JPM icon

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 %
TIP
801
Torray Investment Partners
Maryland
$12.2M -$2.56M -18,772 -17%
DWM
802
Dakota Wealth Management
Florida
$12.2M -$5.03M -36,932 -29%
DY
803
Dowling & Yahnke
California
$12.2M -$40.9K -300 -0.3%
CWM
804
Circle Wealth Management
New Jersey
$12.2M +$393K +2,880 +3%
LIM
805
Leavell Investment Management
Alabama
$12.2M -$35K -257 -0.3%
TCA
806
Transcend Capital Advisors
New Jersey
$12.1M +$253K +1,858 +2%
BBHC
807
Brown Brothers Harriman & Co
New York
$12.1M +$85.6K +628 +0.7%
BIC
808
Beach Investment Counsel
Pennsylvania
$12.1M -$5.44M -39,875 -31%
FG
809
Fiduciary Group
Georgia
$12M +$228K +1,927 +2%
TPCW
810
TD Private Client Wealth
New York
$12M -$302K -2,212 -2%
EAM
811
EULAV Asset Management
Florida
$12M -$954K -7,000 -7%
CIA
812
Choate Investment Advisors
Massachusetts
$12M -$334K -2,453 -3%
BIA
813
Biondo Investment Advisors
Pennsylvania
$12M +$142K +1,043 +1%
PAS
814
Park Avenue Securities
New York
$12M +$687K +5,039 +6%
BCM
815
BTC Capital Management
Iowa
$12M -$1.05M -7,690 -8%
TC
816
TownSquare Capital
Utah
$11.9M +$1.47M +10,802 +14%
KRSITF
817
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$11.9M +$1.14M +8,386 +11%
CCM
818
Cohen Capital Management
California
$11.8M +$7.77K +57 +0.1%
RP
819
Rice Partnership
Hawaii
$11.8M +$204K +1,496 +2%
SWM
820
Spire Wealth Management
Virginia
$11.8M -$19.4M -142,424 -62%
SIMG
821
Sonora Investment Management Group
Arizona
$11.8M +$649K +4,763 +6%
CJL
822
Cyrus J. Lawrence
New York
$11.8M +$11.8M +86,264 New
CC
823
Cannell & Co
New York
$11.8M -$116K -850 -1%
H
824
HoyleCohen
California
$11.8M +$87.7K +643 +0.8%
APA
825
American Portfolios Advisors
New York
$11.7M +$86.7K +636 +0.7%
31 32
33
34 35