JPM icon

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 %
SIM
1651
Sentry Investment Management
Wisconsin
$3.2M -$1.27M -9,329 -28%
LC
1652
Lindbrook Capital
California
$3.19M -$88.9K -652 -3%
AA
1653
Argent Advisors
Louisiana
$3.18M +$457K +3,353 +17%
AIM
1654
Aspen Investment Management
Michigan
$3.18M -$5.45K -40 -0.2%
RCAG
1655
Rehmann Capital Advisory Group
Michigan
$3.18M +$51.1K +375 +2%
MWM
1656
Mission Wealth Management
California
$3.17M -$71.6K -525 -2%
BWL
1657
Bogart Wealth LLC
Virginia
$3.17M +$521K +3,823 +20%
CWM
1658
Cordatus Wealth Management
Pennsylvania
$3.16M -$390K -2,863 -11%
AL
1659
Aspiriant LLC
California
$3.16M -$212K -1,558 -6%
BCFS
1660
Butensky & Cohen Financial Security
Florida
$3.16M +$53.2K +390 +2%
NPA
1661
Nichols & Pratt Advisers
Massachusetts
$3.16M – – –
AW
1662
Alaethes Wealth
Nevada
$3.15M +$219K +1,609 +7%
LOAMS
1663
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.14M -$751K -5,506 -19%
UIA
1664
UBP Investment Advisors
Switzerland
$3.14M +$19.4K +142 +0.6%
WOC
1665
West Oak Capital
California
$3.14M -$27.3K -200 -0.9%
CFGS
1666
Concourse Financial Group Securities
Alabama
$3.13M -$354K -2,594 -10%
EWM
1667
Evermay Wealth Management
Virginia
$3.13M -$69.7K -511 -2%
RWA
1668
Roberts Wealth Advisors
California
$3.13M +$20.4K +151 +0.7%
SG
1669
StoneX Group
New York
$3.12M +$328K +2,409 +12%
AIP
1670
Almanack Investment Partners
Pennsylvania
$3.12M +$18.5K +136 +0.6%
CWP
1671
CFM Wealth Partners
Texas
$3.12M +$323K +2,372 +12%
AS
1672
Altshuler Shaham
Israel
$3.12M -$204M -1,499,359 -98%
WAP
1673
Wealthcare Advisory Partners
Pennsylvania
$3.12M +$126K +921 +4%
SWA
1674
SOA Wealth Advisors
New York
$3.12M -$28.6K -210 -0.9%
NWM
1675
Northcape Wealth Management
New York
$3.11M +$165K +1,211 +6%
65 66
67
68 69