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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 %
LCC
1226
Lincoln Capital Corp
Rhode Island
$5.54M -$79.2K -581 -1%
OIM
1227
Opus Investment Management
Massachusetts
$5.5M +$900K +6,600 +20%
WPIC
1228
White Pine Investment Company
Michigan
$5.5M +$6.13K +45 +0.1%
CCFP
1229
Charles Carroll Financial Partners
Massachusetts
$5.5M +$21.1K +155 +0.4%
OFG
1230
Oxford Financial Group
Indiana
$5.49M +$25.9K +190 +0.5%
SCP
1231
Shorepoint Capital Partners
Massachusetts
$5.49M +$217K +1,595 +4%
JG
1232
Jefferies Group
New York
$5.47M +$3.01M +22,069 +122%
FF
1233
Fluent Financial
Texas
$5.47M -$1.47M -10,766 -21%
HWA
1234
Heritage Wealth Advisors
Virginia
$5.46M -$10.6K -78 -0.2%
RAM
1235
Redmond Asset Management
Virginia
$5.45M +$214K +1,570 +4%
CF
1236
Centaurus Financial
California
$5.44M -$70.7K -519 -1%
PWS
1237
Peloton Wealth Strategists
Indiana
$5.43M -$123K -900 -2%
ADL
1238
Asset Dedication LLC
California
$5.42M -$276K -2,025 -5%
IC
1239
Intersect Capital
California
$5.42M -$147K -1,080 -3%
BONH
1240
Bank of New Hampshire
New Hampshire
$5.41M +$13.8K +101 +0.3%
FC
1241
Forte Capital
New York
$5.41M -$23.8K -150 -0.4%
GAM
1242
Gotham Asset Management
New York
$5.41M +$346K +2,541 +7%
CIG
1243
Consolidated Investment Group
Colorado
$5.41M – – –
CF
1244
Clarity Financial
Texas
$5.4M +$161K +1,182 +3%
LPIC
1245
LeJeune Puetz Investment Counsel
Michigan
$5.4M +$81.2K +596 +2%
PAM
1246
Paradigm Asset Management
New York
$5.38M – – –
AF
1247
Advisornet Financial
Minnesota
$5.38M +$332K +2,433 +7%
SCM
1248
Sitrin Capital Management
California
$5.38M +$5.38M +39,451 New
BO
1249
BRR OpCo
Ohio
$5.38M +$55.9K +410 +1%
VIA
1250
Vident Investment Advisory
Georgia
$5.37M +$1.98M +14,499 +58%
48 49
50
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