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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 %
UFG
1026
United Fire Group
Iowa
$7.87M – – –
BWM
1027
Buckley Wealth Management
Nevada
$7.86M +$227K +1,663 +3%
ANTB
1028
AMG National Trust Bank
Colorado
$7.85M -$4.23K -31 -0.1%
PGAM
1029
Princeton Global Asset Management
New Jersey
$7.85M +$212K +1,556 +3%
PCOC
1030
Power Corp of Canada
Canada
$7.81M +$7.81M +57,292 New
BSW
1031
Buckingham Strategic Wealth
Missouri
$7.8M +$145K +1,067 +2%
CCM
1032
Carmel Capital Management
California
$7.78M +$68.2K +500 +0.9%
BFPW
1033
BOK Financial Private Wealth
Colorado
$7.78M +$94.3K +692 +1%
MYIA
1034
Mount Yale Investment Advisors
Colorado
$7.77M +$542K +3,974 +7%
SMH
1035
Sanders Morris Harris
Texas
$7.77M +$389K +2,857 +5%
RFM
1036
Royal Fund Management
Florida
$7.76M -$9.95K -73 -0.1%
WP
1037
WealthSource Partners
California
$7.72M +$4.58M +33,627 +146%
FMC
1038
First Merchants Corp
Indiana
$7.69M +$16.5K +121 +0.2%
FCT
1039
Family Capital Trust
Massachusetts
$7.68M -$22.6K -166 -0.3%
FC
1040
Fulcrum Capital
Washington
$7.68M +$112K +825 +1%
VHAM
1041
Van Hulzen Asset Management
California
$7.68M +$1.32M +9,656 +21%
MRCM
1042
M&R Capital Management
New Jersey
$7.67M +$48.4K +354 +0.6%
RWA
1043
River Wealth Advisors
Pennsylvania
$7.66M +$167K +1,225 +2%
CIC
1044
Cutler Investment Counsel
Oregon
$7.66M +$197K +1,445 +3%
LWCFA
1045
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.65M +$657K +4,820 +9%
P
1046
Paradiem
Louisiana
$7.64M – – –
AAM
1047
Autus Asset Management
Arizona
$7.62M -$1.82M -13,325 -19%
VI
1048
Vestcor Inc
New Brunswick, Canada
$7.61M +$377K +2,769 +5%
GIA
1049
Gladstone Institutional Advisory
Florida
$7.6M +$1.35M +9,901 +22%
HT
1050
HighTower Trust
Texas
$7.59M +$1.1M +8,044 +17%
40 41
42
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