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 %
ANI
1451
American National Insurance
Texas
$4.11M -$847K -6,215 -17%
CA
1452
Claro Advisors
Massachusetts
$4.1M – – –
SCM
1453
SOL Capital Management
Maryland
$4.1M -$59.3K -435 -1%
BL
1454
Bleichroeder LP
New York
$4.09M – – –
MFS
1455
Monetta Financial Services
Illinois
$4.09M – – –
AH
1456
Allen Holding
New York
$4.09M – – –
CL
1457
CSS LLC
Illinois
$4.09M – – –
MPIA
1458
Mountain Pacific Investment Advisers
Idaho
$4.09M -$173K -1,272 -4%
SSWM
1459
Sheets Smith Wealth Management
North Carolina
$4.09M +$10.1K +74 +0.2%
CG
1460
Caprock Group
Idaho
$4.09M +$213K +1,563 +6%
BTWM
1461
Baker Tilly Wealth Management
Wisconsin
$4.09M -$66.9K -491 -2%
Verition Fund Management
1462
Verition Fund Management
Connecticut
$4.08M +$2.37M +17,396 +139%
RSS
1463
Rosenblum Silverman Sutton
California
$4.07M +$70.6K +518 +2%
TAM
1464
Trust Asset Management
Texas
$4.07M +$126K +923 +3%
BS
1465
Bessemer Securities
New York
$4.06M – – –
SB
1466
Strategic Blueprint
Georgia
$4.06M +$158K +1,162 +4%
BOPW
1467
Brandywine Oak Private Wealth
Pennsylvania
$4.05M -$246K -1,801 -6%
MW
1468
Marcum Wealth
Ohio
$4.05M -$92K -675 -2%
SACTSONJ
1469
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.05M – – –
FCMT
1470
Founders Capital Management (Texas)
Texas
$4.05M – – –
CCM
1471
Carderock Capital Management
Maryland
$4.05M +$24.7K +181 +0.6%
TI
1472
tru Independence
Oregon
$4.03M +$299K +2,197 +8%
ANB
1473
Amarillo National Bank
Texas
$4.03M -$31.6K -232 -0.8%
KWM
1474
Keebeck Wealth Management
Illinois
$4.03M -$454K -3,334 -10%
ACG
1475
Allen Capital Group
Nebraska
$4.02M +$229K +1,681 +6%
57 58
59
60 61