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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 %
ACM
1151
Alpha Capital Management
Texas
$6.28M +$225K +1,649 +4%
SG
1152
Swarthmore Group
Pennsylvania
$6.27M -$147K -1,079 -2%
CBTWT
1153
Community Bank & Trust (Waco, Texas)
Texas
$6.26M +$108K +767 +2%
Wealth Enhancement Advisory Services
1154
Wealth Enhancement Advisory Services
Minnesota
$6.25M -$81.8K -606 -1%
ACM
1155
AlphaCrest Capital Management
New York
$6.24M +$903K +6,626 +17%
RI
1156
Redwood Investments
Massachusetts
$6.22M -$16.6K -122 -0.3%
RDWM
1157
Red Door Wealth Management
Tennessee
$6.2M +$631K +4,628 +11%
MIAN
1158
Mariner Independent Advisor Network
Kansas
$6.2M +$1.32M +9,768 +27%
AC
1159
Abbrea Capital
California
$6.14M +$18.4K +135 +0.3%
TCM
1160
Traynor Capital Management
Pennsylvania
$6.14M +$835K +6,125 +16%
SWA
1161
Stratos Wealth Advisors
Ohio
$6.13M -$156K -1,147 -2%
BEAM
1162
Baker Ellis Asset Management
Washington
$6.13M +$345K +2,533 +6%
FMTC
1163
Farmers & Merchants Trust Company
California
$6.12M -$54.3K -398 -0.9%
SAM
1164
Smithbridge Asset Management
Pennsylvania
$6.12M +$238K +1,745 +4%
BAM
1165
Brave Asset Management
New Jersey
$6.1M +$94.3K +692 +2%
FBC
1166
Fairfield, Bush & Co
Connecticut
$6.05M +$5.45K +40 +0.1%
BWA
1167
BDO Wealth Advisors
Florida
$6.05M +$99.9K +733 +2%
SAM
1168
Selway Asset Management
$6M +$27.3K +200 +0.5%
GIA
1169
Guyasuta Investment Advisors
Pennsylvania
$6M +$99.9K +733 +2%
AT
1170
Arden Trust
Delaware
$5.99M -$301K -2,209 -5%
PFM
1171
Premier Fund Managers
United Kingdom
$5.99M – – –
BMWM
1172
Brown Miller Wealth Management
Virginia
$5.97M +$580K +4,255 +11%
NC
1173
Naman Capital
Brazil
$5.97M – – –
BDWM
1174
Brewin Dolphin Wealth Management
Ireland
$5.97M +$19.1K +140 +0.3%
Assenagon Asset Management
1175
Assenagon Asset Management
Luxembourg
$5.96M +$241K +1,771 +4%
45 46
47
48 49