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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 %
RFN
1626
RDA Financial Network
Iowa
$3.33M +$172K +1,258 +5%
EW
1627
Evoke Wealth
California
$3.33M +$250K +1,831 +8%
XSC
1628
X-Square Capital
Puerto Rico
$3.32M +$49.9K +366 +2%
HWA
1629
HCR Wealth Advisors
California
$3.32M +$52.6K +386 +2%
AIC
1630
Argus Investors Counsel
New York
$3.32M +$187K +1,372 +6%
FCA
1631
FLC Capital Advisors
California
$3.31M +$155K +1,135 +5%
BHB
1632
Bank Hapoalim BM
Israel
$3.31M -$123K -901 -4%
CAM
1633
Chou Associates Management
Ontario, Canada
$3.31M -$1.36M -10,000 -29%
PTP
1634
Platform Technology Partners
New York
$3.31M +$72.7K +533 +2%
MCWS
1635
McKinley Carter Wealth Services
West Virginia
$3.29M +$153K +1,123 +5%
FF
1636
FourThought Financial
Florida
$3.29M +$144K +1,061 +5%
JIP
1637
Jaffetilchin Investment Partners
Florida
$3.27M +$161K +1,366 +5%
CAG
1638
Csenge Advisory Group
Florida
$3.27M +$94.6K +694 +3%
SS
1639
Sunbelt Securities
Texas
$3.27M -$1.21M -8,600 -27%
PFO
1640
Pathstone Family Office
New Jersey
$3.27M -$481K -3,314 -13%
WAS
1641
Winch Advisory Services
Wisconsin
$3.27M -$88.9K -652 -3%
WR
1642
WD Rutherford
Oregon
$3.26M -$21.1K -155 -0.6%
STC
1643
Sarah T. Connolly
$3.24M +$123K +906 +4%
SWA
1644
Sutton Wealth Advisors
Florida
$3.24M +$54.3K +398 +2%
AFA
1645
Abacus FCF Advisors
Florida
$3.24M +$84.5K +620 +3%
BCM
1646
Blume Capital Management
California
$3.23M -$1.36K -10 -0%
CSPAM
1647
Cary Street Partners Asset Management
Virginia
$3.22M +$161K +1,181 +5%
GCA
1648
Gradient Capital Advisors
California
$3.22M -$34.2K -251 -1%
MIP
1649
Marietta Investment Partners
Wisconsin
$3.22M -$40.9K -300 -1%
GCM
1650
Gables Capital Management
Florida
$3.2M -$31.4K -230 -1%
64 65
66
67 68