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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 %
ACH
426
ArrowMark Colorado Holdings
Colorado
$34.9M -$1.04M -7,600 -3%
TAM
427
Taurus Asset Management
New York
$34.8M +$64.2K +471 +0.2%
Vontobel Holding
428
Vontobel Holding
Switzerland
$34.5M +$8.77M +62,381 +34%
ST
429
Sabal Trust
Florida
$34.5M +$547K +4,011 +2%
CA
430
Capitolis Advisors
New York
$34.4M -$45.4M -333,141 -57%
WSFS
431
Wilmington Savings Fund Society
Delaware
$34.3M -$2.36M -17,346 -6%
BFS
432
Baskin Financial Services
Ontario, Canada
$34M -$175K -1,282 -0.5%
FNT
433
First National Trust
Pennsylvania
$33.8M +$1.5M +11,003 +5%
Cetera Investment Advisers
434
Cetera Investment Advisers
Illinois
$33.6M +$2.2M +16,132 +7%
CIP
435
Chartwell Investment Partners
Pennsylvania
$33.6M -$228K -1,673 -0.7%
SAM
436
Securian Asset Management
Minnesota
$33.5M -$450K -3,302 -1%
ATC
437
Argent Trust Co
Tennessee
$33.4M +$219K +1,608 +0.7%
MHC
438
Meyer Handelman Company
New York
$33.3M +$69.7K +511 +0.2%
JAFL
439
Jay A. Fishman Ltd
Michigan
$33.1M +$366K +2,682 +1%
Daiwa Securities Group
440
Daiwa Securities Group
Japan
$33.1M -$6.11M -44,846 -16%
SWP
441
Stratos Wealth Partners
Ohio
$33M +$1.31M +9,611 +4%
Capstone Investment Advisors
442
Capstone Investment Advisors
New York
$33M +$32.7M +240,066 +14,436%
CS
443
Cannell & Spears
New York
$32.8M +$470K +3,448 +1%
ESBC
444
E.S. Barr & Co
Kentucky
$32.8M +$210K +1,542 +0.6%
AIMCA
445
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$32.4M -$23.3M -171,283 -42%
Simplex Trading
446
Simplex Trading
Illinois
$32.4M +$32.4M +237,704 New
CAG
447
Crestwood Advisors Group
Massachusetts
$32.4M -$729K -5,347 -2%
X
448
Xponance
Pennsylvania
$32.3M -$2.15M -15,771 -6%
BB
449
Busey Bank
Illinois
$32.2M -$1.56M -11,421 -5%
ISL
450
Ingalls & Snyder LLC
New York
$32.1M +$3.11M +22,805 +11%
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