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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 %
DBRC
3326
D.B. Root & Company
Pennsylvania
$209K -$118K -867 -36%
MKA
3327
M. Kulyk & Associates
Georgia
$209K -$28.7K -211 -12%
AA
3328
AlphaMark Advisors
Kentucky
$208K -$81.8K -600 -28%
BWM
3329
Boyd Wealth Management
California
$208K -$32.8K -241 -14%
WAOTB
3330
Wealth Advisors of Tampa Bay
Florida
$208K – – –
KL
3331
KWMG LLC
Kansas
$208K +$3.95K +29 +2%
FZCM
3332
Flynn Zito Capital Management
New York
$207K -$9.4K -69 -4%
SSC
3333
Syverson Strege & Co
Iowa
$207K +$1.36K +10 +0.7%
GAM
3334
Garrison Asset Management
Arkansas
$206K – – –
QWM
3335
Quaker Wealth Management
New Jersey
$206K +$206K +1,510 New
CWM
3336
ClientFirst Wealth Management
Arkansas
$205K – – –
ACM
3337
Antonetti Capital Management
Florida
$204K -$870K -6,400 -81%
CC
3338
Colrain Capital
Massachusetts
$204K – – –
BLAM
3339
Bourne Lent Asset Management
New York
$204K – – –
RIG
3340
RiverFront Investment Group
Virginia
$204K – – –
RFA
3341
RTD Financial Advisors
Pennsylvania
$204K +$14.5K +106 +8%
PCM
3342
Pentwater Capital Management
Florida
$204K +$204K +1,500 New
ACA
3343
Ascension Capital Advisors
Texas
$202K – – –
AFA
3344
American Financial Advisors
Georgia
$202K +$952 +7 +0.5%
IA
3345
IndexIQ Advisors
New York
$202K +$131K +964 +186%
TCM
3346
Tanaka Capital Management
New York
$201K -$2.05K -15 -1%
BRA
3347
Biechele Royce Advisors
Indiana
$199K +$7.88K +58 +4%
MTC
3348
Matrix Trust Company
Colorado
$198K +$198K +1,452 New
CYG
3349
Clean Yield Group
Vermont
$196K -$145K -1,063 -42%
LPP
3350
Life Planning Partners
Florida
$196K +$55.2K +402 +39%
132 133
134
135 136