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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 %
CB
2126
Cadence Bank
Mississippi
$1.62M +$14.7K +108 +0.9%
AWA
2127
Acorn Wealth Advisors
Michigan
$1.62M +$4.63K +34 +0.3%
WDC
2128
Woodward Diversified Capital
California
$1.61M +$139K +1,023 +9%
SIA
2129
Strategic Investment Advisors
Michigan
$1.61M +$47K +345 +3%
VCM
2130
Virtue Capital Management
Tennessee
$1.61M +$413K +3,033 +35%
CIM
2131
Caldwell Investment Management
Ontario, Canada
$1.61M +$1.61M +11,460 New
PWM
2132
Palumbo Wealth Management
New York
$1.6M +$41.2K +302 +3%
TGAM
2133
TBH Global Asset Management
Tennessee
$1.6M +$70.7K +519 +5%
BAS
2134
Brown Advisory Securities
Maryland
$1.6M -$529K -3,876 -25%
ICM
2135
IMS Capital Management
Oregon
$1.6M +$407K +2,988 +34%
AA
2136
Aire Advisors
California
$1.59M -$25.1K -184 -2%
WCBA
2137
Weaver C. Barksdale & Associates
Tennessee
$1.59M +$21.7K +159 +1%
GWCM
2138
Godshalk Welsh Capital Management
Pennsylvania
$1.59M -$18.3K -134 -1%
MCM
2139
Mainstay Capital Management
Michigan
$1.59M – – –
SCG
2140
Sonata Capital Group
Washington
$1.59M -$64.8K -475 -4%
SN
2141
Sittner & Nelson
Oregon
$1.59M +$136 +1 +0%
AIA
2142
Alera Investment Advisors
Illinois
$1.58M +$895K +6,559 +131%
W
2143
Wealthquest
Ohio
$1.58M – – –
BI
2144
Ballast Inc
Kentucky
$1.58M +$153K +1,123 +11%
FPCP
2145
Fort Point Capital Partners
California
$1.57M +$18K +132 +1%
EWS
2146
Evergreen Wealth Solutions
Pennsylvania
$1.57M +$51.1K +375 +3%
HFG
2147
Heron Financial Group
New York
$1.57M -$232K -1,700 -13%
SXL
2148
Summit X LLC
Missouri
$1.57M -$94.3K -691 -6%
BCAM
2149
Boston Common Asset Management
Massachusetts
$1.57M -$152K -1,115 -9%
PCM
2150
Prelude Capital Management
New York
$1.57M +$704K +5,162 +82%
84 85
86
87 88