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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 %
AW
1601
ACG Wealth
Georgia
$3.44M -$1.19M -8,710 -26%
AGAM
1602
Audent Global Asset Management
California
$3.43M -$672K -4,929 -16%
LRPA
1603
L. Roy Papp & Associates
Arizona
$3.43M +$4.23K +31 +0.1%
DA
1604
Doliver Advisors
Texas
$3.43M +$390K +2,858 +13%
BP
1605
BBR Partners
New York
$3.43M -$1.03M -7,544 -23%
MCM
1606
MV Capital Management
Maryland
$3.43M +$33.9K +249 +1%
AFA
1607
AllGen Financial Advisors
Florida
$3.42M +$175K +1,284 +5%
AWE
1608
Avidian Wealth Enterprises
Texas
$3.42M -$388K -2,845 -10%
IGWM
1609
ICA Group Wealth Management
Colorado
$3.42M +$3.42M +26,324 New
FMAEN1
1610
Fund Management at Engine No 1
California
$3.41M +$3.41M +25,019 New
LIP
1611
Liontrust Investment Partners
United Kingdom
$3.41M -$13M -95,000 -79%
PGWM
1612
Parisi Gray Wealth Management
New Jersey
$3.41M -$131K -959 -4%
CNFG
1613
Creegan & Nassoura Financial Group
New Hampshire
$3.4M – – –
SFI
1614
SPC Financial Inc
Maryland
$3.4M -$1.08M -7,928 -24%
GSEP
1615
Golden State Equity Partners
California
$3.4M +$765K +5,613 +29%
HNW
1616
High Note Wealth
Minnesota
$3.39M -$164K -1,206 -5%
SP
1617
SWS Partners
Ohio
$3.39M +$406K +2,969 +14%
CA
1618
Cornerstone Advisory
Maryland
$3.39M +$544K +3,992 +19%
BOS
1619
Bank of Stockton
California
$3.38M +$96.1K +705 +3%
AWA
1620
Aaron Wealth Advisors
Illinois
$3.37M +$3.34M +455,438 +12,826%
SCI
1621
S&CO Inc
Massachusetts
$3.36M – – –
MFC
1622
Mechanics Financial Corp
Ohio
$3.36M -$24.8K -182 -0.7%
HVP
1623
Hudson Value Partners
Florida
$3.35M +$143K +1,050 +4%
PHS
1624
Pekin Hardy Strauss
Illinois
$3.34M -$189K -1,388 -5%
WP
1625
WealthShield Partners
North Carolina
$3.34M +$544K +3,988 +19%
63 64
65
66 67