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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 %
TFP
3276
Triune Financial Partners
Kansas
$232K +$1.5K +11 +0.6%
TFO
3277
Tarbox Family Office
California
$232K -$762K -5,588 -77%
NA
3278
Navellier & Associates
Nevada
$232K -$13.6K -100 -6%
LA
3279
Lakeside Advisors
Washington
$232K – – –
MPW
3280
MA Private Wealth
California
$231K +$818 +6 +0.4%
RW
3281
RVW Wealth
California
$231K +$17.7K +130 +8%
SWM
3282
SFG Wealth Management
Maryland
$231K +$23.4K +172 +11%
WA
3283
WESPAC Advisors
California
$230K -$2.05M -15,084 -90%
SA
3284
Shilanski & Associates
Alaska
$229K -$1.09K -8 -0.5%
NEPPG
3285
New England Professional Planning Group
Rhode Island
$227K -$16.2K -119 -7%
PA
3286
Parkside Advisors
California
$227K – – –
SBWIC
3287
Schaper Benz & Wise Investment Counsel
Wisconsin
$227K – – –
IDA
3288
Intelligence Driven Advisers
California
$227K +$786 +6 +0.3%
LFA
3289
Level Financial Advisors
New York
$226K -$17.5K -128 -7%
MFA
3290
Morling Financial Advisors
California
$226K +$1.37K +10 +0.6%
VW
3291
Vance Wealth
California
$226K +$4.78K +35 +2%
CSIA
3292
Charles Schwab Investment Advisory
California
$226K +$6.94K +51 +3%
AFS
3293
Annapolis Financial Services
Maryland
$225K +$40.7K +299 +22%
GSC
3294
Ground Swell Capital
South Carolina
$225K +$225K +1,651 New
TIAM2
3295
Tru Independence Asset Management 2
Oregon
$224K -$64.4K -472 -22%
SWP
3296
ShoreHaven Wealth Partners
New Jersey
$224K +$9.37K +69 +4%
WFA
3297
WestHill Financial Advisors
California
$224K +$48K +352 +27%
SAS
3298
Stelac Advisory Services
New York
$223K -$407K -2,985 -65%
CCA
3299
Clearwater Capital Advisors
Illinois
$223K -$10.2K -75 -4%
PC
3300
Prairiewood Capital
North Dakota
$223K – – –
130 131
132
133 134