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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 %
Acadian Asset Management
726
Acadian Asset Management
Massachusetts
$14.1M -$6.42M -47,116 -31%
SHFA
727
SS&H Financial Advisors
Michigan
$14.1M +$14.1M +103,317 New
BBI
728
Baxter Bros Inc
Connecticut
$14.1M +$20.2K +148 +0.1%
RCP
729
Rothschild Capital Partners
New York
$14M -$582K -4,267 -4%
VAS
730
Vestmark Advisory Solutions
Massachusetts
$14M +$1.76M +12,887 +14%
NCM
731
Novare Capital Management
North Carolina
$14M -$166K -1,218 -1%
SBIA
732
Sheaff Brock Investment Advisors
Indiana
$14M +$202K +1,479 +1%
IC
733
Inverness Counsel
New York
$14M +$2.69M +19,769 +24%
TYCC
734
Texas Yale Capital Corp
Florida
$14M -$55.1K -404 -0.4%
NB
735
NBT Bank
New York
$13.9M -$268K -1,966 -2%
AIA
736
AGF Investments America
Ontario, Canada
$13.9M +$6.65M +48,746 +91%
ERIC
737
Eagle Rock Investment Company
Georgia
$13.9M -$280K -2,054 -2%
VPIM
738
Vanguard Personalized Indexing Management
California
$13.9M +$3.83M +28,093 +38%
NW
739
NewEdge Wealth
Pennsylvania
$13.8M +$3.64M +26,700 +36%
WS
740
Wedbush Securities
California
$13.8M +$1.12M +8,189 +9%
WIM
741
Waverton Investment Management
United Kingdom
$13.8M +$59K +433 +0.4%
PFS
742
Prospera Financial Services
Texas
$13.8M -$1.43M -10,497 -9%
FFBTD
743
First Financial Bank - Trust Division
Ohio
$13.7M +$343K +2,515 +3%
DT
744
Diversified Trust
Tennessee
$13.7M +$1.5M +11,010 +12%
CS
745
Clear Street
New York
$13.6M +$13.6M +100,068 New
O
746
Ossiam
France
$13.6M -$1.83M -13,394 -12%
Wolverine Trading
747
Wolverine Trading
Illinois
$13.6M +$2.77M +19,677 +26%
SCA
748
Snowden Capital Advisors
New York
$13.5M +$5.98M +43,859 +79%
ALAM
749
Asahi Life Asset Management
Japan
$13.5M -$42.8K -314 -0.3%
CIA
750
CCM Investment Advisers
South Carolina
$13.5M -$56.2K -412 -0.4%
28 29
30
31 32