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 %
MAWCM
2101
Mine & Arao Wealth Creation & Management
California
$1.67M +$78K +572 +5%
SW
2102
Solidarity Wealth
Utah
$1.67M +$1.67M +12,751 New
SPWM
2103
Schrum Private Wealth Management
Florida
$1.67M -$4.82K -37 -0.3%
GSWM
2104
Golden State Wealth Management
California
$1.67M -$457K -3,357 -22%
PFM
2105
Patton Fund Management
Texas
$1.67M +$4.23K +31 +0.3%
AWM
2106
Accurate Wealth Management
Florida
$1.66M +$850K +6,233 +104%
HT
2107
HAP Trading
New York
$1.66M +$1.66M +12,207 New
KMWM
2108
Keudell/Morrison Wealth Management
Oregon
$1.66M +$82.2K +603 +5%
JWA
2109
JFS Wealth Advisors
Pennsylvania
$1.66M +$194K +1,426 +13%
Fuller & Thaler Asset Management
2110
Fuller & Thaler Asset Management
California
$1.66M -$559K -4,100 -25%
AFS
2111
Axiom Financial Strategies
Indiana
$1.66M -$11K -93 -0.7%
SWRP
2112
Summit Wealth & Retirement Planning
California
$1.66M +$628K +4,604 +61%
OIM
2113
Oder Investment Management
California
$1.65M +$246K +1,805 +17%
FNBOSM
2114
First National Bank of South Miami
Florida
$1.65M +$103K +758 +7%
BST
2115
Bath Savings Trust
Maine
$1.65M -$6.82K -50 -0.4%
JDR
2116
Jay D. Rosenbaum
$1.65M +$7.5K +55 +0.5%
CI
2117
CX Institutional
Indiana
$1.64M +$58.1K +426 +4%
AFC
2118
AFT Forsyth & Company
Florida
$1.64M -$100K -734 -6%
LJCM
2119
Lee Johnson Capital Management
Texas
$1.64M +$608K +4,458 +59%
SG
2120
Stonnington Group
California
$1.64M -$970K -7,291 -37%
HP
2121
Holowesko Partners
Bahamas
$1.64M +$273K +2,000 +20%
GCM
2122
Granby Capital Management
Florida
$1.64M +$1.64M +12,000 New
ARC
2123
Advisor Resource Council
Texas
$1.63M -$2.24M -16,425 -58%
PMA
2124
Prudent Man Advisors
Illinois
$1.62M +$744K +5,462 +85%
MCAI
2125
Members Capital Advisors Inc
Wisconsin
$1.62M – – –
83 84
85
86 87