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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
$3.5B
2
BlackRock
BlackRock
New York
$27.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$36.4B
4
Bank of America
Bank of America
North Carolina
$7.4B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$363M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$6.16B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.9B
3
GQG Partners
GQG Partners
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.88B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
3526
Reliant Investment Management
Tennessee
– -$4.8M -30,285 Closed
CF
3527
CNA Financial
Illinois
– -$4.75M -30,000 Closed
LG
3528
Leuthold Group
Minnesota
– -$4.61M -29,093 Closed
JSMC
3529
Jess S. Morgan & Co
California
– -$4.59M -28,972 Closed
NIM
3530
Nicollet Investment Management
Minnesota
– -$4.07M -25,719 Closed
MF
3531
Magnetar Financial
Illinois
– -$4.02M -25,367 Closed
DA
3532
Duality Advisers
Florida
– -$4.01M -25,323 Closed
BBA
3533
Braun-Bostich & Associates
Pennsylvania
– -$3.43M -22,847 Closed
DTL
3534
Dynamic Technology Lab
Singapore
– -$3.53M -22,265 Closed
IAIM
3535
International Assets Investment Management
Florida
– -$3.51M -22,176 Closed
SVCF
3536
Silicon Valley Community Foundation
California
– -$3.31M -20,905 Closed
NAG
3537
Northstar Advisory Group
New Jersey
– -$3.23M -20,421 Closed
EN1L
3538
Engine No 1 LLC
California
– -$3.21M -20,250 Closed
HWIS
3539
Hancock Whitney Investment Services
Louisiana
– -$3.13M -19,718 Closed
AWM
3540
Aries Wealth Management
Maine
– -$2.66M -16,795 Closed
AIM
3541
Aigen Investment Management
New York
– -$2.52M -15,772 Closed
HC
3542
Hendley & Co
Ohio
– -$2.32M -14,671 Closed
IWA
3543
IBEX Wealth Advisors
New Jersey
– -$2.01M -12,697 Closed
FQ
3544
First Quadrant
California
– -$1.86M -11,772 Closed
DRS
3545
Deane Retirement Strategies
Louisiana
– -$1.85M -11,696 Closed
OC
3546
Optimas Capital
Hong Kong
– -$1.85M -11,678 Closed
KJWM
3547
Kiley Juergens Wealth Management
Washington
– -$1.64M -10,383 Closed
CGFA
3548
Colton Groome Financial Advisors
North Carolina
– -$1.58M -10,005 Closed
HCM
3549
Helios Capital Management
Singapore
– -$1.49M -9,420 Closed
RHP
3550
Royal Harbor Partners
Texas
– -$1.46M -9,227 Closed
140 141
142
143 144