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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 %
CF
1501
Concorde Financial
Texas
$3.84M +$106K +865 +3%
PSB
1502
Piscataqua Savings Bank
New Hampshire
$3.84M +$762K +5,588 +25%
P
1503
Pitcairn
Pennsylvania
$3.83M +$39.3K +288 +1%
9WM
1504
9258 Wealth Management
Ohio
$3.83M +$136K +1,000 +4%
RA
1505
RFG Advisory
Alabama
$3.82M +$41.3K +303 +1%
GWM
1506
GDS Wealth Management
Texas
$3.82M +$246K +1,916 +7%
HA
1507
Herold Advisors
New York
$3.82M +$194K +1,425 +5%
ZCI
1508
Zevenbergen Capital Investments
Washington
$3.82M +$166K +1,220 +5%
VCM
1509
Violich Capital Management
California
$3.8M -$212K -1,556 -5%
FHA
1510
Flagship Harbor Advisors
Massachusetts
$3.8M -$68.3K -501 -2%
GLA
1511
Great Lakes Advisors
Illinois
$3.8M -$8.48M -62,227 -69%
AB
1512
Atlas Brown
Kentucky
$3.79M +$103K +755 +3%
VanEck Associates
1513
VanEck Associates
New York
$3.79M +$627K +4,598 +20%
DCM
1514
Delta Capital Management
New Jersey
$3.79M -$576K -4,225 -13%
GEA
1515
Glen Eagle Advisors
New Jersey
$3.79M +$121K +887 +3%
IBOK
1516
Independence Bank of Kentucky
Kentucky
$3.79M +$209K +1,531 +6%
5L
1517
55I LLC
Massachusetts
$3.78M -$320K -2,346 -8%
AIM
1518
Athena Investment Management
California
$3.77M +$3.77M +27,669 New
HI
1519
Hudock Inc
Pennsylvania
$3.77M -$23.4K -172 -0.6%
ATI
1520
Act Two Investors
California
$3.77M -$30.7K -225 -0.8%
EBT
1521
Enterprise Bank & Trust
Massachusetts
$3.76M -$245K -1,794 -6%
MSAM
1522
Moloney Securities Asset Management
Missouri
$3.76M +$77K +565 +2%
AW
1523
Apricus Wealth
South Carolina
$3.75M +$219K +1,664 +6%
EC
1524
Enhancing Capital
Pennsylvania
$3.75M – – –
HCM
1525
Hall Capital Management
Rhode Island
$3.72M +$42.3K +310 +1%
59 60
61
62 63