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 %
KWA
1976
KCS Wealth Advisory
California
$2.01M -$72.4K -531 -3%
CA
1977
Corrado Advisors
New Jersey
$2.01M +$82.2K +603 +4%
ECM
1978
ExodusPoint Capital Management
New York
$2.01M -$9.64M -70,702 -83%
WA
1979
Wambolt & Associates
Colorado
$2.01M -$689K -5,096 -26%
HPCM
1980
High Pointe Capital Management
Illinois
$2M -$123K -900 -6%
HIC
1981
Hartline Investment Corp
Illinois
$2M -$11.2K -72 -0.6%
LWA
1982
Lineweaver Wealth Advisors
Ohio
$2M +$477K +3,498 +31%
TWA
1983
TCI Wealth Advisors
Arizona
$2M -$20.9K -153 -1%
MPPLM
1984
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.99M +$107K +786 +6%
NME
1985
Notis-McConarty Edward
$1.99M -$58.9K -432 -3%
WP
1986
Waycross Partners
Kentucky
$1.99M +$1.99M +14,584 New
PBO
1987
Peoples Bank (Ohio)
Ohio
$1.99M +$38K +279 +2%
LWM
1988
Ledge Wealth Management
Minnesota
$1.99M +$1.99M +14,569 New
TNA
1989
True North Advisors
Texas
$1.98M -$429K -3,149 -18%
PH
1990
Pinnacle Holdings
Oklahoma
$1.98M +$163K +1,199 +9%
WCM
1991
Washington Capital Management
Washington
$1.98M -$61.3K -450 -3%
ACS
1992
Archford Capital Strategies
Illinois
$1.98M +$185K +1,386 +10%
PCP
1993
Proficio Capital Partners
Massachusetts
$1.97M +$161K +1,180 +9%
BWM
1994
BCGM Wealth Management
Indiana
$1.97M +$99.1K +830 +5%
OL
1995
Optas LLC
Texas
$1.97M +$67.9K +498 +4%
JSC
1996
Jackson Square Capital
California
$1.97M -$2.23M -16,394 -53%
GF
1997
Gries Financial
Ohio
$1.97M +$441K +3,237 +29%
HCCM
1998
Hudson Canyon Capital Management
New York
$1.96M +$127K +930 +7%
CIM
1999
Chapman Investment Management
California
$1.96M – – –
MSFS
2000
Main Street Financial Solutions
Pennsylvania
$1.96M -$8.04K -59 -0.4%
78 79
80
81 82