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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 %
GWM
1826
Graybill Wealth Management
Illinois
$2.59M +$67.9K +498 +3%
MIM
1827
Miller Investment Management
Pennsylvania
$2.58M – – –
NFG
1828
Nations Financial Group
Iowa
$2.57M +$1.28M +9,421 +100%
CCM
1829
Condor Capital Management
New Jersey
$2.57M -$61.5K -451 -2%
MCM
1830
McMillion Capital Management
North Carolina
$2.55M -$254K -1,861 -9%
AIM
1831
Acropolis Investment Management
Missouri
$2.55M -$17K -125 -0.7%
IIC
1832
Integrated Investment Consultants
Michigan
$2.54M -$175K -1,281 -6%
GIM
1833
Guardian Investment Management
California
$2.54M +$273K +2,000 +12%
PPWP
1834
Proquility Private Wealth Partners
Nevada
$2.54M +$35.7K +302 +1%
EHC
1835
Everett Harris & Co
California
$2.54M +$153K +1,119 +6%
APIM
1836
Agate Pass Investment Management
Washington
$2.53M +$135K +989 +6%
CWM
1837
Chesapeake Wealth Management
Virginia
$2.53M -$981K -7,194 -28%
DA
1838
Dillon & Associates
Michigan
$2.53M -$46.9K -345 -2%
AA
1839
Altman Advisors
Illinois
$2.5M +$136K +996 +6%
HFBOT
1840
Home Federal Bank of Tennessee
Tennessee
$2.49M – – –
LFA
1841
Landmark Financial Advisors
Kentucky
$2.48M +$81K +639 +3%
BWM
1842
Bulltick Wealth Management
Florida
$2.48M +$457K +3,350 +23%
CCG
1843
Ceeto Capital Group
Florida
$2.47M +$14.6K +107 +0.6%
IIC
1844
Ironwood Investment Counsel
Arizona
$2.47M +$43.5K +319 +2%
SWM
1845
Sugarloaf Wealth Management
Georgia
$2.46M +$291K +2,116 +13%
WA
1846
WP Advisors
California
$2.46M -$134K -983 -5%
GC
1847
GFG Capital
Florida
$2.46M +$7.77K +57 +0.3%
HIP
1848
HUB Investment Partners
Texas
$2.46M -$260K -1,909 -10%
SCA
1849
Strategic Capital Advisers
Colorado
$2.46M -$104K -764 -4%
RF
1850
Rollins Financial
Georgia
$2.45M +$220K +1,613 +10%
72 73
74
75 76