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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 %
NF
1476
Nikulski Financial
Iowa
$4.02M +$181K +1,325 +5%
AG
1477
Ascent Group
Virginia
$4.01M -$63.9K -469 -2%
WBC
1478
West Branch Capital
Massachusetts
$4.01M -$304K -2,231 -7%
MMA
1479
Miracle Mile Advisors
California
$3.99M -$6.02M -44,182 -60%
LDB
1480
Lee, Danner & Bass
Tennessee
$3.99M +$572K +4,200 +17%
RWM
1481
RBA Wealth Management
California
$3.98M +$76.9K +564 +2%
HPWM
1482
High Pines Wealth Management
Massachusetts
$3.98M +$409 +3 +0%
SMI
1483
Shelter Mutual Insurance
Missouri
$3.95M – – –
HP
1484
Highlander Partners
Texas
$3.95M – – –
AAS
1485
Ameritas Advisory Services
Nebraska
$3.95M +$111K +812 +3%
SFFS
1486
Stonehage Fleming Financial Services
Jersey
$3.95M +$4.29K +31 +0.1%
TC
1487
TwinBeech Capital
New York
$3.94M +$3.94M +28,899 New
BCM
1488
Brookmont Capital Management
Texas
$3.94M +$33.9K +249 +0.9%
TBNY
1489
Trustco Bank (New York)
New York
$3.93M -$34.9K -256 -0.9%
WPA
1490
Winning Points Advisors
Florida
$3.92M -$260K -1,909 -6%
LFDLE
1491
La Financiere de L'Echiquier
France
$3.91M -$818K -6,000 -17%
SIA
1492
SeaBridge Investment Advisors
New Jersey
$3.91M +$66.1K +485 +2%
PCA
1493
Peddock Capital Advisors
Massachusetts
$3.88M +$657K +4,822 +20%
RIA
1494
Regal Investment Advisors
Michigan
$3.88M -$551K -4,045 -12%
WCM
1495
Wisconsin Capital Management
Wisconsin
$3.87M -$2.18M -15,990 -36%
PP
1496
PDS Planning
Ohio
$3.86M +$343K +2,513 +10%
CST
1497
Charles Schwab Trust
Nevada
$3.86M -$146K -1,072 -4%
DLG
1498
Daniel L. Goodwin
$3.85M +$139K +1,018 +4%
B
1499
Brightworth
Georgia
$3.85M +$302K +2,218 +9%
BMA
1500
Brooks Moore & Associates
Tennessee
$3.84M +$1.23M +8,986 +47%
58 59
60
61 62