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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 %
RWM
1076
Rench Wealth Management
Texas
$7.28M -$195K -1,433 -3%
IMOV
1077
Investment Management of Virginia
Virginia
$7.26M +$196K +1,436 +3%
LSPW
1078
Lake Street Private Wealth
Illinois
$7.21M +$291K +2,136 +4%
CFA
1079
Capstone Financial Advisors
Illinois
$7.2M +$12.7K +93 +0.2%
BL
1080
BCWM LLC
Kansas
$7.16M +$102K +747 +1%
WCM
1081
Windward Capital Management
California
$7.15M -$14K -103 -0.2%
CA
1082
Cumberland Advisors
Florida
$7.15M -$5.45K -40 -0.1%
IIM
1083
Ipswich Investment Management
Massachusetts
$7.15M +$98.4K +722 +1%
WKWM
1084
Walter & Keenan Wealth Management
Indiana
$7.14M – – –
CI
1085
Cigna Investments
Connecticut
$7.11M -$2.04M -14,944 -22%
AWP
1086
Ascent Wealth Partners
New York
$7.09M +$268K +1,963 +4%
CM
1087
Churchill Management
California
$7.07M -$11.7M -86,079 -62%
BA
1088
Ballast Advisors
Minnesota
$7.07M +$333K +2,444 +5%
DWT
1089
Dorsey & Whitney Trust
South Dakota
$7.05M +$235K +1,727 +3%
ECM
1090
EagleClaw Capital Management
Massachusetts
$7.03M +$392K +2,879 +6%
CCMINC
1091
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.03M +$195K +1,428 +3%
EFS
1092
Essex Financial Services
Connecticut
$7.03M -$146K -1,072 -2%
HI
1093
Hoey Investments
Pennsylvania
$7.02M -$1.77M -12,953 -20%
PGIM
1094
Pacific Global Investment Management
California
$7.01M -$40.4K -296 -0.6%
PWPS
1095
Pinnacle Wealth Planning Services
Ohio
$7M +$5.05M +37,071 +260%
HA
1096
Hamel Associates
New Jersey
$6.99M +$99.8K +732 +1%
OIA
1097
OneDigital Investment Advisors
Kansas
$6.98M +$493K +3,615 +8%
XF
1098
XML Financial
Maryland
$6.97M +$737K +5,408 +12%
NPT
1099
Nixon Peabody Trust
Massachusetts
$6.95M -$357K -2,620 -5%
RC
1100
Roundview Capital
New Jersey
$6.93M +$20.4K +150 +0.3%
42 43
44
45 46