JPMorgan Chase
JPM
3,511 hedge funds and large institutions have $322B invested in JPMorgan Chase in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,772 increasing their positions, 1,275 reducing their positions, and 181 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 1,772 | Existing positions reduced: 1,275
2% less capital invested
Capital invested by funds: $329B → $322B (-$6.85B)
1.31% less ownership
Funds ownership: 70.62% → 69.31% (-1.3%)
2% less funds holding
Funds holding: 3,589 → 3,511 (-78)
15% less first-time investments, than exits
New positions opened: 153 | Existing positions closed: 181
26% less funds holding in top 10
Funds holding in top 10: 513 → 378 (-135)
36% less call options, than puts
Call options by funds: $4.85B | Put options by funds: $7.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.22B |
| 2 |
BlackRock
New York
|
+$1.39B |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1B |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$516M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$388M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$3.1B |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.36B |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$807M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$784M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$688M |
JPM Hedge Fund Activity: Q1 2022 in Review
3,511 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2022, worth a combined $322B — down 2.1% from $329B a quarter earlier.
Sellers outnumbered buyers: 181 funds closed out of JPM and 153 opened new positions — a net loss of 28 holders — while 1,275 trimmed existing stakes and 1,772 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $2.22B. The largest seller was Capital World Investors, cutting an estimated $3.1B.
- 3,511 institutional investors held JPMorgan Chase (JPM) as of Q1 2022, down from 3,589 in Q4 2021.
- Funds reported $322B of JPMorgan Chase stock for Q1 2022, down 2.1% quarter-over-quarter.
- 153 funds opened new JPMorgan Chase positions in Q1 2022 and 181 closed out, a net change of -28 holders.
- The largest JPMorgan Chase buyer in Q1 2022 was T. Rowe Price Associates, an estimated $2.22B added.
- The largest JPMorgan Chase seller in Q1 2022 was Capital World Investors, an estimated $3.1B sold.
Based on aggregated 13F filings for Q1 2022.