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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 %
PMG
1526
ProVise Management Group
Florida
$3.72M +$59.3K +435 +2%
CCM
1527
CAAS Capital Management
New York
$3.72M +$3.14M +23,000 +535%
HKIM
1528
Hayek Kallen Investment Management
Alabama
$3.72M -$28.8K -211 -0.8%
NP
1529
NorthRock Partners
Minnesota
$3.72M -$190K -1,392 -5%
MFG
1530
Merit Financial Group
Georgia
$3.71M +$668K +4,904 +22%
SNB
1531
Security National Bank
Nebraska
$3.71M +$2.8M +20,573 +309%
BBNA
1532
Bremer Bank National Association
Minnesota
$3.71M -$3.6M -26,412 -49%
AIM
1533
Anchor Investment Management
South Carolina
$3.71M +$251K +1,844 +7%
TPM
1534
Triasima Portfolio Management
Quebec, Canada
$3.7M -$456K -3,345 -11%
JSL
1535
JT Stratford LLC
Georgia
$3.69M -$136K -999 -4%
AWS
1536
AJ Wealth Strategies
New York
$3.69M +$682 +5 +0%
UWM
1537
Udine Wealth Management
Florida
$3.68M +$357K +2,620 +11%
OPA
1538
Old Port Advisors
Maine
$3.68M +$3.52K +26 +0.1%
AWA
1539
Arkadios Wealth Advisors
Georgia
$3.68M +$245K +1,794 +7%
SAM
1540
Secure Asset Management
Michigan
$3.67M -$254K -1,867 -6%
ECML
1541
Eagle Capital Management (Louisiana)
Louisiana
$3.67M +$72K +528 +2%
SIAP
1542
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.67M +$45.3K +332 +1%
UBG
1543
United Bank (Georgia)
Georgia
$3.66M -$121K -885 -3%
FBT
1544
First Bankers Trust
Kentucky
$3.66M +$177K +1,302 +5%
OPS
1545
Orion Portfolio Solutions
Nebraska
$3.66M -$102K -747 -3%
CSPIA
1546
Cary Street Partners Investment Advisory
Virginia
$3.64M +$342K +2,507 +10%
SIC
1547
Shoker Investment Counsel
Ohio
$3.64M +$36.9K +271 +1%
WANY
1548
Wealthspire Advisors (New York)
New York
$3.63M -$1.1M -8,050 -23%
AFA
1549
Arlington Financial Advisors
California
$3.63M +$112K +821 +3%
RCA
1550
Resonant Capital Advisors
Wisconsin
$3.63M +$189K +1,397 +5%
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