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 %
SWM
1701
Scissortail Wealth Management
Oklahoma
$3.02M +$259K +2,126 +9%
LHC
1702
Little House Capital
Massachusetts
$3.02M +$134K +986 +5%
SS
1703
Simplicity Solutions
Minnesota
$3.01M -$3.79M -27,810 -56%
WC
1704
Weil Company
California
$3.01M -$884K -6,483 -23%
SOAMC
1705
Spirit of America Management Corp
New York
$3M -$157K -1,150 -5%
Walleye Trading
1706
Walleye Trading
New York
$3M +$3M +21,988 New
IRAG
1707
Investment Research & Advisory Group
Georgia
$3M +$21K +154 +0.7%
FFA
1708
Founders Financial Alliance
North Carolina
$2.99M -$51.9K -381 -2%
WCM
1709
Wunderlich Capital Managemnt
Tennessee
$2.98M -$50.7K -372 -2%
ATC
1710
Adirondack Trust Company
New York
$2.98M +$146K +1,068 +5%
ZB
1711
Zions Bancorporation
Utah
$2.98M +$603K +4,423 +25%
CAM
1712
Centre Asset Management
New York
$2.97M +$2.97M +21,805 New
ESB
1713
Essex Savings Bank
Connecticut
$2.97M +$6K +44 +0.2%
SW
1714
SlateStone Wealth
Florida
$2.97M -$269K -1,973 -8%
GA
1715
Greytown Advisors
Florida
$2.96M +$747K +5,481 +34%
IFWM
1716
Institute for Wealth Management
Colorado
$2.96M +$722K +5,297 +32%
PP
1717
Pegasus Partners
Wisconsin
$2.95M +$36.9K +271 +1%
CAN
1718
Claraphi Advisory Network
United States
$2.94M -$81.9K -601 -3%
TNAM
1719
Terra Nova Asset Management
New York
$2.94M +$210K +1,542 +8%
PCM
1720
Poehling Capital Management
Wisconsin
$2.94M +$9K +66 +0.3%
WAM
1721
Wolverine Asset Management
Illinois
$2.93M +$2.93M +21,526 New
SAM
1722
Sabadell Asset Management
Spain
$2.93M +$167K +1,274 +6%
V
1723
VeraBank
Texas
$2.92M -$76.5K -561 -3%
IP
1724
Investment Partners
Ohio
$2.92M -$76.7K -563 -3%
CCA
1725
Cobblestone Capital Advisors
New York
$2.92M +$31.8K +233 +1%
67 68
69
70 71