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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 %
PC
401
PM Capital
Australia
$38.8M +$5.17M +37,911 +15%
NSIM
402
North Star Investment Management
Illinois
$38.3M -$895K -6,566 -2%
VCM
403
Vigilant Capital Management
Maine
$38.3M +$1.68M +12,349 +5%
SM
404
Senvest Management
New York
$38.2M +$38.2M +280,000 New
BMSSC
405
B. Metzler seel. Sohn & Co
Germany
$37.7M +$337K +2,473 +0.9%
GC
406
Giverny Capital
Quebec, Canada
$37.7M +$1.26M +9,261 +3%
SGAM
407
Smith Group Asset Management
Texas
$37.6M -$3.49M -25,624 -8%
ZIC
408
ZWJ Investment Counsel
Georgia
$37.5M +$67.1K +492 +0.2%
MHI
409
Miller Howard Investments
New York
$37.5M +$37M +271,290 +7,563%
IG
410
ING Group
Netherlands
$37.2M -$95.2M -698,591 -72%
VIP
411
Vantage Investment Partners
Missouri
$37M +$262K +1,920 +0.7%
TAM
412
Todd Asset Management
Kentucky
$36.4M -$10.7M -78,704 -23%
JAM
413
Jupiter Asset Management
United Kingdom
$36.2M -$5.77M -42,349 -14%
FLPIM
414
F.L. Putnam Investment Management
Massachusetts
$36.2M -$99.8K -732 -0.3%
AIM
415
Avity Investment Management
Connecticut
$35.8M +$669K +4,907 +2%
CCM
416
Chilton Capital Management
Texas
$35.8M +$446K +3,272 +1%
FNBOO
417
First National Bank of Omaha
Nebraska
$35.8M -$877K -6,437 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
418
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$35.5M -$20M -146,632 -36%
CA
419
Commerzbank Aktiengesellschaft
Germany
$35.5M -$21.4M -157,068 -38%
CS
420
Candriam SCA
Luxembourg
$35.4M -$2.28M -16,728 -6%
NIM
421
Nexus Investment Management
Ontario, Canada
$35.3M +$79.7K +585 +0.2%
DWM
422
Destination Wealth Management
California
$35.3M +$13.1M +96,272 +59%
NLGIA
423
Nippon Life Global Investors Americas
New York
$35M -$5.48M -40,200 -14%
PWAG
424
Polaris Wealth Advisory Group
California
$35M +$25.4M +194,134 +267%
DRZID
425
DePrince Race & Zollo Inc (DRZ)
Florida
$34.9M +$34.9M +256,250 New
15 16
17
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