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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 %
DWMG
3351
DB Wealth Management Group
California
$195K +$136 +1 +0.1%
HIM
3352
Hillsdale Investment Management
Ontario, Canada
$195K +$111K +813 +132%
OBWP
3353
O'Brien Wealth Partners
Massachusetts
$192K +$81.6K +668 +74%
CPA
3354
Cowen Prime Advisors
New York
$190K – – –
TFA
3355
Toth Financial Advisory
Virginia
$189K +$136 +1 +0.1%
BHWM
3356
Beaird Harris Wealth Management
Texas
$186K -$3.96K -29 -2%
HWM
3357
Holloway Wealth Management
Florida
$184K -$174K – –
VCM
3358
Versant Capital Management
Arizona
$183K +$56.6K +415 +45%
HF
3359
Halpern Financial
Virginia
$183K -$27.3K -200 -13%
WAM
3360
WFA Asset Management
Wisconsin
$181K +$1.23K +9 +0.7%
LS
3361
Leelyn Smith
Illinois
$176K – – –
RCA
3362
Riverview Capital Advisers
Massachusetts
$165K +$10.8K +79 +7%
BCMLT
3363
Beacon Capital Management LLC (Tennessee)
Tennessee
$165K +$165K +1,212 New
HCM
3364
Horrell Capital Management
Arkansas
$164K -$9.55K -70 -6%
KFP
3365
KB Financial Partners
New Jersey
$163K +$136 +1 +0.1%
UIA
3366
Ulland Investment Advisors
Minnesota
$160K -$255K -1,870 -61%
MSE
3367
MUFG Securities EMEA
United Kingdom
$159K -$57.7M -422,460 -100%
TCCM
3368
Timber Creek Capital Management
Massachusetts
$156K -$27.1K -200 -15%
TF
3369
TimeScale Financial
Massachusetts
$151K +$3.95K +29 +3%
FA
3370
Financial Advantage
Maryland
$149K +$135K +1,000 +1,000%
WAM
3371
Worth Asset Management
Texas
$148K +$148K +1,250 New
KFS
3372
Kelly Financial Services
Massachusetts
$146K +$682 +5 +0.5%
JWM
3373
Janiczek Wealth Management
Colorado
$142K +$546 +4 +0.4%
OA
3374
Operose Advisors
Wisconsin
$140K – – –
NOI
3375
Newton One Investments
Delaware
$139K – – –
133 134
135
136 137