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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 %
SIMM
1301
Stillwater Investment Management (Minnesota)
Minnesota
$5.04M +$25.2K +185 +0.5%
IFAM
1302
Institutional & Family Asset Management
Colorado
$5.03M +$41.8K +307 +0.8%
ET
1303
Equitable Trust
Tennessee
$5.02M +$231K +1,691 +5%
HI
1304
Horizon Investments
North Carolina
$5.02M +$756K +5,586 +18%
KCM
1305
Karp Capital Management
California
$5M -$1.09M -8,019 -18%
CSA
1306
Cottage Street Advisors
Massachusetts
$4.99M +$10.6K +78 +0.2%
JIC
1307
Joel Isaacson & Co
New York
$4.99M +$24.9K +194 +0.5%
MLIC
1308
Mandatum Life Insurance Company
Finland
$4.99M +$13.8K +101 +0.3%
DSC
1309
Duncker Streett & Co
Missouri
$4.97M -$2.22M -16,269 -31%
COI
1310
Connable Office Inc
Michigan
$4.97M +$143K +1,049 +3%
GCM
1311
Graham Capital Management
Connecticut
$4.96M +$4.77M +34,978 +2,506%
BAM
1312
Blueshift Asset Management
New Jersey
$4.96M +$4.96M +36,371 New
AWM
1313
Avior Wealth Management
Nebraska
$4.96M +$592K +4,340 +14%
NG
1314
NatWest Group
United Kingdom
$4.95M -$78.8K -578 -2%
BA
1315
Baugh & Associates
Georgia
$4.95M +$76.3K +560 +2%
CAL
1316
Capital Analysts LLC
Pennsylvania
$4.95M -$126K -926 -2%
SWIG
1317
Strategic Wealth Investment Group
Kentucky
$4.95M +$850K +6,237 +21%
IA
1318
Integrity Advisory
Kansas
$4.94M +$4.94M +36,270 New
BCM
1319
Buckhead Capital Management
Georgia
$4.94M -$23.3K -171 -0.5%
FFN
1320
Focus Financial Network
Minnesota
$4.93M -$12.8M -94,059 -72%
TW
1321
TrinityPoint Wealth
Connecticut
$4.93M +$405K +2,972 +9%
VMPIC
1322
Varma Mutual Pension Insurance Co
Finland
$4.92M – – –
PCM
1323
Patient Capital Management
Maryland
$4.92M -$518K -3,800 -10%
SFA
1324
Souders Financial Advisors
Ohio
$4.91M -$19.6K -144 -0.4%
FC
1325
Fusion Capital
South Carolina
$4.88M -$5.25M -33,167 Closed
51 52
53
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