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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 %
PFP
326
Pinnacle Financial Partners
Tennessee
$54.4M +$1.21M +8,884 +2%
SPIA
327
Steward Partners Investment Advisory
New York
$54.4M -$1.23M -9,015 -2%
COPPSERS
328
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$53.9M +$3.34M +24,484 +7%
MVP
329
Miller Value Partners
Florida
$53.7M -$1.5M -11,019 -3%
RMDI
330
R.M. Davis Inc
Maine
$53.1M +$1.91M +14,014 +4%
MCM
331
MAI Capital Management
Ohio
$52.9M +$3.01M +22,100 +6%
SEI Investments
332
SEI Investments
Pennsylvania
$52.8M -$5.08M -37,168 -9%
Lazard Asset Management
333
Lazard Asset Management
New York
$52.3M -$30.5M -223,579 -37%
TPSF
334
Texas Permanent School Fund
Texas
$52.3M -$3.07M -22,489 -6%
NC
335
Nicholas Company
Wisconsin
$52.2M -$5.45K -40 -0%
IMCOOI
336
Investment Management Corp of Ontario (IMCO)
Canada
$51.8M – – –
WPC
337
Waters Parkerson & Co
Louisiana
$51.8M +$1.06M +7,775 +2%
Two Sigma Advisers
338
Two Sigma Advisers
New York
$51.8M +$51.8M +379,700 New
BIP
339
Brandes Investment Partners
California
$51.7M +$2.94M +21,578 +6%
EDRH
340
Edmond de Rothschild Holding
Switzerland
$51.3M -$27.2M -199,524 -35%
KAS
341
Kestra Advisory Services
Texas
$51.3M -$1.42M -10,393 -3%
WT
342
Washington Trust
Rhode Island
$51.2M +$1.41M +10,313 +3%
ICG
343
InterOcean Capital Group
Tennessee
$51.1M +$2.54M +18,629 +5%
CRC
344
Curi RMB Capital
Illinois
$51M +$1.38M +10,115 +3%
GT
345
Glenview Trust
Kentucky
$50.8M +$9.66M +70,834 +23%
PF
346
Phoenix Financial
Israel
$50.7M -$6.78M -49,709 -12%
ABC
347
Associated Banc-Corp
Wisconsin
$50.7M -$247K -1,810 -0.5%
MIH
348
Meitav Investment House
Israel
$50.6M -$42.2M -309,617 -46%
OC
349
Oppenheimer & Co
New York
$50.1M +$4.41M +32,327 +10%
TH
350
TCTC Holdings
Texas
$50M +$1.81M +13,313 +4%
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