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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 %
CIAS
1401
Capital Investment Advisory Services
North Carolina
$4.36M +$525K +3,849 +14%
BFC
1402
Bedel Financial Consulting
Indiana
$4.35M +$105K +772 +2%
MIM
1403
MTM Investment Management
South Carolina
$4.35M +$222K +1,631 +5%
VNIM
1404
Vaughan Nelson Investment Management
Texas
$4.35M +$794K +5,825 +22%
BO
1405
Bank OZK
Arkansas
$4.35M -$10.1K -74 -0.2%
FLI
1406
Family Legacy Inc
South Carolina
$4.34M +$34.1K +250 +0.8%
PAM
1407
Pegasus Asset Management
New York
$4.34M +$47.9K +351 +1%
JWCA
1408
J.W. Cole Advisors
Florida
$4.33M +$7.5K +55 +0.2%
WE
1409
Wealth Effects
Massachusetts
$4.33M +$132K +967 +3%
BFA
1410
Bill Few Associates
Pennsylvania
$4.3M +$43.1K +316 +1%
WCA
1411
Westover Capital Advisors
Delaware
$4.3M -$168K -1,230 -4%
CAAS
1412
Capital Asset Advisory Services
Michigan
$4.3M +$808K +5,928 +23%
AC
1413
Addison Capital
Pennsylvania
$4.3M +$38K +279 +0.9%
DPIM
1414
Duff & Phelps Investment Management
Illinois
$4.29M -$95.4K -700 -2%
LC
1415
Lincoln Capital
Nebraska
$4.29M -$58.6K -430 -1%
SA
1416
SRH Advisors
Kansas
$4.29M +$409 +3 +0%
AAM
1417
Aureus Asset Management
Massachusetts
$4.29M -$29.2K -214 -0.7%
CW
1418
CreativeOne Wealth
Kansas
$4.28M -$1.3M -9,546 -23%
CIP
1419
Capital Insight Partners
Arizona
$4.28M +$42.4K +311 +1%
CWAG
1420
Compton Wealth Advisory Group
Virginia
$4.28M +$1.19M +8,729 +39%
SF
1421
Summit Financial
New Jersey
$4.26M +$858K +6,297 +25%
SAM
1422
Sycomore Asset Management
France
$4.26M +$3.88M +27,452 +1,017%
Westfield Capital Management
1423
Westfield Capital Management
Massachusetts
$4.25M +$3.39M +24,895 +395%
LFA
1424
Lauterbach Financial Advisors
Texas
$4.25M – – –
SCM
1425
Salem Capital Management
Massachusetts
$4.25M +$13.6K +100 +0.3%
55 56
57
58 59