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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 %
WCM
1951
WealthBridge Capital Management
Ohio
$2.12M +$661K +4,846 +45%
MS
1952
Madden Securities
Texas
$2.12M +$2.12M +15,520 New
TP
1953
Tranquility Partners
Tennessee
$2.11M +$66.8K +490 +3%
JWM
1954
Jeppson Wealth Management
California
$2.1M +$225K +1,651 +12%
CWMU
1955
Caliber Wealth Management (Utah)
Utah
$2.09M +$204K +1,499 +11%
APF
1956
Alaska Permanent Fund
Alaska
$2.09M – – –
QI
1957
Qtron Investments
Massachusetts
$2.09M – – –
BWA
1958
Blodgett Wealth Advisors
California
$2.08M -$265K -1,947 -11%
MIM
1959
Moseley Investment Management
Florida
$2.08M -$51.3K -376 -2%
MCCP
1960
Mission Creek Capital Partners
California
$2.07M +$15.5K +114 +0.8%
FFG
1961
Fortem Financial Group
California
$2.07M -$29.3K -215 -1%
GG
1962
Gleason Group
Kentucky
$2.07M +$34.4K +252 +2%
CA
1963
Continental Advisors
Utah
$2.06M – – –
CA
1964
Continuum Advisory
Idaho
$2.06M +$242K +5,107 +13%
BEI
1965
Benjamin Edwards Inc
Missouri
$2.06M +$225K +1,650 +12%
LIA
1966
LS Investment Advisors
Michigan
$2.05M -$76.6K -562 -4%
LA
1967
Latitude Advisors
Florida
$2.05M +$467K +3,423 +29%
BFA
1968
Brendel Financial Advisors
New Hampshire
$2.05M -$8.45K -62 -0.4%
VCM
1969
Vivaldi Capital Management
Illinois
$2.04M -$43.8K -368 -2%
BCM
1970
Birmingham Capital Management
Alabama
$2.04M -$102K -750 -5%
LCAM
1971
London & Capital Asset Management
United Kingdom
$2.04M +$40.2K +295 +2%
LC
1972
LCNB Corp
Ohio
$2.04M +$3.41K +25 +0.2%
GFP
1973
Gryphon Financial Partners
Ohio
$2.03M -$45.8K -336 -2%
BDWCC
1974
B&D White Capital Company
Texas
$2.03M +$632K +4,640 +45%
SFG
1975
Summit Financial Group
West Virginia
$2.02M +$73.6K +540 +4%
77 78
79
80 81