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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 %
SCA
1201
Stokes Capital Advisors
South Carolina
$5.7M +$547K +4,009 +11%
LWAC
1202
Laurel Wealth Advisors (California)
California
$5.69M -$3.78K -28 -0.1%
CL
1203
CPWM LLC
Washington
$5.68M +$598K +4,389 +12%
VST
1204
Van Strum & Towne
California
$5.68M +$4.36K +32 +0.1%
DIP
1205
DT Investment Partners
Pennsylvania
$5.67M +$489K +3,590 +9%
UF
1206
Univest Financial
Pennsylvania
$5.67M +$109K +801 +2%
BSB
1207
Bangor Savings Bank
Maine
$5.66M +$322K +2,360 +6%
RIA
1208
RPG Investment Advisory
California
$5.65M +$15.4K +113 +0.3%
AC
1209
Arjuna Capital
North Carolina
$5.65M -$1.19M -8,731 -17%
CWM
1210
Concentric Wealth Management
California
$5.65M +$61.1K +448 +1%
VIG
1211
Vienna Insurance Group
Poland
$5.63M +$1.77M +13,000 +46%
CGL
1212
Clarius Group LLC
Washington
$5.63M – – –
ST
1213
Somerset Trust
Pennsylvania
$5.63M -$87.7K -643 -2%
AFM
1214
Abbot Financial Management
Massachusetts
$5.62M -$40.8K -299 -0.7%
PRS
1215
Pinkerton Retirement Specialists
Idaho
$5.6M +$412K +3,024 +8%
BCPWM
1216
Bradley & Co Private Wealth Management
Florida
$5.6M +$626K +4,592 +13%
JFGIW
1217
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.59M +$327K +2,395 +6%
HWM
1218
Hohimer Wealth Management
Washington
$5.58M +$154K +1,131 +3%
PA
1219
PFG Advisors
Arizona
$5.57M +$441K +3,235 +9%
IB
1220
Intrust Bank
Kansas
$5.57M -$203K -1,492 -4%
PL
1221
Parkwood LLC
Ohio
$5.56M -$747K -5,483 -12%
1WM
1222
1900 Wealth Management
Texas
$5.56M +$12.5K +92 +0.2%
VRM
1223
Vectors Research Management
New York
$5.55M +$212K +1,555 +4%
ETC
1224
Exchange Traded Concepts
Oklahoma
$5.55M +$421K +3,088 +8%
MCM
1225
Mitchell Capital Management
Kansas
$5.54M +$240K +1,759 +5%
47 48
49
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