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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 %
PAIM
876
Punch & Associates Investment Management
Minnesota
$10.6M +$311K +2,279 +3%
SCP
877
Stamos Capital Partners
California
$10.5M +$3.58M +26,230 +52%
SB
878
Simmons Bank
Arkansas
$10.4M -$1.37M -10,013 -12%
SAM
879
Strategy Asset Managers
California
$10.4M +$704K +5,162 +7%
CCM
880
Compton Capital Management
Rhode Island
$10.4M -$83.2K -610 -0.8%
YL
881
YCG LLC
Texas
$10.4M +$11.5K +84 +0.1%
PAM
882
Palisade Asset Management
Minnesota
$10.3M +$512K +3,753 +5%
LNWWM
883
Laird Norton Wetherby Wealth Management
California
$10.3M +$116K +853 +1%
CB
884
Community Bank
New York
$10.3M +$181K +1,329 +2%
KWMG
885
King Wealth Management Group
Florida
$10.3M +$192K +1,406 +2%
WSCM
886
Wellington Shields Capital Management
New York
$10.3M +$6.26M +112,002 +157%
SAM
887
Security Asset Management
New York
$10.2M +$33.1K +243 +0.3%
ERIM
888
Eagle Ridge Investment Management
Connecticut
$10.2M +$209K +1,533 +2%
GIA
889
GHP Investment Advisors
Colorado
$10.2M +$223K +1,634 +2%
WCM
890
Whitener Capital Management
North Carolina
$10.2M +$251K +1,842 +3%
FM
891
Freemont Management
Switzerland
$10.1M -$4.5M -33,000 -31%
PI
892
Pettee Investors
Connecticut
$10.1M – – –
KWILP
893
Kiwi Wealth Investments Limited Partnership
New Zealand
$10.1M -$11.8M -86,229 -54%
CC
894
Constitution Capital
Connecticut
$10.1M +$2.58M +18,930 +35%
GT
895
Greenleaf Trust
Michigan
$10M +$1.14M +8,330 +13%
AMBIA
896
Allen Mooney & Barnes Investment Advisors
Georgia
$10M +$10M +73,540 New
BS
897
Boenning & Scattergood
Pennsylvania
$10M +$180K +1,324 +2%
SMFG
898
Sumitomo Mitsui Financial Group
Japan
$9.97M +$523K +3,840 +6%
IWC
899
Integrated Wealth Concepts
Massachusetts
$9.94M +$948K +6,956 +11%
GG
900
Greenwood Gearhart
Arkansas
$9.93M +$553K +4,058 +6%
34 35
36
37 38