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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 %
WP
1776
WMS Partners
Maryland
$2.75M +$23.9K +175 +0.9%
VCAM
1777
Van Cleef Asset Management
Ohio
$2.75M +$814K +5,968 +42%
GPTE
1778
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.74M +$192K +1,410 +8%
PCM
1779
Passive Capital Management
Maryland
$2.74M – – –
FI
1780
Fractal Investments
Connecticut
$2.74M – – –
AC
1781
Asio Capital
Kentucky
$2.74M -$163K -1,196 -6%
SCM
1782
Seascape Capital Management
New Hampshire
$2.73M +$304K +2,227 +13%
MWM
1783
Modera Wealth Management
New Jersey
$2.73M -$2.69M -19,717 -50%
WPW
1784
Warther Private Wealth
Ohio
$2.73M +$527K +3,897 +24%
MUAMU
1785
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.73M +$1.64M +12,000 +150%
OAMG
1786
Odey Asset Management Group
United Kingdom
$2.73M -$3.3M -24,225 -55%
AMIM
1787
Aull & Monroe Investment Management
Alabama
$2.72M – – –
BCA
1788
Bay Colony Advisors
Massachusetts
$2.72M -$27.7K -203 -1%
OC
1789
Oarsman Capital
Wisconsin
$2.72M -$23.6K -173 -0.9%
CM
1790
Capula Management
Cayman Islands
$2.71M -$3.42M -25,275 -56%
VBCG
1791
Valley Brook Capital Group
Pennsylvania
$2.71M +$216K +1,582 +9%
EIM
1792
Essex Investment Management
Massachusetts
$2.7M -$2.01M -14,710 -43%
NPP
1793
New Potomac Partners
Maryland
$2.7M -$68.4K -502 -2%
SCI
1794
Stableford Capital II
Arizona
$2.7M +$72.9K +556 +3%
GDP
1795
Great Diamond Partners
Maine
$2.69M -$252K -1,846 -9%
PCG
1796
Prosperity Consulting Group
Maryland
$2.69M -$49.2K -361 -2%
HDIM
1797
Hanson & Doremus Investment Management
Vermont
$2.69M +$105K +771 +4%
ODG
1798
O'Dell Group
Ohio
$2.69M +$75.5K +554 +3%
OWA
1799
Octavia Wealth Advisors
Ohio
$2.68M +$129K +945 +5%
AIC
1800
Archer Investment Corporation
Indiana
$2.68M +$46.1K +339 +2%
70 71
72
73 74