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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 %
REMPR
2026
Roof Eidam Maycock Peralta (REMP)
California
$1.89M +$13.6K +100 +0.7%
SLWA
2027
San Luis Wealth Advisors
California
$1.89M -$1.11K -7 -0.1%
BFO
2028
Biltmore Family Office
North Carolina
$1.88M -$105K -772 -5%
MMC
2029
Mizuho Markets Cayman
Cayman Islands
$1.87M +$469K +3,440 +33%
DI
2030
DFPG Investments
Utah
$1.87M +$246K +1,913 +15%
MA
2031
MCF Advisors
Kentucky
$1.87M +$1.87M +13,733 New
AI
2032
Accredited Investors
Minnesota
$1.87M +$10.1K +74 +0.5%
TIA
2033
Traphagen Investment Advisors
New Jersey
$1.86M +$300K +2,198 +19%
AFS
2034
Access Financial Services
Minnesota
$1.86M -$120K -880 -6%
GI
2035
GS Investments
Minnesota
$1.86M +$27.1K +214 +1%
UCI
2036
Uncommon Cents Investing
Wisconsin
$1.86M +$484K +3,548 +35%
CIM
2037
CIM Investment Management
Pennsylvania
$1.86M +$40.8K +299 +2%
NIMI
2038
Natixis Investment Managers International
France
$1.85M +$1.85M +13,605 New
LA
2039
Lindenwold Advisors
Pennsylvania
$1.85M -$145K -1,065 -7%
WAM
2040
Weatherly Asset Management
California
$1.85M +$53.8K +395 +3%
SWM
2041
Sculati Wealth Management
Michigan
$1.84M +$61.5K +451 +3%
AFS
2042
Aft Forsyth & Sober
Florida
$1.83M – – –
TWI
2043
Thomas White International
Illinois
$1.83M – – –
KA
2044
Klingman & Associates
New York
$1.83M +$315K +2,313 +21%
ACMA
2045
Arbor Capital Management (Alaska)
Alaska
$1.82M -$143K -1,056 -7%
HCM
2046
Highlander Capital Management
New Jersey
$1.81M -$13.6K -100 -0.7%
LOIM
2047
Liberty One Investment Management
Illinois
$1.81M +$92.2K +676 +5%
IF
2048
Intrua Financial
Texas
$1.81M -$251K -1,842 -12%
SI
2049
Saxon Interests
Texas
$1.81M +$324K +2,375 +22%
SFG
2050
Steward Financial Group
Texas
$1.8M – – –
80 81
82
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