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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 %
IIA
1851
IPG Investment Advisors
California
$2.45M -$321K -2,356 -12%
EHWM
1852
Eads & Heald Wealth Management
Georgia
$2.45M -$9.13K -67 -0.4%
DC
1853
DeDora Capital
California
$2.45M +$2.45M +17,945 New
ZCA
1854
Zeke Capital Advisors
Pennsylvania
$2.43M +$2.18M +15,989 +867%
AFP
1855
Ausdal Financial Partners
Iowa
$2.43M -$264K -1,939 -10%
MG
1856
Mather Group
Illinois
$2.43M +$861K +6,317 +55%
RIA
1857
Realta Investment Advisors
Delaware
$2.43M +$213K +1,565 +10%
TCM
1858
Tandem Capital Management
New Jersey
$2.42M +$5.71K +45 +0.2%
SLT
1859
St Louis Trust
Missouri
$2.42M -$995K -7,297 -29%
MWAM
1860
Manhattan West Asset Management
California
$2.41M +$1.93M +14,183 +403%
MWA
1861
Moser Wealth Advisors
Washington
$2.41M +$15.7K +115 +0.7%
MCA
1862
MSH Capital Advisors
Arizona
$2.41M +$328K +2,405 +16%
WPA
1863
West Paces Advisors
Georgia
$2.41M -$43.9K -322 -2%
CCMT
1864
CMT Capital Markets Trading
Germany
$2.41M -$5.13M -37,639 -68%
RMAM
1865
Raab & Moskowitz Asset Management
New Jersey
$2.4M -$24.1K -177 -1%
PFBT
1866
Parkside Financial Bank & Trust
Missouri
$2.4M -$55.5K -407 -2%
FAIM
1867
Financial Advocates Investment Management
Washington
$2.4M -$81.5K -598 -3%
ACM
1868
Alta Capital Management
Utah
$2.4M +$201K +1,475 +9%
WHC
1869
Wulff, Hansen & Co
California
$2.4M +$409K +3,000 +21%
FSCM
1870
Front Street Capital Management
Montana
$2.39M – – –
BCM
1871
Boltwood Capital Management
California
$2.39M -$80.6K -591 -3%
FFA
1872
Fragasso Financial Advisors
Pennsylvania
$2.39M -$28.9K -212 -1%
AP
1873
Americana Partners
Texas
$2.39M +$160K +1,902 +7%
CFA
1874
Compass Financial Advisors
Indiana
$2.39M +$129K +946 +6%
FCAG
1875
First Capital Advisors Group
New Jersey
$2.38M -$23.3K -171 -1%
73 74
75
76 77