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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 %
GCM
3176
G2 Capital Management
Ohio
$285K – – –
RIM
3177
Rockbridge Investment Management
New York
$285K +$11.6K +86 +4%
DI
3178
Disciplined Investments
Oklahoma
$284K +$12.2K +89 +4%
TIA
3179
Tandem Investment Advisors
South Carolina
$283K -$243K -1,785 -46%
PCTC
3180
Perkins Coie Trust Company
Washington
$283K +$15.7K +115 +6%
SAM
3181
Shikiar Asset Management
New York
$282K – – –
CCA
3182
Conestoga Capital Advisors
Pennsylvania
$282K – – –
PSC
3183
Prentiss Smith & Co
Vermont
$282K +$24.5K +180 +10%
EA
3184
Elm Advisors
California
$281K -$212K -1,554 -43%
RHJA
3185
Rice Hall James & Associates
California
$281K -$26.1K -191 -8%
FPF
3186
First Pacific Financial
Washington
$281K – – –
PS
3187
Planned Solutions
California
$281K +$23.2K +170 +9%
F
3188
F3Logic
Minnesota
$280K +$275 +2 +0.1%
WFA
3189
Wipfli Financial Advisors
Wisconsin
$279K +$279K +2,050 New
CC
3190
Codex Capital
New York
$279K – – –
EF
3191
Exeter Financial
Arizona
$276K – – –
KC
3192
Kingfisher Capital
North Carolina
$276K +$27.7K +203 +11%
BWP
3193
Bernardo Wealth Planning
Pennsylvania
$276K +$90K +661 +48%
RIM
3194
Redwood Investment Management
Arizona
$275K -$821K -6,022 -75%
MA
3195
Mezzasalma Advisors
New Jersey
$275K -$9.53K -70 -3%
WFA
3196
Wellspring Financial Advisors
Ohio
$275K -$2.18K -16 -0.8%
NWM
3197
Nauset Wealth Management
Connecticut
$275K +$76.8K +563 +39%
PBF
3198
Petix & Botte Financial
California
$275K +$275K +2,014 New
KC
3199
Kinloch Capital
Virginia
$274K +$55.2K +405 +25%
CAG
3200
Curtis Advisory Group
California
$273K -$2.87K -21 -1%
126 127
128
129 130