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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 %
GAM
926
Griffin Asset Management
New York
$9.54M +$366K +2,687 +4%
CCM
927
Copeland Capital Management
Pennsylvania
$9.53M -$25.4K -186 -0.3%
BCMO
928
Buckingham Capital Management (Ohio)
Ohio
$9.52M -$423K -3,105 -4%
TCM
929
Telos Capital Management
California
$9.52M +$339K +2,486 +4%
BMM
930
Buffington Mohr McNeal
Idaho
$9.47M +$177K +1,301 +2%
GLLW
931
Graves Light Lenhart Wealth
Virginia
$9.45M +$131K +959 +1%
WWM
932
Western Wealth Management
Colorado
$9.4M +$5.15M +37,812 +121%
MA
933
Mutual Advisors
Nebraska
$9.39M +$1.16M +8,532 +14%
PVH
934
Psagot Value Holdings
Israel
$9.39M -$1.72M -12,591 -15%
HT
935
Heritage Trust
Oklahoma
$9.35M +$36.1K +265 +0.4%
DAS
936
Dynamic Advisor Solutions
Arizona
$9.31M +$870K +6,380 +10%
HWM
937
HB Wealth Management
Georgia
$9.28M +$3.3M +24,202 +55%
WIC
938
Woodmont Investment Counsel
Tennessee
$9.27M +$722K +5,293 +8%
DBT
939
Dubuque Bank & Trust
Iowa
$9.25M -$468K -3,436 -5%
CPIG
940
Chicago Partners Investment Group
Illinois
$9.23M +$127K +1,058 +1%
LPT
941
Legacy Private Trust
Wisconsin
$9.22M -$20.6K -151 -0.2%
AAM
942
AR Asset Management
California
$9.21M -$68.2K -500 -0.7%
SCM
943
Schnieders Capital Management
California
$9.18M +$112K +820 +1%
PCA
944
Pallas Capital Advisors
Massachusetts
$9.17M +$699K +5,541 +8%
BOC
945
Barbara Oil Co
Illinois
$9.13M – – –
PWM
946
Perigon Wealth Management
California
$9.1M -$310K -2,277 -3%
ST
947
Spinnaker Trust
Maine
$9.1M +$145K +1,062 +2%
GL
948
Gemsstock Ltd
United Kingdom
$9.07M -$3.99M -29,300 -31%
HRC
949
Hoertkorn Richard Charles
$9.05M -$729K -5,350 -7%
CAM
950
Cypress Asset Management
Texas
$9.04M -$1.13M -8,264 -11%
36 37
38
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