 +2%
MGAM
3120
McGowan Group Asset Management
Texas
$321K +$115K +840 +56%
IP
3121
Isthmus Partners
Wisconsin
$320K +$1.36K +10 +0.4%
BFS
3122
Bickling Financial Services
Massachusetts
$318K +$1.91K +14 +0.6%
VBWMG
3123
Von Berge Wealth Management Group
California
$318K +$126K +1,000 +66%
JSA
3124
Jacobson & Schmitt Advisors
Wisconsin
$317K – – –
BSSFA
3125
Baron Silver Stevens Financial Advisors
Florida
$317K +$23.4K +172 +8%
123 124
125
126 127