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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 %
DMIC
601
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.3M +$870K +6,383 +4%
WAS
602
Wesleyan Assurance Society
United Kingdom
$20.1M -$341K -2,500 -2%
BPC
603
Banque Pictet & Cie
Switzerland
$20M -$1.27M -9,333 -6%
B
604
Bailard
California
$19.9M +$182K +1,337 +0.9%
LS
605
Livforsakringsbolaget Skandia
Sweden
$19.9M +$177K +1,300 +0.9%
VIM
606
Vancity Investment Management
British Columbia, Canada
$19.8M -$633K -4,642 -3%
NB
607
Norinchukin Bank
Japan
$19.8M +$2.9M +21,273 +17%
AWS
608
Atria Wealth Solutions
New York
$19.7M +$19.7M +144,833 New
OSAM
609
O'Shaughnessy Asset Management
Connecticut
$19.7M +$1.36M +10,003 +7%
LMIM
610
Lockheed Martin Investment Management
Maryland
$19.6M +$3.39M +24,860 +21%
PP
611
Patten & Patten
Tennessee
$19.5M +$31.2K +229 +0.2%
RMC
612
Resources Management Corp
Connecticut
$19.5M +$45.5K +334 +0.2%
USCWA
613
U.S. Capital Wealth Advisors
Texas
$19.4M +$1.29M +9,439 +7%
PAM
614
Private Asset Management
California
$19.3M -$405K -2,969 -2%
NCM
615
Narwhal Capital Management
Georgia
$19.3M +$278K +2,041 +1%
PCM
616
Parsons Capital Management
Rhode Island
$19.3M +$125K +916 +0.7%
CAM
617
Cresset Asset Management
Illinois
$19.1M -$3.24M -23,755 -15%
BBVA
618
Banco Bilbao Vizcaya Argentaria
Spain
$18.9M -$7.25M -52,780 -28%
BG
619
Bollard Group
Massachusetts
$18.8M +$18.1K +133 +0.1%
MCM
620
Maryland Capital Management
Maryland
$18.8M +$2.18M +15,968 +13%
CCMD
621
Cypress Capital Management (Delaware)
Delaware
$18.8M -$85.7K -629 -0.5%
BBA
622
BLB&B Advisors
Pennsylvania
$18.7M +$487K +3,570 +3%
ZCM
623
Ziegler Capital Management
Illinois
$18.7M -$8.52M -62,722 -31%
BCV
624
Banque Cantonale Vaudoise
Switzerland
$18.7M -$335K -2,454 -2%
CIM
625
Courant Investment Management
Tennessee
$18.6M – – –
23 24
25
26 27