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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 %
ITIM
1676
Indiana Trust & Investment Management
Indiana
$3.11M -$37.5K -275 -1%
APWM
1677
Atlas Private Wealth Management
New York
$3.1M +$131K +959 +4%
BFC
1678
Blue Fin Capital
Rhode Island
$3.1M +$5.86K +43 +0.2%
NSB
1679
Norway Savings Bank
Maine
$3.09M +$17K +125 +0.6%
BDF
1680
Balasa Dinverno & Foltz
$3.09M -$1.77K -13 -0.1%
NCM
1681
NCM Capital Management
New Jersey
$3.09M -$40.8K -299 -1%
LCM
1682
Liberty Capital Management
Michigan
$3.09M -$5.45K -40 -0.2%
CH
1683
Canton Hathaway
Rhode Island
$3.08M -$58.6K -430 -2%
UHC
1684
Union Heritage Capital
Michigan
$3.08M -$54.5K -400 -2%
MFA
1685
Mayflower Financial Advisors
Massachusetts
$3.07M -$382K -2,800 -11%
FMTCOCP
1686
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.07M +$92.8K +681 +3%
FCFC
1687
First Commonwealth Financial Corp
Pennsylvania
$3.07M -$83.3K -611 -3%
MAM
1688
Mystic Asset Management
Rhode Island
$3.07M +$34.1K +250 +1%
BMC
1689
Beaton Management Company
Massachusetts
$3.06M +$50.2K +368 +2%
PIP
1690
Peachtree Investment Partners
Florida
$3.06M -$8.72K -64 -0.3%
OPPTF
1691
OPSEU Pension Plan Trust Fund
Ontario, Canada
$3.06M +$107K +786 +4%
SAM
1692
Sawgrass Asset Management
Florida
$3.05M +$3.05M +22,356 New
AIA
1693
Armor Investment Advisors
North Carolina
$3.05M +$56.3K +413 +2%
MWM
1694
Minot Wealth Management
Massachusetts
$3.04M -$327K -2,401 -10%
SIG
1695
Sargent Investment Group
Maryland
$3.04M +$216K +1,582 +8%
EWM
1696
EPG Wealth Management
Georgia
$3.03M +$318K +2,331 +12%
LCM
1697
Leisure Capital Management
California
$3.03M +$26.2K +192 +0.9%
Aristotle Capital Management
1698
Aristotle Capital Management
California
$3.03M -$1.82M -13,362 -38%
CT
1699
Columbia Trust
Oregon
$3.02M +$297K +2,355 +11%
PBC
1700
Pavion Blue Capital
California
$3.02M -$5.18K -38 -0.2%
66 67
68
69 70