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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 %
PJSIMP
1376
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.49M +$93.3K +782 +2%
BRM
1377
Boston Research & Management
Massachusetts
$4.49M +$1.1M +8,085 +33%
TA
1378
TFG Advisers
Michigan
$4.47M +$25.8K +189 +0.6%
CPO
1379
Cerity Partners OCIO
New York
$4.47M +$301K +2,206 +7%
KCPG
1380
Kavar Capital Partners Group
Kansas
$4.46M +$194K +1,424 +5%
HCM
1381
Hodges Capital Management
Texas
$4.46M +$2.13M +15,647 +92%
QCG
1382
Quadrant Capital Group
Ohio
$4.46M -$170K -1,247 -4%
KJHP
1383
K.J. Harrison & Partners
Ontario, Canada
$4.46M -$2.85M -20,900 -39%
SP
1384
Symmetry Partners
Connecticut
$4.45M -$126K -924 -3%
UAM
1385
Unison Asset Management
Florida
$4.45M – – –
AAS
1386
Annex Advisory Services
Wisconsin
$4.44M -$1.83M -13,460 -29%
AIM
1387
AHL Investment Management
Florida
$4.44M +$101K +740 +2%
GLA
1388
Good Life Advisors
Pennsylvania
$4.44M +$285K +2,088 +7%
FPFS
1389
First Personal Financial Services
North Carolina
$4.42M +$53.6K +393 +1%
PG
1390
Patten Group
Tennessee
$4.41M +$18.4K +135 +0.4%
HAC
1391
Harbor Advisory Corp
New Hampshire
$4.41M +$1.29M +9,468 +41%
ECM
1392
Exchange Capital Management
Michigan
$4.4M -$2.45K -18 -0.1%
JC
1393
JB Capital
Connecticut
$4.39M +$872K +6,393 +25%
DHFB
1394
Dixon Hubard Feinour & Brown
Virginia
$4.39M -$251K -1,841 -5%
EWA
1395
Exencial Wealth Advisors
Oklahoma
$4.38M -$165K -1,212 -4%
RWM
1396
Ritholtz Wealth Management
New York
$4.38M -$225K -1,648 -5%
GWMIA
1397
Global Wealth Management Investment Advisory
Florida
$4.38M +$134K +982 +3%
SCM
1398
Silvant Capital Management
Georgia
$4.37M -$106K -778 -2%
HLCM
1399
Hickory Lane Capital Management
New York
$4.36M +$4.36M +32,000 New
TMAM
1400
Tokio Marine Asset Management
Japan
$4.36M +$495K +3,632 +13%
54 55
56
57 58