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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 %
MFG
1351
MidWestOne Financial Group
Iowa
$4.63M -$149K -1,093 -3%
RSWM
1352
Robertson Stephens Wealth Management
California
$4.62M +$231K +1,696 +5%
MFG
1353
Magnus Financial Group
New York
$4.62M +$1.16M +8,543 +34%
Group One Trading
1354
Group One Trading
Illinois
$4.62M +$4.62M +33,874 New
NC
1355
NewSquare Capital
Pennsylvania
$4.6M +$591K +4,338 +15%
TAM
1356
Townsend Asset Management
North Carolina
$4.59M +$152K +1,117 +3%
GAG
1357
GM Advisory Group
New York
$4.59M +$73.1K +536 +2%
EL
1358
Essex LLC
Illinois
$4.58M +$427K +3,132 +10%
CCM
1359
Canal Capital Management
Virginia
$4.57M +$440K +3,230 +11%
PG
1360
Pendal Group
Australia
$4.57M -$2.5M -18,329 -35%
CCB
1361
Country Club Bank
Missouri
$4.56M +$4.56M +32,475 New
NAM
1362
NTV Asset Management
West Virginia
$4.56M +$34.8K +255 +0.8%
SSW
1363
Stone Summit Wealth
Florida
$4.56M +$1.62M +11,993 +55%
SEC
1364
Seven Eight Capital
New York
$4.55M +$707K +5,187 +18%
PSP
1365
Principal Street Partners
Tennessee
$4.54M +$211K +1,545 +5%
MCM
1366
Monarch Capital Management
Indiana
$4.54M +$120K +880 +3%
PPW
1367
Parcion Private Wealth
Washington
$4.53M -$944K -6,870 -17%
MMPW
1368
Mitchell McLeod Pugh & Williams
Alabama
$4.53M -$21.5K -158 -0.5%
PB
1369
Pinnacle Bancorp
Nebraska
$4.53M +$17.3K +127 +0.4%
PWS
1370
Peterson Wealth Services
Utah
$4.52M +$983K +7,211 +28%
IAS
1371
IMA Advisory Services
Colorado
$4.52M +$995K +7,298 +28%
BW
1372
Bison Wealth
Georgia
$4.5M +$437K +3,202 +11%
SWM
1373
SeaCrest Wealth Management
New York
$4.5M +$3.54K +26 +0.1%
MM
1374
Meridian Management
Arkansas
$4.5M +$9.27K +68 +0.2%
BBWA
1375
Bell & Brown Wealth Advisors
California
$4.49M +$72K +528 +2%
53 54
55
56 57