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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 %
SIAG
1551
Signet Investment Advisory Group
Rhode Island
$3.62M +$10.2K +75 +0.3%
ANRIA
1552
American National Registered Investment Advisor
Texas
$3.62M -$96.5K -708 -3%
MSA
1553
Marino Stram & Associates
Massachusetts
$3.61M +$66K +484 +2%
AG
1554
AIA Group
Hong Kong
$3.61M +$1.47M +10,799 +69%
CT
1555
Clearstead Trust
Maine
$3.61M +$43.2K +317 +1%
CPA
1556
Capital Planning Advisors
California
$3.61M +$38.4K +282 +1%
BAM
1557
Bosun Asset Management
Illinois
$3.6M +$1.23K +9 +0%
TA
1558
Tiedemann Advisors
New York
$3.6M +$51.8K +380 +1%
FBFS
1559
First Business Financial Services
Wisconsin
$3.6M +$79.3K +582 +2%
AWA
1560
Arete Wealth Advisors
Illinois
$3.6M +$708K +5,196 +25%
SW
1561
SkyOak Wealth
Michigan
$3.59M -$14.5K -106 -0.4%
YWP
1562
YorkBridge Wealth Partners
New York
$3.59M -$1.35M -9,902 -27%
RIM
1563
Reynolds Investment Management
South Carolina
$3.58M +$3.58M +26,283 New
HCM
1564
Hengehold Capital Management
Ohio
$3.58M +$46.2K +339 +1%
LTI
1565
Laffer Tengler Investments
Tennessee
$3.58M +$6.13K +45 +0.2%
BRWM
1566
B. Riley Wealth Management
Tennessee
$3.57M -$11.3M -643,258 -76%
TNBTD
1567
Trustmark National Bank Trust Department
Mississippi
$3.57M -$758K -5,558 -18%
BFM
1568
Boston Financial Management
Massachusetts
$3.57M +$564K +4,136 +19%
HA
1569
Harbor Advisors
Florida
$3.56M +$273K +2,000 +8%
NB
1570
Nicolet Bankshares
Wisconsin
$3.56M +$410K +3,005 +13%
AIS
1571
AM Investment Strategies
Tennessee
$3.56M +$53.6K +393 +2%
TIA
1572
Tiemann Investment Advisors
California
$3.55M -$238K -1,746 -6%
FAP
1573
Financial Advisory Partners
Florida
$3.55M +$58.1K +426 +2%
MVA
1574
Mount Vernon Associates
Maryland
$3.55M +$40.9K +300 +1%
EML
1575
Eos Management LP
New York
$3.54M – – –
61 62
63
64 65