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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 %
B
3126
Bridgeworth
Alabama
$316K -$102K -750 -24%
GAMC
3127
Garner Asset Management Corp
Texas
$316K – – –
TC
3128
Tacita Capital
Ontario, Canada
$316K – – –
ICM
3129
Intrepid Capital Management
Florida
$316K +$954 +7 +0.3%
IIA
3130
ICW Investment Advisors
Arizona
$316K +$11.1K +81 +4%
FA
3131
Fiducient Advisors
Illinois
$316K +$31.5K +231 +11%
GCM
3132
Gladius Capital Management
Illinois
$315K -$93.7K -686 -23%
NCMW
3133
Northern Capital Management (Washington)
Washington
$315K -$9.94K -73 -3%
CWM
3134
Campbell Wealth Management
Virginia
$315K +$136 +1 +0%
TWM
3135
Trevian Wealth Management
Massachusetts
$314K – – –
SL
3136
Salomon & Ludwin
Virginia
$314K +$6K +44 +2%
WA
3137
Wealthstream Advisors
New York
$313K -$30.1K -221 -9%
W
3138
WealthOne
New York
$313K -$7.62K -56 -2%
FWM
3139
Forefront Wealth Management
Pennsylvania
$313K +$273 +2 +0.1%
MAG
3140
MRA Advisory Group
New Jersey
$311K -$102K -749 -25%
LFG
3141
Lockerman Financial Group
California
$311K -$40.4K -296 -11%
SIC
3142
SJS Investment Consulting
Ohio
$311K +$3.95K +29 +1%
BA
3143
Bluesphere Advisors
Pennsylvania
$310K -$1.27M -9,318 -80%
MSWMA
3144
Market Street Wealth Management Advisors
Indiana
$310K -$60.1K -441 -16%
SSW
3145
Smith Shellnut Wilson
Mississippi
$310K -$4.91K -36 -2%
SRSA
3146
S.R. Schill & Associates
Washington
$309K -$110K -805 -26%
JC
3147
Jacobs & Co
California
$306K +$4.22K +31 +1%
ETIA
3148
Epic Trust Investment Advisors
Washington
$306K +$111K +814 +57%
BBPWM
3149
Blue Bell Private Wealth Management
Pennsylvania
$304K – – –
LRIC
3150
Long Road Investment Counsel
Michigan
$304K +$304K +2,232 New
124 125
126
127 128