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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 %
TRIA
2051
Trail Ridge Investment Advisors
Colorado
$1.8M -$23.7K -174 -1%
ARMT
2052
Amica Retiree Medical Trust
Rhode Island
$1.8M +$87.5K +642 +5%
PCM
2053
Pointe Capital Management
Michigan
$1.8M +$124K +910 +7%
CA
2054
CoreCap Advisors
Michigan
$1.8M -$1.07M -7,833 -37%
HCM
2055
Highview Capital Management
Illinois
$1.8M -$96.4K -707 -5%
WEG
2056
World Equity Group
Illinois
$1.79M +$1.79M +13,128 New
LWMM
2057
Legacy Wealth Management (Mississippi)
Mississippi
$1.79M -$19.1K -140 -1%
AIP
2058
Ahrens Investment Partners
Louisiana
$1.78M +$37.5K +275 +2%
MAM
2059
Mastrapasqua Asset Management
Tennessee
$1.78M -$270K -1,980 -13%
SFS
2060
Sowell Financial Services
Arkansas
$1.78M -$6.84M -52,411 -79%
HFP
2061
Holistic Financial Partners
Indiana
$1.78M -$78.4K -575 -4%
CHJWM
2062
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.77M +$20.7K +155 +1%
NF
2063
Nvest Financial
New Hampshire
$1.77M +$1.77M +12,947 New
SIM
2064
Sterling Investment Management
Arizona
$1.76M -$409K -3,004 -19%
TAM
2065
Trillium Asset Management
Massachusetts
$1.76M -$33.3K -244 -2%
OAM
2066
Occidental Asset Management
California
$1.75M +$39.1K +287 +2%
SB
2067
Sunflower Bank
Texas
$1.75M +$12.4K +91 +0.7%
FCA
2068
FinTrust Capital Advisors
South Carolina
$1.75M +$5.59K +41 +0.3%
IIL
2069
Insight Inv LLC
California
$1.74M +$68.6K +503 +4%
GKWIM
2070
Gerber Kawasaki Wealth & Investment Management
California
$1.74M -$454K -3,330 -21%
RCA
2071
Ranch Capital Advisors
Florida
$1.74M +$6.55K +48 +0.4%
GWM
2072
Greenwich Wealth Management
Connecticut
$1.74M -$63.9K -469 -4%
IDBONY
2073
Israel Discount Bank of New York
New York
$1.73M -$6.41K -47 -0.4%
GWA
2074
GGM Wealth Advisors
Maryland
$1.73M +$315K +2,432 +22%
PPP
2075
Private Portfolio Partners
New Jersey
$1.73M +$141K +1,033 +9%
81 82
83
84 85