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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 %
VM
976
Venator Management
Pennsylvania
$8.58M -$961K -7,050 -10%
BIM
977
Bridgecreek Investment Management
Oklahoma
$8.54M +$750K +5,500 +10%
VAS
978
Valicenti Advisory Services
New York
$8.52M +$39.7K +291 +0.5%
PA
979
Parallel Advisors
California
$8.52M +$1.05M +7,444 +14%
HCM
980
Harvey Capital Management
Florida
$8.5M -$658K -4,825 -7%
AWM
981
Altium Wealth Management
New York
$8.47M +$538K +3,948 +7%
FWTB
982
First Western Trust Bank
Colorado
$8.47M +$8.47M +60,263 New
HWAM
983
Hennion & Walsh Asset Management
New Jersey
$8.46M +$840K +6,160 +11%
WTFG
984
Wells Trecaso Financial Group
Ohio
$8.44M +$203K +1,489 +2%
ECM
985
Everence Capital Management
Indiana
$8.44M +$1.62M +11,880 +24%
OHIS
986
Oak Harvest Investment Services
Texas
$8.43M +$479K +3,516 +6%
SIC
987
Sigma Investment Counselors
Michigan
$8.42M +$125K +915 +2%
BAM
988
Boyar Asset Management
New York
$8.41M +$300K +2,197 +4%
Koshinski Asset Management
989
Koshinski Asset Management
Illinois
$8.39M +$673K +4,936 +9%
FNB
990
Farmers National Bank
Kentucky
$8.35M +$80.3K +589 +1%
CCM
991
Coldstream Capital Management
Washington
$8.31M -$722K -5,300 -8%
FWM
992
Frontier Wealth Management
Missouri
$8.3M -$244K -1,854 -3%
WAM
993
Wilson Asset Management
Australia
$8.29M +$8.29M +60,837 New
MCM
994
Mengis Capital Management
Oregon
$8.24M -$162K -1,185 -2%
IPW
995
Inlet Private Wealth
Florida
$8.24M +$24.4K +179 +0.3%
IWP
996
Icon Wealth Partners
Texas
$8.24M +$589K +4,317 +8%
AIA
997
Allied Investment Advisors
Montana
$8.2M +$539K +3,954 +7%
LFAS
998
Level Four Advisory Services
Texas
$8.2M +$345K +2,528 +4%
BRCM
999
Bright Rock Capital Management
Massachusetts
$8.18M – – –
NM
1000
NWI Management
New York
$8.18M – – –
38 39
40
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