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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 %
OPCM
651
Osborne Partners Capital Management
California
$17.1M +$103K +753 +0.6%
ADEF
652
Adams Diversified Equity Fund
Maryland
$17M -$8.97M -65,800 -35%
FHA
653
First Horizon Advisors
Tennessee
$17M -$10.2M -74,972 -38%
VW
654
Vantage Wealth
California
$17M +$675K +4,950 +4%
FA
655
FDx Advisors
Illinois
$17M -$4.73M -34,686 -22%
ECM
656
Evergreen Capital Management
Washington
$17M +$582K +4,267 +4%
JIR
657
James Investment Research
Ohio
$17M -$2.15M -15,792 -11%
RC
658
RegentAtlantic Capital
New Jersey
$16.9M -$387K -2,836 -2%
NNPTE
659
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$16.9M +$16.9M +124,021 New
ECU
660
Eisler Capital (UK)
United Kingdom
$16.9M +$13.2M +96,810 +357%
CANC
661
Culbertson A N & Co
Virginia
$16.8M +$2.05M +15,005 +14%
TCM
662
Tufton Capital Management
Maryland
$16.8M -$230K -1,690 -1%
TSW
663
Thompson Siegel & Walmsley
Virginia
$16.8M +$273 +2 +0%
AIMC
664
Alley Investment Management Company
Illinois
$16.8M +$16.8M +123,120 New
CWM
665
Cabot Wealth Management
Massachusetts
$16.8M +$437K +3,206 +3%
HFS
666
Hantz Financial Services
Michigan
$16.6M +$2.34M +17,147 +16%
SCA
667
Stillwater Capital Advisors
Pennsylvania
$16.6M -$467K -3,428 -3%
PP
668
Prudential plc
United Kingdom
$16.6M +$9.17M +67,248 +124%
BCM
669
Bourgeon Capital Management
Connecticut
$16.5M +$1.08M +7,922 +7%
AP
670
Advisor Partners
California
$16.5M -$910K -6,672 -5%
GJCM
671
Grand Jean Capital Management
California
$16.5M -$3.51M -25,730 -18%
RC
672
RBO & Co
California
$16.4M -$30.9K -227 -0.2%
SAM
673
Socorro Asset Management
Texas
$16.4M +$2.59M +19,017 +19%
RAM
674
Rempart Asset Management
Canada
$16.4M +$57.3K +420 +0.4%
BAMF
675
BI Asset Management Fondsmaeglerselskab
Denmark
$16.3M -$15.7M -115,220 -49%
25 26
27
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