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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 %
CBA
1576
Coastal Bridge Advisors
Connecticut
$3.54M +$39K +286 +1%
MCC
1577
Money Concepts Capital
Florida
$3.54M +$2.33M +17,074 +192%
CIM
1578
Cambria Investment Management
California
$3.53M +$1.18M +8,640 +50%
CCFM
1579
Clear Creek Financial Management
Washington
$3.53M +$786K +5,766 +29%
MC
1580
Mathes Company
New York
$3.52M -$73.6K -540 -2%
RAM
1581
Roanoke Asset Management
New Jersey
$3.52M +$241K +1,768 +7%
SSI
1582
Scott & Selber Inc
Texas
$3.52M -$40.1K -294 -1%
LJAC
1583
L.J. Altfest & Co
New York
$3.52M -$177K -1,298 -5%
RWB
1584
RMR Wealth Builders
New Jersey
$3.52M +$1.9M +13,902 +117%
GWM
1585
GSB Wealth Management
Connecticut
$3.51M -$148K -1,084 -4%
JWCA
1586
J.W. Coons Advisors
Ohio
$3.5M +$311K +2,281 +10%
VA
1587
Valmark Advisers
Ohio
$3.5M +$204K +1,500 +6%
IMC Chicago
1588
IMC Chicago
Illinois
$3.5M +$3.5M +25,688 New
SFG
1589
StrategIQ Financial Group
Indiana
$3.5M +$45.1K +331 +1%
FWM
1590
Fairhaven Wealth Management
Illinois
$3.5M +$100K +734 +3%
CFMC
1591
Curbstone Financial Management Corp
New Hampshire
$3.48M -$27.3K -200 -0.8%
BL
1592
BFSG LLC
California
$3.47M -$72.8K -534 -2%
MCC
1593
Malaga Cove Capital
California
$3.47M +$80K +587 +2%
SA
1594
SRN Advisors
Pennsylvania
$3.46M -$673K -4,939 -16%
SIA
1595
Soltis Investment Advisors
Utah
$3.46M +$711K +5,212 +26%
GBT
1596
Grove Bank & Trust
Florida
$3.46M +$90.2K +662 +3%
NL
1597
NWAM LLC
Washington
$3.45M -$18.5K -136 -0.5%
CNBTD
1598
Citizens National Bank Trust Department
Mississippi
$3.45M +$194K +1,625 +6%
MFW
1599
Meristem Family Wealth
Minnesota
$3.45M -$697K -5,111 -17%
BC
1600
Burney Company
Virginia
$3.44M -$25.2K -185 -0.7%
62 63
64
65 66