JPM icon

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 %
TRCT
301
Tower Research Capital (TRC)
New York
$60.4M +$24.1M +176,520 +66%
BAM
302
Berkshire Asset Management
Pennsylvania
$60.3M +$1.42M +10,398 +2%
CFB
303
Cullen/Frost Bankers
Texas
$59.2M -$5.93M -43,512 -9%
CTB
304
Country Trust Bank
Illinois
$59.1M +$4.44M +32,592 +8%
Citadel Advisors
305
Citadel Advisors
Florida
$59M +$3.57M +26,197 +6%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$58.8M +$2.09M +15,314 +4%
Balyasny Asset Management
307
Balyasny Asset Management
Illinois
$58.7M +$50.8M +372,823 +649%
FWCM
308
Ferguson Wellman Capital Management
Oregon
$58.4M -$5.58M -40,957 -9%
BAM
309
Barrett Asset Management
New York
$58.1M -$109K -803 -0.2%
MSL
310
Mackay Shields LLC
New York
$57.9M -$2.28M -16,698 -4%
PCM
311
Polaris Capital Management
Massachusetts
$57.6M -$2.19M -16,100 -4%
BS
312
Banco Santander
Spain
$57.6M +$6.57M +48,196 +13%
BHC
313
Bowen Hanes & Co
Florida
$57.4M -$518K -3,800 -0.9%
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$57.3M +$141K +1,036 +0.2%
BPA
315
Beacon Pointe Advisors
California
$57M +$31.8M +233,620 +126%
SSA
316
Schonfeld Strategic Advisors
New York
$56.7M +$54.6M +400,354 +2,527%
MOACM
317
Mutual of America Capital Management
New York
$56.3M +$564K +4,136 +1%
PA
318
Pinnacle Associates
New York
$55.7M +$759K +5,566 +1%
GI
319
GAMCO Investors
Connecticut
$55.5M -$1.45M -10,664 -3%
BCM
320
Becker Capital Management
Oregon
$55.1M +$66.4K +487 +0.1%
PAG
321
Private Advisor Group
New Jersey
$54.9M +$8.54M +62,615 +18%
GPA
322
Guidance Point Advisors
Massachusetts
$54.6M +$17K +125 +0%
SCP
323
Seizert Capital Partners
Michigan
$54.5M -$908K -6,663 -2%
CT
324
Cambridge Trust
Massachusetts
$54.4M +$419K +3,075 +0.8%
PI
325
PEAK6 Investments
Illinois
$54.4M +$53.1M +389,194 +3,879%
11 12
13
14 15