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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 %
PWP
451
Private Wealth Partners
California
$32M +$51.1K +375 +0.2%
SYBT
452
Stock Yards Bank & Trust
Kentucky
$31.9M +$90.1K +661 +0.3%
WG
453
Welch Group
Alabama
$31.7M +$25.6M +188,102 +422%
NP
454
NS Partners
United Kingdom
$31.5M -$1.25M -9,199 -4%
CS
455
Central Securities
New York
$31.4M – – –
BSA
456
Braun Stacey Associates
New York
$31.3M -$5.01M -36,757 -14%
CCM
457
Covington Capital Management
California
$31.2M +$2.2M +16,167 +8%
EMPI
458
Elo Mutual Pension Insurance
Finland
$31.1M +$419K +3,071 +1%
MSRPS
459
Maryland State Retirement & Pension System
Maryland
$31M +$244K +1,792 +0.8%
GI
460
Gradient Investments
Minnesota
$30.9M -$260K -1,904 -0.8%
FFA
461
First Foundation Advisors
California
$30.9M +$2.68M +19,666 +10%
ACA
462
Anchor Capital Advisors
Massachusetts
$30.9M -$1.79M -13,163 -5%
HSA
463
HBK Sorce Advisory
Pennsylvania
$30.8M -$761K -5,580 -2%
CSIC
464
Clifford Swan Investment Counsel
California
$30.8M +$415K +3,047 +1%
RIG
465
Roosevelt Investment Group
New York
$30.5M +$756K +5,547 +3%
CFIA
466
Cantor Fitzgerald Investment Advisors
New York
$30.3M +$13.6M +99,636 +81%
HCMT
467
Highland Capital Management (Tennessee)
Tennessee
$30.1M +$139K +1,018 +0.5%
HIMC
468
Heritage Investors Management Corp
Maryland
$29.8M +$568K +4,170 +2%
SBCM
469
Schwerin Boyle Capital Management
Massachusetts
$29.8M -$348K -2,550 -1%
MAA
470
Matrix Asset Advisors
New York
$29.8M +$367K +2,690 +1%
LCS
471
Levin Capital Strategies
New York
$29.7M -$2.96M -21,735 -9%
MCM
472
Mill Capital Management
North Carolina
$29.7M +$2.62M +19,201 +10%
PI
473
PFS Investments
Georgia
$29.6M +$328K +2,408 +1%
JIC
474
Johnson Investment Counsel
Ohio
$29.6M -$1.5M -11,004 -5%
CA
475
Cornerstone Advisors
North Carolina
$29.6M -$5.45M -40,000 -16%
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