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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 %
DGAM
701
Desjardins Global Asset Management
Quebec, Canada
$15.2M +$3.68M +26,995 +32%
MIA
702
MainStreet Investment Advisors
Illinois
$15.2M +$107K +787 +0.7%
AF
703
Ally Financial
Michigan
$15.1M +$11M +81,000 +270%
GIM
704
Grassi Investment Management
California
$15M +$41.3K +303 +0.3%
AMI
705
Amica Mutual Insurance
Rhode Island
$15M +$459K +3,370 +3%
PNAA
706
Pictet North America Advisors
Switzerland
$14.8M -$335K -2,456 -2%
DP
707
Dearborn Partners
Illinois
$14.7M +$166K +1,216 +1%
CA
708
CSM Advisors
Pennsylvania
$14.7M -$1.43M -10,480 -9%
GCA
709
Guardian Capital Advisors
Ontario, Canada
$14.6M +$120K +913 +0.8%
WFMPM
710
Woodley Farra Manion Portfolio Management
Indiana
$14.6M -$862K -6,325 -6%
KPCM
711
Kings Point Capital Management
New York
$14.5M +$473K +3,467 +3%
SPC
712
Sigma Planning Corp
Michigan
$14.5M -$2.98M -21,860 -17%
AHC
713
Anderson Hoagland & Co
Missouri
$14.4M -$102K -747 -0.7%
LFM
714
LGT Fund Management
Liechtenstein
$14.4M +$5.89M +43,520 +70%
M2MC
715
Matthew 25 Management Corp
Pennsylvania
$14.3M – – –
Connor, Clark & Lunn Investment Management (CC&L)
716
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.3M -$53.6M -392,865 -79%
QC
717
Quadrature Capital
United Kingdom
$14.2M +$14.2M +104,528 New
AHC
718
Adell Harriman & Carpenter
Texas
$14.2M -$345K -2,529 -2%
CCP
719
Corient Capital Partners
California
$14.2M -$124K -913 -0.9%
KWM
720
Kingsview Wealth Management
Oregon
$14.2M -$9.27M -68,033 -39%
MWM
721
Meridian Wealth Management
Kentucky
$14.2M -$715K -5,245 -5%
CTA
722
Colonial Trust Advisors
South Carolina
$14.2M +$213K +1,562 +2%
UBV
723
United Bank (Virginia)
Virginia
$14.1M -$73.1K -536 -0.5%
CNC
724
Canandaigua National Corp
New York
$14.1M -$387K -2,841 -3%
WC
725
Whitney & Co
New York
$14.1M +$138K +1,013 +1%
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