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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 %
SEEDPG
2076
S.E.E.D. Planning Group
New York
$1.73M +$1.47M +10,814 +580%
RCG
2077
Regatta Capital Group
California
$1.73M +$42.4K +311 +3%
CPIA
2078
Cornell Pochily Investment Advisors
New York
$1.72M +$59.8K +439 +4%
CIC
2079
Chilton Investment Company
Connecticut
$1.72M -$748K -5,484 -30%
DFA
2080
Delta Financial Advisors
Louisiana
$1.71M +$30.9K +227 +2%
GFG
2081
Greystone Financial Group
Michigan
$1.71M +$900K +6,601 +111%
WI
2082
WrapManager Inc
California
$1.71M +$54.2K +398 +3%
KIC
2083
Kensington Investment Counsel
California
$1.71M +$86.8K +637 +5%
HBT
2084
Heartland Bank & Trust
Illinois
$1.71M +$500K +3,668 +41%
FWP
2085
Falcon Wealth Planning
California
$1.71M -$48K -352 -3%
CAM
2086
Costello Asset Management
Pennsylvania
$1.71M +$852K +6,250 +100%
TFP
2087
Tilia Fiduciary Partners
North Carolina
$1.7M +$89.1K +654 +6%
WCM
2088
Windsor Capital Management
Arizona
$1.69M +$23.3K +171 +1%
SWM
2089
Selective Wealth Management
Virginia
$1.69M -$337K -2,472 -17%
CRCM
2090
Crystal Rock Capital Management
Illinois
$1.69M – – –
BWP
2091
BSW Wealth Partners
Colorado
$1.69M +$60.1K +441 +4%
CCG
2092
Chatham Capital Group
Georgia
$1.69M – – –
FPAS
2093
Focus Partners Advisor Solutions
Missouri
$1.69M +$193K +1,417 +13%
KA
2094
KLCM Advisors
Wisconsin
$1.69M -$60K -440 -3%
KLWA
2095
Kelly Lawrence W & Associates
California
$1.69M -$27.3K -200 -2%
CBT
2096
CoreFirst Bank & Trust
Kansas
$1.69M +$61.8K +453 +4%
PIA
2097
Perennial Investment Advisors
California
$1.68M -$2.87K -21 -0.2%
PMFA
2098
Plante Moran Financial Advisors
Michigan
$1.68M -$83.8K -615 -5%
CWP
2099
Concord Wealth Partners
Virginia
$1.67M +$106K +776 +7%
NHC
2100
Nicholas Hoffman & Company
Georgia
$1.67M -$45.3K -332 -3%
82 83
84
85 86