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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 %
GCL
3151
Gouws Capital LLC
North Carolina
$303K -$40.9K -300 -12%
DAM
3152
Deltec Asset Management
New York
$303K – – –
FAN
3153
Financial Advisors Network
California
$302K +$12.3K +90 +4%
UCB
3154
United Community Bank
South Carolina
$300K -$26.6K -195 -8%
MF
3155
Manchester Financial
California
$298K -$12.3K -90 -4%
CFC
3156
Coyle Financial Counsel
Illinois
$298K +$1.23K +9 +0.4%
ESCM
3157
Echo Street Capital Management
New York
$297K -$374K -2,748 -56%
HNWA
3158
Henrickson Nauta Wealth Advisors
Michigan
$297K – – –
WFA
3159
Websterrogers Financial Advisors
South Carolina
$297K +$13.3K +98 +5%
DP
3160
Denver PWM
Colorado
$297K +$74.4K +549 +33%
WAOI
3161
Wealth Advisors of Iowa
Iowa
$295K +$295K +2,167 New
AFG
3162
Affinia Financial Group
Massachusetts
$294K -$9.48K -72 -3%
HCM
3163
Howard Capital Management
Georgia
$294K +$66.8K +490 +29%
ECAM
3164
East Coast Asset Management
Massachusetts
$292K – – –
I2I
3165
Insight 2811 Inc
Illinois
$292K +$6.82K +50 +2%
MWA
3166
Motive Wealth Advisors
Michigan
$292K +$36.3K +266 +14%
SNBOSCI
3167
Security National Bank of Sioux City Iowa
Iowa
$291K -$205K -1,500 -41%
PCM
3168
Piedmont Capital Management
Montana
$288K -$97.6K -711 -25%
CFG
3169
Compton Financial Group
Maryland
$286K – – –
AFIA
3170
America First Investment Advisors
Nebraska
$286K – – –
TWM
3171
Triton Wealth Management
Arizona
$286K – – –
FC
3172
FCA Corp
Texas
$286K – – –
RJTCONH
3173
Raymond James Trust Company of New Hampshire
New Hampshire
$286K +$286K +2,096 New
WG
3174
Winton Group
United Kingdom
$285K -$2.69M -19,721 -90%
MA
3175
MKT Advisors
California
$285K -$5K -41 -2%
125 126
127
128 129