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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 %
BL
1251
Balentine LLC
Georgia
$5.34M +$2M +14,695 +60%
CWM
1252
Chronos Wealth Management
Florida
$5.34M +$124K +906 +2%
PWMAG
1253
Pinnacle Wealth Management Advisory Group
New Jersey
$5.34M +$614K +4,503 +13%
TI
1254
Tidal Investments
Wisconsin
$5.34M +$4.91M +36,036 +1,163%
WPW
1255
Waldron Private Wealth
Pennsylvania
$5.33M +$91.5K +671 +2%
MBTD
1256
Mechanics Bank - Trust Department
California
$5.32M +$26.7K +196 +0.5%
TLP
1257
Trinity Legacy Partners
Texas
$5.32M +$2.88M +21,099 +118%
MHS
1258
M Holdings Securities
Oregon
$5.32M +$5.32M +39,038 New
NAS
1259
Nicolet Advisory Services
Wisconsin
$5.32M +$54.2K +406 +1%
PAMG
1260
Patton Albertson Miller Group
Tennessee
$5.31M +$153K +1,119 +3%
OLA
1261
Oliver Luxxe Assets
New Jersey
$5.3M +$169K +1,243 +3%
NB
1262
Northwest Bancshares
Pennsylvania
$5.3M +$325K +2,387 +7%
JCM
1263
Jacobi Capital Management
Pennsylvania
$5.29M +$353K +2,588 +7%
SIP
1264
Stoneridge Investment Partners
Pennsylvania
$5.29M +$5.06M +37,150 +2,269%
HCM
1265
Huber Capital Management
California
$5.28M +$12.3K +90 +0.2%
HW
1266
Hedeker Wealth
Illinois
$5.26M +$155K +1,135 +3%
KA
1267
Kintegral Advisory
New York
$5.26M +$118K +863 +2%
CIC
1268
Cornercap Investment Counsel
Georgia
$5.25M +$330K +2,418 +7%
BA
1269
Bristlecone Advisors
Washington
$5.25M -$183K -1,346 -3%
MBT
1270
Montecito Bank & Trust
California
$5.24M -$26.6K -195 -0.5%
HC
1271
HNP Capital
New York
$5.24M -$35.4K -260 -0.7%
HCM
1272
Howland Capital Management
Massachusetts
$5.24M -$9.54K -70 -0.2%
WAM
1273
Werlinich Asset Management
Connecticut
$5.22M – – –
AAMA
1274
Advanced Asset Management Advisors
Ohio
$5.21M +$136 +1 +0%
NLP
1275
Next Level Private
New York
$5.21M +$420K +3,084 +9%
49 50
51
52 53