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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 %
NCM
626
Noesis Capital Mangement
Florida
$18.6M +$527K +3,867 +3%
EIP
627
Easterly Investment Partners
Massachusetts
$18.5M -$619K -4,542 -3%
VV
628
Verity & Verity
South Carolina
$18.5M +$1.13M +8,287 +7%
SFA
629
Sequoia Financial Advisors
Ohio
$18.4M +$5.62M +41,252 +44%
FAB
630
First American Bank
Illinois
$18.4M -$1.48M -10,884 -7%
FMLI
631
Fukoku Mutual Life Insurance
Japan
$18.3M -$1.67M -12,241 -8%
Jones Financial Companies
632
Jones Financial Companies
Missouri
$18.1M +$265K +1,947 +1%
BOTW
633
Bank of the West
California
$18.1M +$40.8K +299 +0.2%
MC
634
Moors & Cabot
Massachusetts
$18.1M +$689K +5,051 +4%
UAS
635
United Asset Strategies
New York
$18.1M +$983K +7,208 +6%
LCM
636
Logan Capital Management
Pennsylvania
$18M -$13.4K -98 -0.1%
AAS
637
Avantax Advisory Services
Texas
$18M +$931K +6,833 +5%
FPCG
638
Fort Pitt Capital Group
Pennsylvania
$17.8M +$2.81M +20,591 +19%
HLCM
639
Hi-Line Capital Management
South Dakota
$17.8M +$195K +1,432 +1%
NMIMC
640
Northwestern Mutual Investment Management Company
Wisconsin
$17.7M -$2.49M -18,260 -12%
ACA
641
Aptus Capital Advisors
Alabama
$17.6M +$2.72M +19,984 +18%
KCM
642
Kanawha Capital Management
Virginia
$17.6M +$352K +2,579 +2%
CA
643
Callahan Advisors
Texas
$17.6M +$351K +2,574 +2%
AUB
644
Atlantic Union Bankshares
Virginia
$17.5M +$6.13K +45 +0%
MC
645
Middleton & Co
Massachusetts
$17.4M -$8.45K -62 -0%
AFG
646
Albion Financial Group
Utah
$17.4M -$46.1K -338 -0.3%
SCA
647
Stonebridge Capital Advisors
Minnesota
$17.3M +$1.17M +8,571 +7%
ICP
648
Ironvine Capital Partners
Nebraska
$17.3M -$238K -1,747 -1%
WorldQuant Millennium Advisors
649
WorldQuant Millennium Advisors
New York
$17.3M +$2.12M +15,587 +14%
JMFC
650
J.M. Forbes & Co
Massachusetts
$17.2M -$24.9K -183 -0.1%
24 25
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