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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 %
MWA
1176
Meridian Wealth Advisors
Texas
$5.95M +$787K +5,771 +15%
RGI
1177
River Global Investors
United Kingdom
$5.95M -$7.26M -53,240 -55%
LSAG
1178
Lake Street Advisors Group
New Hampshire
$5.94M +$655K +4,801 +12%
P
1179
Pariax
California
$5.93M +$5.93M +43,471 New
GP
1180
Greenline Partners
New York
$5.93M +$847K +6,212 +17%
GJIC
1181
Gamble Jones Investment Counsel
California
$5.91M +$60.7K +445 +1%
SA
1182
Strategic Advisors
New York
$5.91M -$272K -1,993 -4%
CHC
1183
City Holding Co
West Virginia
$5.91M -$11.6K -85 -0.2%
WP
1184
WealthPLAN Partners
Nebraska
$5.89M +$384K +3,219 +7%
WIM
1185
WealthPlan Investment Management
Nebraska
$5.89M +$5.89M +49,300 New
GRP
1186
Global Retirement Partners
California
$5.88M +$5.88M +46,568 New
SW
1187
SteelPeak Wealth
California
$5.88M -$3.67M -26,902 -38%
VLKIM
1188
Van Lanschot Kempen Investment Management
Netherlands
$5.88M +$234K +1,717 +4%
BWAM
1189
Boyd Watterson Asset Management
Ohio
$5.87M +$82.5K +605 +1%
AMM
1190
American Money Management
California
$5.85M +$30K +220 +0.5%
MWM
1191
Marietta Wealth Management
Georgia
$5.81M +$208K +1,523 +4%
AIP
1192
Ameritas Investment Partners
Nebraska
$5.8M -$190K -1,396 -3%
SFG
1193
SevenBridge Financial Group
Pennsylvania
$5.78M +$17.6K +129 +0.3%
LA
1194
LVW Advisors
New York
$5.77M +$90.8K +666 +2%
ANBT
1195
American National Bank & Trust
Texas
$5.76M +$311K +2,278 +6%
MYLI
1196
Meiji Yasuda Life Insurance
Japan
$5.76M -$228K -1,676 -4%
GCM
1197
Gibraltar Capital Management
Oklahoma
$5.75M +$142K +1,042 +3%
ACM
1198
Argyle Capital Management
Pennsylvania
$5.73M -$170K -1,250 -3%
SAI
1199
Systematic Alpha Investments
New Jersey
$5.73M – – –
FB
1200
Fulton Bank
Pennsylvania
$5.72M +$114K +839 +2%
46 47
48
49 50