JPM icon

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 %
JAG
1326
Journey Advisory Group
Kentucky
$4.88M +$211K +1,545 +5%
SWP
1327
Strategic Wealth Partners
Ohio
$4.87M +$528K +3,872 +12%
APP
1328
Avantax Planning Partners
Iowa
$4.86M -$43.5K -319 -0.9%
PA
1329
Procyon Advisors
Connecticut
$4.85M +$859K +6,298 +22%
TFS
1330
TrustCore Financial Services
Tennessee
$4.84M +$591K +4,334 +14%
BPM
1331
Bowling Portfolio Management
Ohio
$4.83M -$79.2K -581 -2%
CCM
1332
Coerente Capital Management
Ontario, Canada
$4.83M +$86.2K +632 +2%
SGI
1333
Summit Global Investments
Utah
$4.81M -$3.06M -22,482 -39%
SFS
1334
Strategic Financial Services
New York
$4.8M -$72.9K -535 -1%
GD
1335
Grandfield & Dodd
New York
$4.77M -$16.9K -124 -0.4%
IWM
1336
IHT Wealth Management
Illinois
$4.74M +$47.2K +346 +1%
BKA
1337
Brick & Kyle Associates
Pennsylvania
$4.73M -$4.93M -36,175 -51%
CT
1338
Chicago Trust
Illinois
$4.73M +$21.8K +160 +0.5%
SIA
1339
Schechter Investment Advisors
Michigan
$4.7M -$845K -6,199 -15%
LFA
1340
Legacy Financial Advisors
Kentucky
$4.68M -$138K -1,015 -3%
EGA
1341
E&G Advisors
Texas
$4.68M -$95.4K -700 -2%
MMG
1342
Monetary Management Group
Missouri
$4.67M +$160K +1,175 +4%
NWM
1343
NEIRG Wealth Management
Massachusetts
$4.67M -$175K -1,281 -4%
HL
1344
HeadInvest LLC
Maine
$4.67M -$61.9K -454 -1%
WA
1345
Wasatch Advisors
Utah
$4.66M +$348K +2,552 +8%
BDS
1346
Banco de Sabadell
Florida
$4.66M +$605K +4,420 +15%
CWS
1347
Confluence Wealth Services
Pennsylvania
$4.66M +$42.4K +311 +0.9%
BBA
1348
Baader Bank Aktiengesellschaft
Germany
$4.65M +$872K +6,400 +23%
DA
1349
DCM Advisors
New York
$4.64M -$1.89M -13,848 -29%
BJL
1350
Brighton Jones LLC
Washington
$4.63M +$137K +1,004 +3%
52 53
54
55 56