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 %
ADBIC
1901
A.D. Beadell Investment Counsel
Wisconsin
$2.3M -$54.5K -400 -2%
MCA
1902
Magnolia Capital Advisors
Mississippi
$2.3M +$25.5K +187 +1%
MWM
1903
Mattern Wealth Management
Kansas
$2.29M +$353K +2,593 +18%
CL
1904
Choreo LLC
Illinois
$2.29M +$100K +737 +5%
OAM
1905
Oak Asset Management
California
$2.29M +$139K +1,021 +6%
OHWP
1906
Oak Harbor Wealth Partners
North Carolina
$2.29M +$203K +1,486 +10%
BFA
1907
Benedict Financial Advisors
Georgia
$2.28M -$59.4K -436 -3%
OIA
1908
Optimum Investment Advisors
Illinois
$2.27M -$28.6K -210 -1%
ZIG
1909
Zullo Investment Group
Pennsylvania
$2.27M +$93.8K +688 +4%
WIM
1910
Weitz Investment Management
Nebraska
$2.26M -$10.3M -75,465 -82%
ATWA
1911
Arbor Trust Wealth Advisors
Michigan
$2.26M -$138K -1,011 -6%
BA
1912
Birinyi Associates
Connecticut
$2.25M -$273K -2,000 -11%
GPA
1913
Guerra Pan Advisors
New Jersey
$2.25M – – –
EI
1914
Ethic Inc
New York
$2.24M -$96.9K -711 -4%
RDFA
1915
Ritter Daniher Financial Advisory
Ohio
$2.24M +$16.9K +124 +0.8%
JE
1916
JMAC Enterprises
Pennsylvania
$2.24M +$9.68K +71 +0.4%
GAM
1917
Grandview Asset Management
Pennsylvania
$2.24M +$397K +2,911 +22%
BLC
1918
Brown, Lisle/Cummings
Rhode Island
$2.24M +$40.9K +300 +2%
FMB
1919
Field & Main Bank
Kentucky
$2.24M +$2.73K +20 +0.1%
IC
1920
Inscription Capital
Texas
$2.24M -$145K -1,065 -6%
RTC
1921
Riverview Trust Company
Washington
$2.24M +$250K +1,834 +13%
MC
1922
Martin & Co
Tennessee
$2.24M -$169K -1,237 -7%
1WA
1923
180 Wealth Advisors
Washington
$2.23M +$138K +1,049 +7%
BEC
1924
Blue Edge Capital
Virginia
$2.23M +$97.1K +712 +5%
KFI
1925
Key Financial Inc
Pennsylvania
$2.22M -$187K -1,372 -8%
75 76
77
78 79