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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 %
MGIA
826
Moneta Group Investment Advisors
Missouri
$11.7M +$5.79M +42,471 +98%
HCM
827
Hilton Capital Management
New York
$11.7M +$30.4K +223 +0.3%
IAN
828
Integrated Advisors Network
Texas
$11.7M +$291K +2,133 +3%
PAM
829
Peak Asset Management
Colorado
$11.7M +$116K +848 +1%
FFM
830
Forum Financial Management
Illinois
$11.7M +$335K +2,454 +3%
AF
831
Alerus Financial
North Dakota
$11.7M -$95.3K -699 -0.8%
TCBWMS
832
Texas Capital Bank Wealth Management Services
Texas
$11.6M +$1.65M +12,097 +17%
MIC
833
Means Investment Company
Maine
$11.6M +$458K +3,360 +4%
CAM
834
Close Asset Management
United Kingdom
$11.6M – – –
LWM
835
Lyell Wealth Management
California
$11.6M -$89.3K -655 -0.8%
MC
836
Miramar Capital
Illinois
$11.5M +$3.73M +27,330 +48%
HFS
837
Haverford Financial Services
Pennsylvania
$11.5M +$773K +5,672 +7%
RBA
838
Richard Bernstein Advisors
New York
$11.5M – – –
BHWM
839
Bar Harbor Wealth Management
New Hampshire
$11.5M -$85.1K -624 -0.7%
GP
840
Girard Partners
Pennsylvania
$11.4M +$693K +5,083 +6%
JAM
841
JCIC Asset Management
Ontario, Canada
$11.4M -$211K -1,546 -2%
TW
842
Transform Wealth
Colorado
$11.3M +$76.5K +561 +0.7%
GWM
843
Geneos Wealth Management
Colorado
$11.3M -$532K -3,900 -5%
PTC
844
Private Trust Company
Ohio
$11.3M -$568K -4,168 -5%
CP
845
Corbenic Partners
Pennsylvania
$11.3M +$4.17M +30,588 +59%
KHLMTHM
846
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$11.3M – – –
BFIM
847
Beese Fulmer Investment Management
Ohio
$11.2M +$55.8K +409 +0.5%
CCFCSB
848
Cape Cod Five Cents Savings Bank
Massachusetts
$11.2M +$51.9K +381 +0.5%
CCG
849
Cypress Capital Group
Florida
$11.2M +$76.7K +563 +0.7%
PA
850
Profund Advisors
Maryland
$11.2M -$1.32M -9,670 -11%
32 33
34
35 36