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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 %
RCIM
2001
Red Cedar Investment Management
Michigan
$1.96M -$386K -2,829 -16%
ED
2002
Exane Derivatives
France
$1.96M -$919K -6,739 -32%
PFM
2003
Phillips Financial Management
Indiana
$1.95M -$409 -3 -0%
MTIC
2004
Missouri Trust & Investment Company
Missouri
$1.95M +$223K +1,637 +13%
S
2005
Surevest
California
$1.95M -$3.28M -24,090 -63%
6F
2006
626 Financial
Michigan
$1.94M +$117K +857 +6%
LNWTC
2007
Laird Norton Wetherby Trust Company
Washington
$1.93M -$155K -1,138 -7%
NCM
2008
Neumann Capital Management
California
$1.93M -$27.3K -200 -1%
LIM
2009
Longfellow Investment Management
Massachusetts
$1.93M +$553K +4,053 +40%
WWM
2010
Wolff Wiese Magana
California
$1.93M -$104K -761 -5%
BCFD
2011
Boit C.F. David
$1.93M -$162K -1,192 -8%
DI
2012
DAGCO Inc
Ohio
$1.92M +$60.1K +458 +3%
SWA
2013
SFMG Wealth Advisors
Texas
$1.92M -$12.1K -89 -0.6%
BMC
2014
Benin Management Corp
Connecticut
$1.92M +$34.1K +250 +2%
HCM
2015
HGI Capital Management
New York
$1.92M -$77.4K -568 -4%
TAIM
2016
TD Ameritrade Investment Management
Nebraska
$1.91M +$57.9K +425 +3%
WWM
2017
Windsor Wealth Management
Indiana
$1.91M +$5.47K +41 +0.3%
PRWA
2018
Platte River Wealth Advisors
Colorado
$1.9M -$1.23M -8,993 -39%
TLCM
2019
Twin Lakes Capital Management
California
$1.9M -$388K -2,847 -17%
CWM
2020
Connecticut Wealth Management
Connecticut
$1.9M +$14.9K +109 +0.8%
NCM
2021
Next Capital Management
New York
$1.89M +$397K +2,915 +27%
TB
2022
Terril Brothers
Missouri
$1.89M -$1.4M -10,253 -42%
BC
2023
Bowman & Company
Wisconsin
$1.89M +$252K +1,852 +15%
WA
2024
WBH Advisory
Maryland
$1.89M -$86K -697 -4%
BAM
2025
Byrne Asset Management
New Jersey
$1.89M +$125K +920 +7%
79 80
81
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