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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 %
FNFDCM
776
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.9M +$172K +1,263 +1%
QIM
777
Quest Investment Management
Oregon
$12.8M +$71.3K +523 +0.6%
ASN
778
Advisory Services Network
Georgia
$12.8M -$384K -2,813 -3%
Carson Wealth (CWM LLC)
779
Carson Wealth (CWM LLC)
Nebraska
$12.8M +$1.61M +11,830 +14%
SIA
780
Sit Investment Associates
Minnesota
$12.8M -$13.1M -96,258 -51%
BFEC
781
Benjamin F. Edwards & Company
Missouri
$12.8M +$1.92M +14,062 +18%
PAG
782
Private Advisory Group
Washington
$12.8M +$1.55M +11,354 +14%
CBOR
783
Community Bank of Raymore
Missouri
$12.7M +$133K +975 +1%
LNB
784
Ledyard National Bank
$12.7M +$762K +5,590 +6%
CBB
785
Citizens Business Bank
California
$12.7M +$640K +4,698 +5%
CSUI
786
Cincinnati Specialty Underwriters Insurance
Ohio
$12.7M – – –
CCC
787
Cincinnati Casualty Company
Ohio
$12.7M – – –
BFA
788
Bragg Financial Advisors
North Carolina
$12.6M +$696K +5,107 +6%
RWP
789
RWA Wealth Partners
Massachusetts
$12.5M +$280K +2,052 +2%
AC
790
Allstate Corporation
Illinois
$12.5M -$19M -139,432 -60%
Parallax Volatility Advisers
791
Parallax Volatility Advisers
California
$12.5M +$12.5M +91,507 New
Marshall Wace
792
Marshall Wace
United Kingdom
$12.5M -$196M -1,439,304 -94%
RPC
793
Rossmore Private Capital
Connecticut
$12.4M +$43.5K +319 +0.4%
WSTAM
794
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M +$465K +3,783 +4%
RIM
795
Regent Investment Management
Kentucky
$12.4M -$151K -1,110 -1%
KCM
796
Kornitzer Capital Management
Kansas
$12.3M -$546K -4,007 -4%
EWM
797
Endurance Wealth Management
Rhode Island
$12.3M -$3.22M -23,657 -21%
SHGA
798
Sand Hill Global Advisors
California
$12.3M +$471K +3,455 +4%
CFC
799
Cincinnati Financial Corp
Ohio
$12.3M – – –
MYAM
800
Meiji Yasuda Asset Management
Japan
$12.3M -$1.67M -12,218 -12%
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