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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 %
BBP
1001
Banco BTG Pactual
Brazil
$8.18M +$8.18M +60,000 New
CNB
1002
Camden National Bank
Maine
$8.16M +$43.2K +317 +0.5%
ELC
1003
Edgar Lomax Company
Virginia
$8.15M +$8.15M +59,775 New
SC
1004
Savant Capital
Illinois
$8.14M -$143K -1,052 -2%
CHAM
1005
Clear Harbor Asset Management
Connecticut
$8.13M +$1.61M +11,804 +25%
BOH
1006
Bank of Hawaii
Hawaii
$8.11M -$72.1K -529 -0.9%
HFM
1007
Hartford Financial Management
Connecticut
$8.1M -$59K -433 -0.7%
AA
1008
Apriem Advisors
California
$8.1M -$53.4K -392 -0.7%
SMG
1009
Spectrum Management Group
Indiana
$8.08M +$105K +768 +1%
BWP
1010
Baldwin Wealth Partners
Massachusetts
$8.07M +$900K +6,602 +13%
III
1011
Independent Investors Inc
New York
$8.06M – – –
PA
1012
Perennial Advisors
New York
$8.06M +$342K +2,508 +4%
AWM
1013
Apollon Wealth Management
South Carolina
$8.05M +$72.5K +532 +0.9%
RFMS
1014
RWQ Financial Management Services
Florida
$8.05M -$3.78M -27,740 -32%
ACM
1015
Adalta Capital Management
New York
$8.03M -$109K -796 -1%
GFA
1016
Gifford Fong Associates
California
$8.02M – – –
RWA
1017
Ropes Wealth Advisors
Massachusetts
$7.98M -$111K -812 -1%
AF
1018
Arrow Financial
New York
$7.96M -$185K -1,355 -2%
TFS
1019
Thoroughbred Financial Services
Tennessee
$7.96M +$3.39M +24,865 +74%
EF
1020
Empirical Finance
Pennsylvania
$7.95M +$805K +5,905 +11%
PTC
1021
Philadelphia Trust Company
Pennsylvania
$7.94M -$1.75M -12,806 -18%
OCM
1022
One Capital Management
California
$7.92M +$200K +1,470 +3%
LWANC
1023
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.9M +$60.8K +446 +0.8%
BFS
1024
Bard Financial Services
Connecticut
$7.89M -$170K -1,250 -2%
SIM
1025
Stratos Investment Management
Ohio
$7.87M +$308K +2,260 +4%
39 40
41
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