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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 %
HR
551
Howe & Rusling
New York
$23.6M -$360K -2,642 -2%
WBG
552
Wharton Business Group
Pennsylvania
$23.6M +$159K +1,167 +0.7%
MCM
553
Maple Capital Management
Vermont
$23.6M +$504K +3,696 +2%
CP
554
Cumberland Partners
Ontario, Canada
$23.5M -$7.52M -55,178 -24%
DWM
555
Doyle Wealth Management
Florida
$23.5M +$692K +5,076 +3%
KIA
556
KCM Investment Advisors
California
$23.5M +$288K +2,116 +1%
NMERB
557
New Mexico Educational Retirement Board
New Mexico
$23.4M -$1.46M -10,700 -6%
RC
558
Randolph Company
Ohio
$23.4M -$513K -3,762 -2%
DDPIC
559
Deroy & Devereaux Private Investment Counsel
Michigan
$23.3M +$320K +2,351 +1%
TAM
560
Tocqueville Asset Management
New York
$23.3M +$1.49M +10,902 +7%
WAM
561
Wilsey Asset Management
California
$23.3M +$1.3M +9,520 +6%
TNB
562
Thomasville National Bank
Georgia
$23.3M -$324K -2,376 -1%
BCM
563
BTR Capital Management
California
$23.3M +$178K +1,309 +0.8%
CIA
564
Capital Investment Advisors
Georgia
$23.2M +$1.73M +12,718 +8%
CA
565
Cullinan Associates
Kentucky
$23.2M +$1.97M +14,438 +9%
AAP
566
Aristotle Atlantic Partners
Florida
$23.2M -$251K -1,843 -1%
CWM
567
Congress Wealth Management
Massachusetts
$23.1M +$384K +2,817 +2%
AWM
568
Absher Wealth Management
North Carolina
$23M +$4.57M +33,534 +25%
LBC
569
Lowe Brockenbrough & Co
Virginia
$22.8M +$82.2K +603 +0.4%
AIM
570
Achmea Investment Management
Netherlands
$22.7M -$3.19M -23,423 -12%
BONST
571
Bank of Nova Scotia Trust
Ontario, Canada
$22.6M -$5.06M -37,104 -18%
BAAM
572
Baker Avenue Asset Management
California
$22.5M -$458K -3,359 -2%
MCI
573
McDonald Capital Investors
California
$22.3M -$6.41K -47 -0%
ONB
574
Old National Bancorp
Indiana
$22.3M -$814K -5,969 -4%
CAM
575
Carret Asset Management
New York
$22.3M +$109K +799 +0.5%
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