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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 %
FHB
951
First Hawaiian Bank
Hawaii
$9.01M -$395K -2,901 -4%
WF
952
WoodTrust Financial
Wisconsin
$9M +$585K +4,288 +7%
VC
953
Vestor Capital
Illinois
$8.98M -$11.8M -86,260 -57%
GL
954
Graypoint LLC
New York
$8.97M +$435K +3,189 +5%
SC
955
Skylands Capital
Wisconsin
$8.94M +$259K +1,900 +3%
WIS
956
Wright Investors Service
Connecticut
$8.92M +$247K +1,810 +3%
TWMP
957
Taylor Wealth Management Partners
Massachusetts
$8.89M -$266K -1,953 -3%
SBF
958
Sara-Bay Financial
Florida
$8.88M +$62.4K +458 +0.7%
PWW
959
Pettyjohn Wood & White
Virginia
$8.87M +$114K +835 +1%
WC
960
Woodstock Corp
Massachusetts
$8.86M +$780K +5,723 +10%
PT
961
Plimoth Trust
Massachusetts
$8.83M +$104K +766 +1%
PTB
962
Pioneer Trust Bank
Oregon
$8.8M +$10.4K +76 +0.1%
SCA
963
Spearhead Capital Advisors
Florida
$8.77M +$416K +3,053 +5%
MNBTD
964
Moody National Bank Trust Division
Texas
$8.77M -$966K -7,089 -10%
XWM
965
Xcel Wealth Management
Florida
$8.72M +$999K +7,325 +13%
JWM
966
JGP Wealth Management
Oregon
$8.71M +$49.7K +372 +0.6%
BFO
967
Boston Family Office
Massachusetts
$8.69M +$15.5K +114 +0.2%
FM
968
Foster & Motley
Ohio
$8.68M -$138K -1,013 -2%
HBT
969
Hills Bank & Trust
Iowa
$8.66M -$11.3K -83 -0.1%
VFM
970
Viking Fund Management
North Dakota
$8.66M +$1.29M +9,500 +18%
FA
971
Fagan Associates
New York
$8.63M +$70.8K +519 +0.8%
OSNBOA
972
Old Second National Bank of Aurora
Illinois
$8.6M -$610K -4,478 -7%
SLI
973
Sumitomo Life Insurance
Japan
$8.59M +$1.56M +11,460 +22%
CAC
974
Core Alternative Capital
Georgia
$8.59M -$811K -5,952 -9%
CC
975
Chicago Capital
Illinois
$8.58M +$21.8K +160 +0.3%
37 38
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