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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 %
S
1101
SignatureFD
Georgia
$6.92M +$230K +1,684 +3%
FMWA
1102
Forvis Mazars Wealth Advisors
Missouri
$6.9M +$616K +4,522 +10%
CW
1103
Connectus Wealth
Ohio
$6.86M -$766K -4,834 -10%
SBL
1104
Sargent Bickham Lagudis
Colorado
$6.85M +$168K +1,236 +3%
EP
1105
Edgestream Partners
New Jersey
$6.82M -$4.61M -33,793 -40%
JEST
1106
JTC Employer Solutions Trustee
Jersey
$6.79M – – –
AIM
1107
AMI Investment Management
Indiana
$6.76M -$560K -4,105 -8%
WSC
1108
Wellington Shields & Co
New York
$6.76M +$1.39M +10,187 +26%
HEIP
1109
Hudson Edge Investment Partners
New Jersey
$6.76M +$487K +3,570 +8%
SC
1110
Schulhoff & Co
Ohio
$6.75M -$261K -1,918 -4%
BAM
1111
Belpointe Asset Management
Nevada
$6.75M +$1.18M +8,621 +21%
GCMG
1112
Gyroscope Capital Management Group
Florida
$6.71M +$696K +5,107 +12%
FTDI
1113
First Trust Direct Indexing
Massachusetts
$6.71M +$509K +3,733 +8%
PAI
1114
Pittenger & Anderson Inc
Nebraska
$6.68M +$190K +1,396 +3%
Point72 Asset Management
1115
Point72 Asset Management
Connecticut
$6.65M +$6.65M +48,804 New
CIA
1116
Covington Investment Advisors
Pennsylvania
$6.65M +$142K +1,042 +2%
GCM
1117
Garland Capital Management
Washington
$6.61M +$119K +875 +2%
HCA
1118
Harbour Capital Advisors
Virginia
$6.61M +$30.7K +225 +0.5%
WIM
1119
Wittenberg Investment Management
Massachusetts
$6.6M – – –
BCCM
1120
Bridge Creek Capital Management
Massachusetts
$6.59M +$156K +1,144 +2%
ACP
1121
Aviance Capital Partners
Florida
$6.58M +$154K +1,126 +2%
ERWM
1122
Elk River Wealth Management
Colorado
$6.57M +$263K +1,928 +4%
CM
1123
Crestline Management
Texas
$6.57M +$6.57M +48,163 New
MCP
1124
Martin Capital Partners
Oregon
$6.55M +$275K +2,016 +4%
NCM
1125
Nelson Capital Management
California
$6.54M -$69.2K -508 -1%
43 44
45
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