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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 %
Viking Global Investors
676
Viking Global Investors
Connecticut
$16.3M +$16.3M +119,706 New
LW
677
Linscomb Wealth
Texas
$16.3M +$251K +1,841 +2%
FPCM
678
Financial Partners Capital Management
New York
$16.3M +$225K +1,653 +1%
BHIA
679
Birch Hill Investment Advisors
Massachusetts
$16.3M -$67.6K -496 -0.4%
PWP
680
Perfromance Wealth Partners
Illinois
$16.2M +$4M +29,317 +33%
CTC (Chicago Trading Company)
681
CTC (Chicago Trading Company)
Illinois
$16.2M +$16.2M +118,723 New
M
682
MOTCO
Texas
$16.2M +$278K +2,038 +2%
VFA
683
Valeo Financial Advisors
Indiana
$16.2M +$1.86M +16,401 +13%
FLII
684
First Long Island Investors
New York
$16M +$279K +2,044 +2%
BRWA
685
B. Riley Wealth Advisors
Florida
$15.9M +$1.38M +10,090 +9%
SAM
686
Shell Asset Management
Netherlands
$15.9M -$16.4M -120,131 -51%
WB
687
Webster Bank
Connecticut
$15.8M +$447K +3,282 +3%
OMC
688
Overbrook Management Corp
New York
$15.8M -$24K -176 -0.2%
SGK
689
Steigerwald Gordon & Koch
Virginia
$15.8M +$42.5K +312 +0.3%
EH
690
Equitable Holdings
New York
$15.8M +$1.8M +13,221 +13%
BWFA
691
Baltimore-Washington Financial Advisors
Maryland
$15.7M -$1.1M -7,217 -7%
FFM
692
Fullerton Fund Management
Singapore
$15.6M -$34.2M -250,895 -69%
AC
693
Addenda Capital
Quebec, Canada
$15.6M +$2.21M +16,229 +17%
KFP
694
KMG Fiduciary Partners
Ohio
$15.5M +$771K +5,654 +5%
AJ
695
Ashburton (Jersey)
Jersey
$15.5M -$193K -1,372 -1%
OCAM
696
Onex Canada Asset Management
Ontario, Canada
$15.4M +$644K +4,727 +4%
KPWS
697
Kestra Private Wealth Services
Texas
$15.4M +$152K +1,118 +1%
DMC
698
Drexel Morgan & Co
Pennsylvania
$15.4M +$136K +1,000 +0.9%
CWM
699
Curi Wealth Management
North Carolina
$15.3M -$2.33M -17,065 -13%
JPMIA
700
J.P. Marvel Investment Advisors
Massachusetts
$15.2M -$16.4K -120 -0.1%
26 27
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