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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 %
CAC
3551
Cowen and Company
New York
– -$1.45M -9,176 Closed
CMTU
3552
Capital Markets Trading (UK)
United Kingdom
– -$1.43M -9,053 Closed
CCB
3553
Cutter & Co Brokerage
Missouri
– -$1.4M -8,848 Closed
CCM
3554
Community Capital Management
Florida
– -$1.03M -8,700 Closed
RWM
3555
Rockwood Wealth Management
Pennsylvania
– -$1.21M -7,623 Closed
SCM
3556
Sirios Capital Management
Massachusetts
– -$1.2M -7,602 Closed
PAMP
3557
Polar Asset Management Partners
Ontario, Canada
– -$1.14M -7,218 Closed
AIM
3558
Axiom Investment Management
New York
– -$1.12M -7,040 Closed
FCM
3559
FJ Capital Management
Virginia
– -$1.18M -7,000 Closed
UCMOK
3560
United Capital Management of KS
Kansas
– -$1.1M -6,914 Closed
IFG
3561
Investors Financial Group
Minnesota
– -$1.02M -6,461 Closed
BWM
3562
BCS Wealth Management
Tennessee
– -$1M -6,336 Closed
RP
3563
Riverwater Partners
Wisconsin
– -$896K -5,661 Closed
LFRG
3564
Lazard Frères Gestion
France
– -$428K -5,598 Closed
KLC
3565
Knowledge Leaders Capital
Colorado
– -$837K -5,285 Closed
BSG
3566
Black Swift Group
Colorado
– -$822K -5,189 Closed
GP
3567
Geneva Partners
Wisconsin
– -$786K -4,965 Closed
OHU
3568
Odey Holdings (UK)
United Kingdom
– -$783K -4,942 Closed
DSCM
3569
Del-Sette Capital Management
New York
– -$749K -4,727 Closed
EF
3570
Empowered Funds
Pennsylvania
– -$714K -4,505 Closed
PWA
3571
Primoris Wealth Advisors
Florida
– -$710K -4,493 Closed
VAFP
3572
Vahanian & Associates Financial Planning
New York
– -$685K -4,327 Closed
JFGLC
3573
Johnson Financial Group LLC (Colorado)
Colorado
– -$667K -4,210 Closed
RCM
3574
Ratan Capital Management
Florida
– -$633K -4,000 Closed
AI
3575
Atom Investors
Texas
– -$632K -3,991 Closed
141 142
143
144 145