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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
$3.5B
2
BlackRock
BlackRock
New York
$27.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$36.4B
4
Bank of America
Bank of America
North Carolina
$7.4B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$363M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$6.16B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.9B
3
GQG Partners
GQG Partners
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.88B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
101
LPL Financial
California
$315M +$21.2M +155,642 +7%
KeyBank National Association
102
KeyBank National Association
Ohio
$312M -$1.03M -7,547 -0.3%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$306M +$185M +1,359,370 +154%
First Trust Advisors
104
First Trust Advisors
Illinois
$305M +$69.4M +508,841 +29%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$295M -$2.33M -17,127 -0.8%
GRQ
106
Gardner Russo & Quinn
Pennsylvania
$291M -$28.8M -211,225 -9%
1832 Asset Management
107
1832 Asset Management
Ontario, Canada
$288M +$48.1M +357,478 +20%
Mawer Investment Management
108
Mawer Investment Management
Alberta, Canada
$285M -$18.3M -134,264 -6%
HighTower Advisors
109
HighTower Advisors
Illinois
$275M +$10.6M +78,030 +4%
CI
110
Cincinnati Insurance
Ohio
$274M – – –
FMI
111
Fiduciary Management Inc
Wisconsin
$270M -$56.9M -417,540 -17%
Bank Julius Baer & Co
112
Bank Julius Baer & Co
Switzerland
$269M +$4.58M +33,584 +2%
HNB
113
Huntington National Bank
Ohio
$262M +$4.22M +30,962 +2%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$255M +$14.3M +104,910 +6%
Jennison Associates
115
Jennison Associates
New York
$255M -$47.2M -346,328 -16%
CCM
116
Cullen Capital Management
New York
$254M +$17.7M +129,497 +7%
CWM
117
CIBC World Markets
New York
$252M -$75.9M -556,478 -23%
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$252M -$8.27M -60,683 -3%
Victory Capital Management
119
Victory Capital Management
Texas
$251M +$56.9M +465,801 +29%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$249M -$6.63M -48,755 -3%
TIM
121
Thornburg Investment Management
New Mexico
$248M -$7.64M -56,079 -3%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$248M -$13.4M -97,973 -5%
William Blair & Company
123
William Blair & Company
Illinois
$240M +$4.4M +32,290 +2%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$239M -$47.6M -348,985 -17%
Pzena Investment Management
125
Pzena Investment Management
New York
$238M +$601K +4,409 +0.3%
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5
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