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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 %
HGCK
1276
HPC Germany & Co KG
Germany
$5.2M +$5.2M +38,124 New
MAM
1277
Meeder Asset Management
Ohio
$5.19M +$5.19M +38,038 New
AssetMark Inc
1278
AssetMark Inc
California
$5.18M +$2.68M +19,651 +107%
FIB
1279
First Interstate Bank
Montana
$5.18M +$839K +6,156 +19%
SFP
1280
Shepherd Financial Partners
Massachusetts
$5.17M +$152K +1,115 +3%
RMSCM
1281
R.M. Sincerbeaux Capital Management
New York
$5.17M – – –
AAM
1282
Augustine Asset Management
Florida
$5.16M +$19.9K +146 +0.4%
CCA
1283
Checchi Capital Advisers
California
$5.15M -$3.82K -28 -0.1%
PCA
1284
Providence Capital Advisors
North Carolina
$5.15M +$298K +2,191 +6%
SFA
1285
Source Financial Advisors
New York
$5.15M +$308K +2,260 +6%
FM
1286
Family Management
New York
$5.15M +$7.63K +56 +0.1%
BA
1287
Bridgewater Advisors
New York
$5.14M +$49.2K +361 +1%
DDC
1288
DF Dent & Co
Maryland
$5.14M -$1.06M -7,769 -17%
AOWM
1289
Alpha Omega Wealth Management
Virginia
$5.13M +$75.9K +557 +2%
BC
1290
Burleson & Co
California
$5.13M +$2.67M +19,573 +109%
FPS
1291
Fieldpoint Private Securities
Connecticut
$5.12M -$302K -2,219 -6%
CCT
1292
Chemung Canal Trust
New York
$5.12M -$112K -821 -2%
MP
1293
MSD Partners
New York
$5.11M -$10.2M -75,000 -67%
CWG
1294
Cornerstone Wealth Group
North Carolina
$5.09M -$3.42M -25,110 -40%
LSV Asset Management
1295
LSV Asset Management
Illinois
$5.09M +$1.34M +9,800 +36%
EM
1296
Excalibur Management
Massachusetts
$5.08M +$92.8K +681 +2%
WTA
1297
Washington Trust Advisors
Massachusetts
$5.07M -$1.42M -10,423 -22%
CWM
1298
Chemistry Wealth Management
New York
$5.07M +$272K +1,996 +6%
PC
1299
Permanens Capital
New York
$5.06M -$2.22M -16,312 -31%
HCA
1300
Horan Capital Advisors
Ohio
$5.04M +$429K +3,149 +9%
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