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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 %
NIM
476
Northeast Investment Management
Massachusetts
$29.5M +$302K +2,217 +1%
MG
477
Markel Group
Virginia
$29.5M – – –
CAN
478
Cetera Advisor Networks
California
$29.3M -$707K -5,189 -2%
VVP
479
Venture Visionary Partners
Ohio
$29.3M +$199K +1,458 +0.7%
KFC
480
Klingenstein Fields & Co
New York
$29.2M -$39.5K -290 -0.1%
HW
481
Hancock Whitney
Mississippi
$28.9M -$540K -3,961 -2%
HCMG
482
Howard Capital Management Group
California
$28.8M -$89.7K -658 -0.3%
MLL
483
Moody Lynn & Lieberson
Massachusetts
$28.7M -$10.1M -74,179 -26%
Jane Street
484
Jane Street
New York
$28.6M +$2.55M +18,714 +10%
MME
485
Meag Munich Ergo
Germany
$28.5M – – –
FBA
486
Front Barnett Associates
Illinois
$28.5M -$204K -1,500 -0.7%
OA
487
Oak Associates
Ohio
$28.5M -$394K -2,890 -1%
SDIC
488
South Dakota Investment Council
South Dakota
$28.4M -$9.45M -69,346 -25%
MAM
489
Martingale Asset Management
Massachusetts
$28.4M +$23.5M +172,039 +471%
MIM
490
Manitou Investment Management
Ontario, Canada
$28.4M +$7.82M +57,369 +38%
GGS
491
Galvin Gaustad & Stein
Arizona
$28.3M +$939K +6,887 +3%
EGA
492
Eagle Global Advisors
Texas
$28.2M -$14.6K -107 -0.1%
NAM
493
NorthCrest Asset Manangement
Minnesota
$28.2M +$14.8M +108,886 +111%
BPCE
494
Bank Pictet & Cie (Europe)
Germany
$28.2M +$477K +3,500 +2%
MIA
495
MMBG Investment Advisors
Florida
$28.1M +$737K +5,407 +3%
BCI
496
Brinker Capital Investments
Pennsylvania
$28M -$2.3M -16,871 -8%
SPC
497
Stewart & Patten Company
California
$27.9M -$554K -4,064 -2%
ECM
498
Estabrook Capital Management
New York
$27.9M -$262K -1,921 -0.9%
LI
499
LMCG Investments
Massachusetts
$27.7M +$27.7M +203,512 New
OC
500
Oakworth Capital
Alabama
$27.7M +$2.07M +15,180 +8%
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