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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 %
CCM
3201
Chickasaw Capital Management
Tennessee
$273K – – –
KC
3202
Knuff & Co
California
$273K – – –
TWM
3203
Tanager Wealth Management
United Kingdom
$273K – – –
WFC
3204
Western Financial Corp
California
$271K -$695K -5,105 -72%
MLFP
3205
MPS Loria Financial Planners
Illinois
$270K – – –
TC
3206
Tatro Capital
Kentucky
$269K +$39.4K +289 +17%
LFS
3207
Legacy Financial Strategies
Kansas
$268K +$32.1K +235 +14%
AMR
3208
Asset Management Resources
Massachusetts
$267K +$9.54K +70 +4%
FDS
3209
Freedom Day Solutions
Texas
$266K -$9.81K -72 -4%
SSCA
3210
South Shore Capital Advisors
Massachusetts
$266K +$41.3K +303 +18%
SAF
3211
Smith Anglin Financial
Texas
$265K +$27.5K +202 +12%
RA
3212
Rise Advisors
New York
$265K +$53.7K +393 +25%
TCMP
3213
Thrive Capital Management (Pennsylvania)
Pennsylvania
$264K -$439K -3,219 -62%
HWA
3214
Hilltop Wealth Advisors
North Carolina
$264K – – –
VBFG
3215
Vishria Bird Financial Group
Tennessee
$263K – – –
GB
3216
Goepper Burkhardt
South Carolina
$262K +$22.4K +164 +9%
AF
3217
Apexium Financial
Texas
$262K +$34.4K +217 +15%
TA
3218
Tectonic Advisors
Texas
$262K +$51.6K +379 +25%
ACM
3219
Aubrey Capital Management
United Kingdom
$262K +$262K +1,865 New
SC
3220
Saturna Capital
Washington
$259K -$613K -4,500 -70%
CCP
3221
Cassia Capital Partners
North Carolina
$257K +$6.14K +45 +2%
AWM
3222
Adams Wealth Management
Utah
$256K -$26.4K -194 -9%
DFA
3223
DHJJ Financial Advisors
Illinois
$256K -$1.08K -8 -0.4%
LODC
3224
Lanham O'Dell & Company
West Virginia
$256K – – –
CIM
3225
Confluence Investment Management
Missouri
$255K +$5.05K +37 +2%
127 128
129
130 131