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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 %
PCM
351
Penserra Capital Management
California
$49M +$13.5M +99,185 +38%
WBC
352
Westpac Banking Corp
Australia
$48.6M -$7.62M -55,912 -14%
VDI
353
Vaughan David Investments
Illinois
$48.4M +$200K +1,464 +0.4%
CI
354
Conning Inc
Connecticut
$47.9M +$2.82M +20,716 +6%
SF
355
Synovus Financial
Georgia
$47.7M -$1.91M -14,000 -4%
CI
356
Cambiar Investors
Colorado
$47.5M +$2.15M +15,756 +5%
Impax Asset Management Group
357
Impax Asset Management Group
United Kingdom
$47.2M +$4.66M +34,177 +11%
DADC
358
D.A. Davidson & Co
Montana
$47.1M -$4.4M -32,253 -9%
BF
359
BOK Financial
Oklahoma
$47M -$7.19M -52,778 -13%
WI
360
Wafra Inc
New York
$46.5M -$30.5M -223,945 -40%
VRS
361
Virginia Retirement Systems
Virginia
$46.4M – – –
GFI
362
Global Frontier Investments
South Carolina
$46.2M – – –
PWP
363
Principle Wealth Partners
Connecticut
$46.1M +$488K +3,582 +1%
CPSAC
364
Chas P. Smith & Associates (CPS)
Florida
$46M +$1.22M +8,943 +3%
FP
365
Foundry Partners
Minnesota
$45.2M -$926K -6,795 -2%
PMG
366
Private Management Group
California
$44.8M +$1.9M +13,906 +4%
ZIG
367
Zurich Insurance Group
Switzerland
$44.8M +$41M +300,563 +1,081%
FT
368
Fiduciary Trust
Massachusetts
$44.4M +$513K +3,766 +1%
LWCA
369
Locust Wood Capital Advisers
New York
$44.2M +$459K +3,366 +1%
SI
370
Stephens Inc
Arkansas
$44.1M +$4.01M +29,408 +10%
IAIM
371
Industrial Alliance Investment Management
Quebec, Canada
$43.8M +$6.3M +46,179 +17%
ACI
372
Alpha Cubed Investments
California
$43.7M +$7.35M +53,907 +20%
PP
373
Palladium Partners
Virginia
$43.7M -$356K -2,611 -0.8%
RJT
374
Raymond James Trust
Florida
$43.4M +$378K +2,770 +0.9%
CCMG
375
Clark Capital Management Group
Pennsylvania
$43.3M -$40M -293,077 -48%
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