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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 %
SC
3301
Schoolcraft Capital
Colorado
$222K +$222K +1,630 New
AFS
3302
AFG Fiduciary Services
Massachusetts
$222K -$2.73K -20 -1%
PWM
3303
PRW Wealth Management
Massachusetts
$222K +$27.9K +205 +14%
MCM
3304
McDonough Capital Management
Florida
$222K +$37.1K +271 +20%
IPW
3305
IronBridge Private Wealth
Texas
$221K -$79.2K -581 -26%
HLOC
3306
H.L. Ormond & Company
North Carolina
$221K -$5.46K -40 -2%
JRFS
3307
James Reed Financial Services
Ohio
$221K – – –
BWA
3308
BlueSky Wealth Advisors
North Carolina
$219K – – –
DOA
3309
D'Orazio & Associates
Virginia
$219K +$8.73K +64 +4%
TAIM
3310
Te Ahumairangi Investment Management
New Zealand
$218K – – –
AWP
3311
Abacus Wealth Partners
California
$216K -$111K -811 -34%
CPA
3312
Capital Performance Advisors
California
$216K -$8.17K -60 -4%
SCM
3313
Stevens Capital Management
Pennsylvania
$215K -$12.2M -89,203 -98%
MGIA
3314
Matthew Goff Investment Advisor
Texas
$215K – – –
MWP
3315
Meridian Wealth Partners
Pennsylvania
$214K -$168K -1,235 -44%
AMG
3316
Asset Management Group
Connecticut
$214K +$1.5K +11 +0.7%
QC
3317
QCM Cayman
Texas
$213K +$213K +1,560 New
BMD
3318
Better Money Decisions
New Mexico
$212K -$136 -1 -0.1%
MAM
3319
Marquette Asset Management
Minnesota
$212K – – –
GFP
3320
Guardian Financial Partners
California
$212K +$10K +79 +5%
AIFAIM
3321
American Institute for Advanced Investment Management
Arizona
$212K +$212K +1,555 New
CWM
3322
CCG Wealth Management
California
$212K +$212K +1,558 New
FIM
3323
FWL Investment Management
Texas
$211K -$9.95K -73 -5%
PFP
3324
Paragon Financial Partners
California
$211K +$136 +1 +0.1%
CC
3325
Claybrook Capital
Massachusetts
$210K – – –
131 132
133
134 135