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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 %
BZWA
1426
Blue Zone Wealth Advisors
California
$4.24M -$347K -2,543 -8%
AM
1427
Account Management
Massachusetts
$4.24M +$361K +2,650 +9%
AFM
1428
Andesa Financial Management
Pennsylvania
$4.22M -$98.9K -726 -2%
WLPWM
1429
Walled Lake Planning & Wealth Management
Illinois
$4.21M +$78.5K +576 +2%
LWM
1430
Laidlaw Wealth Management
New York
$4.2M -$146K -1,069 -3%
ST
1431
Smithfield Trust
Pennsylvania
$4.2M +$31.1K +229 +0.7%
SGCA
1432
Steel Grove Capital Advisors
Tennessee
$4.2M -$2.68M -19,642 -39%
LBC
1433
Lawrence B. Cohen
$4.2M -$1.68M -12,309 -29%
HPIA
1434
Hamilton Point Investment Advisors
North Carolina
$4.19M -$252K -1,849 -6%
CS
1435
Comerica Securities
Michigan
$4.17M +$149K +1,090 +4%
CNC
1436
Citizens & Northern Corp
Pennsylvania
$4.17M -$114K -835 -3%
TSWM
1437
Triangle Securities Wealth Management
North Carolina
$4.17M -$166K -1,220 -4%
IAMOG
1438
Investors Asset Management of Georgia
Georgia
$4.17M +$17.2K +126 +0.4%
TPA
1439
Trivium Point Advisory
Connecticut
$4.16M -$113K -861 -3%
LI
1440
Lafayette Investments
Maryland
$4.16M +$193K +1,415 +5%
CWM
1441
Calamos Wealth Management
Illinois
$4.16M -$8.12M -59,531 -66%
MA
1442
McBroom & Associates
Nevada
$4.15M -$127K -931 -3%
VWA
1443
V Wealth Advisors
Kansas
$4.15M -$613K -4,498 -13%
ZIG
1444
Zuckerman Investment Group
Illinois
$4.14M +$47K +345 +1%
MMM
1445
Mendel Money Management
Illinois
$4.14M -$124K -913 -3%
KPW
1446
Kore Private Wealth
New York
$4.14M +$111K +815 +3%
TPWA
1447
TRUE Private Wealth Advisors
Oregon
$4.13M +$233K +1,833 +6%
AWMT
1448
AAFMAA Wealth Management & Trust
North Carolina
$4.12M +$3.42M +25,060 +488%
HZ
1449
Hixon Zuercher
Ohio
$4.11M +$295K +2,161 +8%
CPC
1450
Congress Park Capital
New York
$4.11M +$53.4K +392 +1%
56 57
58
59 60