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 %
NSEDCP
851
NJ State Employees Deferred Compensation Plan
New Jersey
$11.2M – – –
TCM
852
Twin Capital Management
Pennsylvania
$11.1M -$1.83M -13,415 -14%
SGA
853
Strategic Global Advisors
California
$11.1M +$524K +3,846 +5%
IP
854
Interval Partners
New York
$11M +$11M +80,993 New
ECG
855
Edge Capital Group
Georgia
$11M -$2.01M -14,712 -15%
BCM
856
Brookstone Capital Management
Illinois
$11M -$1.17M -8,771 -10%
FC
857
Ferris Capital
Massachusetts
$10.9M – – –
EARNEST Partners
858
EARNEST Partners
Georgia
$10.9M +$702K +5,148 +7%
JWBC
859
J.W. Burns & Co
New York
$10.9M -$195K -1,433 -2%
GAI
860
General American Investors
New York
$10.9M – – –
CC
861
Courier Capital
New York
$10.9M -$603K -4,425 -5%
WAM
862
Winslow Asset Management
Ohio
$10.9M -$114K -838 -1%
Nomura Holdings
863
Nomura Holdings
Japan
$10.9M +$1.79M +13,254 +20%
IIM
864
Intact Investment Management
Quebec, Canada
$10.9M -$286K -2,100 -3%
GH
865
GAM Holding
Switzerland
$10.8M +$1.68M +12,339 +18%
ACM
866
Ardent Capital Management
Ohio
$10.8M +$309K +2,267 +3%
1SB
867
1ST Source Bank
Indiana
$10.8M +$115K +841 +1%
GAB
868
German American Bancorp
Indiana
$10.8M +$22.5K +165 +0.2%
HVIA
869
Hudson Valley Investment Advisors
New York
$10.8M -$409K -2,998 -4%
HAI
870
Hennessy Advisors Inc
California
$10.7M +$3.63M +26,600 +51%
IA
871
IFP Advisors
Florida
$10.7M +$3.51M +41,136 +49%
SFI
872
Siemens Fonds Invest
Germany
$10.6M -$80.2K -588 -0.7%
TIM
873
Thompson Investment Management
Wisconsin
$10.6M +$6.41K +47 +0.1%
DCM
874
Dupont Capital Management
Delaware
$10.6M -$5.19M -38,039 -33%
EVM
875
Evelyn V. Moreno
$10.6M +$345K +2,530 +3%
33 34
35
36 37