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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 %
PRA
1051
Pine Ridge Advisers
New York
$7.57M – – –
MPIM
1052
McGinn Penninger Investment Management
Virginia
$7.56M -$126K -926 -2%
SC
1053
Stolper & Co
Oklahoma
$7.55M +$78.5K +576 +1%
LA
1054
Lynch & Associates
Indiana
$7.55M +$223K +1,635 +3%
BCA
1055
Bray Capital Advisors
Florida
$7.53M -$11.5K -84 -0.2%
HIA
1056
Harbor Investment Advisory
Maryland
$7.51M +$362K +2,655 +5%
NGA
1057
Naples Global Advisors
Florida
$7.51M +$453K +3,322 +6%
AT
1058
American Trust
Kentucky
$7.51M +$450K +3,301 +6%
SFO
1059
Stokes Family Office
Louisiana
$7.51M +$222K +1,628 +3%
IA
1060
Icon Advisers
Colorado
$7.49M -$1.96M -14,355 -21%
KLCM
1061
KG&L Capital Management
Louisiana
$7.47M +$595K +4,365 +9%
CBN
1062
Cadence Bank NA
Texas
$7.47M +$209K +1,533 +3%
MP
1063
McDonald Partners
Ohio
$7.45M +$7.45M +54,664 New
FSA
1064
Fort Sheridan Advisors
Illinois
$7.45M -$43.6K -320 -0.6%
EP
1065
Eudaimonia Partners
Tennessee
$7.44M +$7.44M +54,588 New
LOPW
1066
Live Oak Private Wealth
North Carolina
$7.43M +$709K +5,204 +11%
ATPW
1067
Ashton Thomas Private Wealth
Arizona
$7.42M +$2.26M +16,612 +44%
AF
1068
Allworth Financial
California
$7.36M +$3.66M +26,854 +99%
MCP
1069
Mirador Capital Partners
California
$7.36M +$134K +985 +2%
WAS
1070
Wealth Advisory Solutions
Indiana
$7.36M +$7.36M +53,967 New
RCM
1071
Radnor Capital Management
Pennsylvania
$7.35M +$107K +785 +1%
NSAM
1072
North Star Asset Management
Wisconsin
$7.34M +$564K +4,139 +8%
SAM
1073
Sompo Asset Management
Japan
$7.34M -$349K -2,560 -5%
FAM
1074
Fred Alger Management
New York
$7.33M -$550K -4,032 -7%
MPM
1075
Meritage Portfolio Management
Kansas
$7.32M +$2.04M +14,982 +39%
41 42
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