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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 %
ORC
1876
O'Rourke & Company
Massachusetts
$2.38M +$10.9K +80 +0.5%
RWM
1877
RKL Wealth Management
Pennsylvania
$2.38M +$175K +1,284 +8%
TPWM
1878
Twelve Points Wealth Management
Massachusetts
$2.38M -$61.6K -452 -3%
DR
1879
Davis Rea
Ontario, Canada
$2.37M -$13.9M -46,573 -85%
FPIS
1880
Financial Planning & Information Services
Wisconsin
$2.37M -$51.4K -377 -2%
T
1881
TCWP
Ohio
$2.36M -$45.8K -336 -2%
KFGK
1882
Keystone Financial Group (Kentucky)
Kentucky
$2.36M +$254K +1,864 +12%
KF
1883
Krilogy Financial
Missouri
$2.36M +$120K +881 +5%
PWP
1884
Pursue Wealth Partners
California
$2.35M +$965K +7,362 +69%
IAS
1885
Investment Advisory Services
Texas
$2.35M -$2.18K -16 -0.1%
APC
1886
Aristotle Pacific Capital
California
$2.35M – – –
FANJ
1887
Financial Architects (New Jersey)
New Jersey
$2.35M +$88.4K +648 +4%
WPC
1888
White Pine Capital
Minnesota
$2.35M +$375K +2,752 +19%
EL
1889
EMFO LLC
Florida
$2.33M – – –
GA
1890
GFS Advisors
Texas
$2.33M +$170K +1,247 +8%
PPW
1891
Pinnacle Private Wealth
Massachusetts
$2.33M +$23.4K +172 +1%
SCM
1892
Spreng Capital Management
Ohio
$2.32M -$19.8K -145 -0.8%
SCP
1893
Sandhill Capital Partners
New York
$2.32M +$403K +2,957 +21%
PHK
1894
Point72 Hong Kong
Hong Kong
$2.32M +$2.32M +17,016 New
FWP
1895
FAS Wealth Partners
Kansas
$2.32M +$319K +2,339 +16%
GKFF
1896
George Kaiser Family Foundation
Oklahoma
$2.31M – – –
CFFP
1897
Center for Financial Planning
Michigan
$2.3M -$74.7K -548 -3%
OSIA
1898
O'Shares Investment Advisers
Massachusetts
$2.3M +$129K +945 +6%
SDWIA
1899
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.3M -$818 -6 -0%
HNWAG
1900
High Net Worth Advisory Group
Florida
$2.3M -$136K -996 -6%
74 75
76
77 78