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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 %
WTB
751
Washington Trust Bank
Washington
$13.5M +$354K +2,599 +3%
VCA
752
Verdence Capital Advisors
Maryland
$13.5M +$2.86M +20,987 +27%
IUHSA
753
Itau Unibanco Holding S.A.
Brazil
$13.5M -$12.7M -93,348 -49%
NEAM
754
New England Asset Management
Connecticut
$13.4M +$296K +2,170 +2%
TA
755
TruWealth Advisors
Louisiana
$13.4M +$325K +2,387 +2%
CSS
756
Cubist Systematic Strategies
Connecticut
$13.4M -$4.11M -30,153 -23%
PCIA
757
Prime Capital Investment Advisors
Kansas
$13.4M -$161K -1,019 -1%
NEI
758
Northwest & Ethical Investments
Ontario, Canada
$13.4M -$1.28M -9,361 -9%
YC
759
Yarbrough Capital
Tennessee
$13.3M +$273 +2 +0%
FAT
760
First American Trust
California
$13.3M +$491K +3,605 +4%
MA
761
Montag & Associates
Georgia
$13.3M -$1.07M -7,854 -7%
CA
762
Clearstead Advisors
Ohio
$13.3M +$739K +5,421 +6%
TC
763
Telemus Capital
Michigan
$13.3M +$720K +5,280 +6%
MCM
764
Murphy Capital Management
New Jersey
$13.3M -$334K -2,448 -2%
BCM
765
Bridgeway Capital Management
Texas
$13.3M -$11.8M -86,550 -47%
FCH
766
Freestone Capital Holdings
Washington
$13.2M +$567K +4,161 +4%
MOS
767
MGO One Seven
Ohio
$13.2M -$45.5K -334 -0.3%
NWM
768
Nicola Wealth Management
British Columbia, Canada
$13.2M +$1.34M +9,800 +11%
MSS
769
Mitchell Sinkler & Starr
Pennsylvania
$13.1M +$63.4K +465 +0.5%
FCBT
770
First Citizens Bank & Trust
North Carolina
$13.1M +$483K +3,546 +4%
LNC
771
Lincoln National Corp
Pennsylvania
$13.1M +$1.85M +13,604 +17%
WCMN
772
Westchester Capital Management (Nebraska)
Nebraska
$13M +$97.2K +713 +0.8%
PIM
773
Penobscot Investment Management
Massachusetts
$12.9M -$200K -1,470 -2%
TTWM
774
TCV Trust & Wealth Management
Virginia
$12.9M +$407K +2,985 +3%
EWM
775
Edge Wealth Management
New York
$12.9M +$374K +2,745 +3%
29 30
31
32 33