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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 %
Squarepoint
501
Squarepoint
New York
$27.7M +$6.93M +50,866 +33%
DJSG
502
D.J. St. Germain
Massachusetts
$27.6M +$208K +1,527 +0.8%
CTA
503
Chesley Taft & Associates
Illinois
$27.5M -$37.2K -283 -0.1%
AWM
504
AE Wealth Management
Kansas
$27.4M -$1.14M -8,395 -4%
CI
505
Capital International
California
$27.2M -$8.95M -65,627 -25%
EAM
506
Erste Asset Management
Austria
$27.2M -$14.1M -100,659 -34%
SSWM
507
Smith Salley Wealth Management
North Carolina
$27M +$242K +1,776 +0.9%
SIC
508
Salem Investment Counselors
North Carolina
$27M +$42.4K +311 +0.2%
CIS
509
Capital International Sarl
California
$26.9M -$3.3M -24,235 -11%
CGH
510
Crossmark Global Holdings
Texas
$26.9M -$1.6M -11,773 -6%
SRC
511
Shufro Rose & Co
New York
$26.8M -$541K -3,970 -2%
CA
512
Cetera Advisors
Colorado
$26.4M +$774K +5,681 +3%
FSA
513
Franklin Street Advisors
North Carolina
$26.3M -$4.47M -32,824 -15%
LG
514
LaFleur & Godfrey
Michigan
$26.2M +$392K +2,872 +2%
AI
515
Atria Investments
North Carolina
$26.1M +$1.14M +8,365 +5%
Wealthfront Advisers
516
Wealthfront Advisers
California
$25.7M -$2.13M -15,627 -8%
CTI
517
Community Trust & Investment
Kentucky
$25.7M +$651K +4,772 +3%
KRS
518
Kentucky Retirement Systems
Kentucky
$25.7M +$1.13M +8,318 +5%
SFM
519
Soros Fund Management
New York
$25.6M +$23.8M +174,400 +1,331%
JCM
520
Janney Capital Management
Pennsylvania
$25.5M -$3.54K -26 -0%
MIS
521
Morningstar Investment Services
Illinois
$25.4M -$39.3K -279 -0.2%
CTC
522
Central Trust Company
Missouri
$25.2M -$113K -829 -0.4%
Lido Advisors
523
Lido Advisors
California
$25.2M +$4.07M +29,825 +19%
NMIFOAC
524
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$25.2M -$5.86M -43,000 -19%
FNBT
525
FineMark National Bank & Trust
Florida
$25.2M +$366K +2,688 +1%
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