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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 %
ACK
3426
Andrew C. Karlinski
$56K -$1.36K -10 -2%
DWA
3427
Delos Wealth Advisors
Texas
$55K – – –
SA
3428
SFI Advisors
New Jersey
$54.3K +$54.3K +398 New
CMA
3429
Cedar Mountain Advisors
Oregon
$53K +$136 +1 +0.3%
MFT
3430
Moisand Fitzgerald Tamayo
Florida
$52K +$686 +5 +1%
MIM
3431
Meridiem Investment Management
United Kingdom
$52K +$52K +380 New
MGI
3432
MayTech Global Investments
New York
$51K – – –
LAS
3433
Lloyd Advisory Services
Georgia
$51K +$8.27K +61 +19%
ETI
3434
Enterprise Trust & Investment
California
$49K – – –
CI
3435
Cordant Inc
Oregon
$47K +$47K +346 New
TVWM
3436
Tower View Wealth Management
Wisconsin
$46K -$12.9K -94 -22%
AWMS
3437
Advocacy Wealth Management Services
Georgia
$42K +$135 +1 +0.3%
IHWM
3438
Iron Horse Wealth Management
Iowa
$40K – – –
ARIS
3439
Advanced Research Investment Solutions
California
$39K +$21.1K +156 +118%
WIM
3440
Westside Investment Management
California
$38.9K +$19.7K +1,573 +103%
PCH
3441
Polar Capital Holdings
United Kingdom
$35.2K +$1.84K +13,517 +6%
DTIM
3442
Danda Trouve Investment Management
Kansas
$35K +$273 +2 +0.8%
LWP
3443
Laurel Wealth Planning
Minnesota
$34K – – –
M1FG
3444
Mach-1 Financial Group
Arkansas
$34K +$4.76K +35 +16%
T2I
3445
Turim 21 Investimentos
Brazil
$32K – – –
BA
3446
Bellwether Advisors
Nebraska
$30K – – –
FCG
3447
Financial Connections Group
California
$28K – – –
TJHA
3448
Thomas J. Herzfeld Advisors
Florida
$27K -$1.22K -9 -4%
SC
3449
Siena Capital
Ohio
$27K +$27K +200 New
DCM
3450
Disciplina Capital Management
Tennessee
$26.9K – – –
136 137
138
139 140