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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 %
MAM
376
Madison Asset Management
Wisconsin
$43.3M -$420K -3,078 -1%
WB
377
WesBanco Bank
West Virginia
$43.2M +$323K +2,369 +0.8%
Ninety One (UK)
378
Ninety One (UK)
United Kingdom
$43.1M +$17.7M +129,542 +69%
UH
379
Unigestion Holding
Switzerland
$42.2M +$760K +5,407 +2%
PSUF
380
People's United Financial
Connecticut
$42M -$9.06M -66,467 -18%
DCM
381
Donaldson Capital Management
Indiana
$41.9M +$334K +2,453 +0.8%
BTCPP
382
Border to Coast Pensions Partnership
United Kingdom
$41.9M -$3.93M -28,896 -9%
EB
383
Eastern Bank
Massachusetts
$41.9M -$2.94M -21,576 -7%
CIC
384
Carnegie Investment Counsel
Ohio
$41.7M -$11.6K -85 -0%
PFM
385
Parsec Financial Management
North Carolina
$41.6M -$268K -1,964 -0.6%
First Manhattan
386
First Manhattan
New York
$41.3M +$6.22M +45,628 +18%
AA
387
Ancora Advisors
Ohio
$41.2M -$85.6K -628 -0.2%
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$41.2M +$2.33M +17,058 +6%
BIAS
389
Beacon Investment Advisory Services
New Jersey
$40.9M -$14.2K -104 -0%
BPWM
390
Badgley Phelps Wealth Managers
Washington
$40.9M -$261K -1,916 -0.6%
ACM
391
Advisors Capital Management
New Jersey
$40.3M +$2.14M +15,731 +6%
AAM
392
Advisors Asset Management
Colorado
$40.2M -$4.51M -33,078 -10%
BIM
393
Bridges Investment Management
Nebraska
$40.1M -$57.4K -421 -0.1%
HIMCH
394
Hartford Investment Management Co (HIMCO)
Connecticut
$39.8M -$2.84M -20,844 -7%
CAI
395
Capital Advisors Inc
Oklahoma
$39.8M +$653K +4,788 +2%
WTC
396
WhitTier Trust Company
Nevada
$39.6M +$2.47M +18,088 +7%
DILIC
397
Dai-ichi Life Insurance Company
Japan
$39.2M -$391K -2,869 -1%
NSLI
398
Nan Shan Life Insurance
Taiwan
$39.1M -$7.81M -57,300 -17%
Mercer Global Advisors
399
Mercer Global Advisors
Colorado
$39M +$2.47M +18,110 +7%
RMA
400
Roffman Miller Associates
Pennsylvania
$38.9M -$533K -3,909 -1%
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