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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 %
SIA
1926
SkyView Investment Advisors
New Jersey
$2.22M -$21.1K -170 -0.9%
DAM
1927
Delta Asset Management
Tennessee
$2.22M +$84.1K +617 +4%
DMBA
1928
Deseret Mutual Benefit Administrators
Utah
$2.22M -$274K -2,008 -11%
CAM
1929
Covenant Asset Management
New Jersey
$2.22M +$19.1K +140 +0.9%
GPFA
1930
Game Plan Financial Advisors
Ohio
$2.21M – – –
DTC
1931
Davidson Trust Company
Washington
$2.21M +$43.6K +320 +2%
VCP
1932
Verus Capital Partners
Arizona
$2.2M +$2.2M +17,271 New
FCCM
1933
First City Capital Management
Georgia
$2.18M +$16.4K +120 +0.8%
WA
1934
Wealth Alliance
New York
$2.17M +$124K +913 +6%
PWMG
1935
Pinnacle Wealth Management Group
Michigan
$2.17M +$27.3K +200 +1%
CWM
1936
Cornerstone Wealth Management
Missouri
$2.17M -$16.9K -124 -0.8%
BSA
1937
Bull Street Advisors
Georgia
$2.17M +$27.3K +200 +1%
WAM
1938
WealthTrust Asset Management
Florida
$2.16M -$171K -1,254 -7%
GGHC
1939
Gilder Gagnon Howe & Co
New York
$2.15M -$5.45K -40 -0.3%
AWM
1940
Aberdeen Wealth Management
Illinois
$2.15M – – –
AWC
1941
Abundance Wealth Counselors
Pennsylvania
$2.15M +$268K +1,964 +14%
IF
1942
Ironwood Financial
Arizona
$2.15M -$1.77K -13 -0.1%
MPCG
1943
Matrix Private Capital Group
New York
$2.14M +$8.18K +60 +0.4%
MCM
1944
Manchester Capital Management
Vermont
$2.14M -$109K -796 -5%
PWA
1945
Providence Wealth Advisors
Illinois
$2.14M +$37.2K +275 +2%
PCMN
1946
Paradigm Capital Management (Nevada)
Nevada
$2.13M +$19K +139 +0.9%
MWM
1947
Midwest Wealth Management
Indiana
$2.13M +$94.9K +696 +5%
EWA
1948
EverSource Wealth Advisors
Alabama
$2.13M +$294K +2,155 +16%
CBFP
1949
Cedar Brook Financial Partners
Ohio
$2.13M -$39.9K -293 -2%
WCM
1950
Weik Capital Management
Pennsylvania
$2.13M +$89.3K +655 +4%
76 77
78
79 80