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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 %
EWA
3226
ERTS Wealth Advisors
Michigan
$254K -$13.9K -102 -5%
KPWG
3227
KFA Private Wealth Group
Virginia
$254K +$30.9K +227 +14%
RWMH
3228
Riverpoint Wealth Management Holdings
Illinois
$254K +$254K +1,860 New
SL
3229
Summitry LLC
California
$253K -$168K -1,229 -40%
WCWM
3230
Willow Creek Wealth Management
California
$253K -$1.91K -14 -0.7%
CFSG
3231
Clark Financial Services Group
Missouri
$253K +$42.4K +311 +20%
HWM
3232
HFR Wealth Management
New York
$252K -$21.7K -159 -8%
RFP
3233
Roth Financial Partners
Texas
$252K -$11K -81 -4%
DC
3234
Defender Capital
North Carolina
$252K – – –
NF
3235
Norwood Financial
Pennsylvania
$252K +$13.6K +100 +6%
ORI
3236
Oak Ridge Investments
Illinois
$251K -$525K -3,850 -68%
RBC
3237
Roble Belko & Company
Pennsylvania
$251K +$18.4K +135 +8%
TCOK
3238
Trust Company of Kansas
Kansas
$250K – – –
APS
3239
American Planning Services
Florida
$250K +$1.36K +10 +0.5%
EMG
3240
ETF Managers Group
New Jersey
$250K +$250K +1,781 New
PHAM
3241
Palisades Hudson Asset Management
Florida
$248K -$133K -975 -35%
SHWM
3242
Smith & Howard Wealth Management
Georgia
$248K -$2.87K -21 -1%
WCM
3243
Wallace Capital Management
Texas
$248K – – –
AAM
3244
Ameraudi Asset Management
New York
$248K – – –
ACP
3245
Arcus Capital Partners
Georgia
$248K +$545 +4 +0.2%
EI
3246
Ellevest Inc
New York
$247K -$40.7K -299 -14%
RRCM
3247
Rappaport Reiches Capital Management
Illinois
$246K +$53.9K +392 +28%
SWP
3248
Summit Wealth Partners
Florida
$245K – – –
IA
3249
Inspire Advisors
Idaho
$244K +$244K +1,792 New
AL
3250
ADE LLC
Maryland
$243K -$17.3K -127 -7%
128 129
130
131 132