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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 %
CK
901
Cohen Klingenstein
New York
$9.91M – – –
TCOT
902
Trust Company of Toledo
Ohio
$9.9M -$16.5K -121 -0.2%
RIM
903
Redpoint Investment Management
Australia
$9.9M -$34.6K -254 -0.3%
GVAG
904
Great Valley Advisor Group
Delaware
$9.88M -$1.56M -10,930 -14%
GC
905
Gratus Capital
Georgia
$9.88M +$422K +3,097 +4%
AWAG
906
ARS Wealth Advisors Group
Florida
$9.87M +$16.2K +119 +0.2%
SWM
907
Stockman Wealth Management
Montana
$9.85M +$885K +6,492 +10%
CAMG
908
CWA Asset Management Group
Florida
$9.84M -$1.08M -7,907 -10%
SWM
909
Segment Wealth Management
Texas
$9.83M +$743K +5,453 +8%
GIM
910
Goelzer Investment Management
Indiana
$9.82M +$2.26M +16,607 +30%
VWA
911
Visionary Wealth Advisors
Illinois
$9.82M +$215K +1,578 +2%
GC
912
Grimes & Company
Massachusetts
$9.8M +$1.23M +9,010 +14%
WPI
913
Walter Public Investments
Canada
$9.77M +$9.77M +78,929 New
1IA
914
1834 Investment Advisors
Wisconsin
$9.71M -$316K -2,321 -3%
DWM
915
Dorchester Wealth Management
Quebec, Canada
$9.7M +$3.04M +17,823 +46%
Credit Agricole
916
Credit Agricole
France
$9.7M -$3.25M -23,863 -25%
MFAM
917
Motley Fool Asset Management
Virginia
$9.69M +$9.69M +71,067 New
FTC
918
Farmers Trust Company
Ohio
$9.65M -$7.91K -58 -0.1%
EAMA
919
EFG Asset Management (Americas)
Florida
$9.65M -$4.69M -34,370 -33%
SIC
920
SFE Investment Counsel
California
$9.6M +$656K +4,814 +7%
TF
921
Tompkins Financial
New York
$9.6M +$727K +5,331 +8%
WIC
922
WealthBridge Investment Counsel
Alberta, Canada
$9.59M +$150K +1,100 +2%
ISB
923
Iowa State Bank
Iowa
$9.59M +$397K +2,913 +4%
SCM
924
Shelton Capital Management
Colorado
$9.58M +$37.2K +273 +0.4%
DLCIG
925
D.L. Carlson Investment Group
New Hampshire
$9.54M -$1M -7,360 -10%
35 36
37
38 39