JPM icon

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 %
QI
1126
QV Investors
Alberta, Canada
$6.53M -$924K -6,780 -12%
GIP
1127
Granite Investment Partners
California
$6.52M -$55.3K -406 -0.8%
SHA
1128
Seneca House Advisors
Virginia
$6.51M +$930K +6,821 +17%
BFG
1129
Beacon Financial Group
Texas
$6.51M -$68.9K -495 -1%
AWM
1130
Avitas Wealth Management
California
$6.51M -$84.4K -619 -1%
FFG
1131
Frisch Financial Group
New York
$6.5M +$7.36K +54 +0.1%
MCM
1132
McKinley Capital Management
Alaska
$6.5M – – –
PL
1133
Parthenon LLC
Kentucky
$6.49M – – –
Holocene Advisors
1134
Holocene Advisors
New York
$6.48M +$6.48M +47,568 New
AWM
1135
Axxcess Wealth Management
California
$6.48M +$202K +1,482 +3%
MCM
1136
McRae Capital Management
New Jersey
$6.48M +$287K +2,105 +5%
KOCAA
1137
Knights of Columbus Asset Advisors
Connecticut
$6.46M +$129K +944 +2%
BP
1138
Ballentine Partners
Massachusetts
$6.46M +$475K +3,487 +8%
SVWAG
1139
Sound View Wealth Advisors Group
Georgia
$6.45M +$242K +1,776 +4%
WI
1140
Wintrust Investments
Illinois
$6.45M +$55.3K +406 +0.9%
MGP
1141
Metis Global Partners
California
$6.44M +$2.91M +21,322 +82%
WPP
1142
Whalerock Point Partners
Rhode Island
$6.39M +$227K +1,667 +4%
IRF
1143
IBM Retirement Fund
New York
$6.39M -$279K -2,046 -4%
EGM
1144
Engineers Gate Manager
New York
$6.39M +$3.91M +28,660 +158%
VWM
1145
Valley Wealth Managers
New Jersey
$6.34M +$178K +1,309 +3%
HIP
1146
Harrell Investment Partners
Texas
$6.34M +$190K +1,392 +3%
BB
1147
Berkshire Bank
Massachusetts
$6.33M +$1.23K +9 +0%
IEFM
1148
IQ EQ Fund Management
Ireland
$6.3M -$112K -821 -2%
RC
1149
RBF Capital
California
$6.29M – – –
APSI
1150
Asset Planning Services Inc
Louisiana
$6.29M +$204K +1,500 +3%
44 45
46
47 48