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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 %
TCM
2151
Teza Capital Management
Illinois
$1.57M +$1.57M +11,478 New
EA
2152
Eudaimonia Advisors
Tennessee
$1.56M -$39.4K -289 -2%
LC
2153
Lavaca Capital
Texas
$1.56M +$75.1K +551 +5%
GA
2154
GoalVest Advisory
New York
$1.56M +$1.56M +11,451 New
HWMA
2155
Heritage Wealth Management (Arizona)
Arizona
$1.56M +$1.56M +11,455 New
SJIM
2156
St. Johns Investment Management
Florida
$1.55M +$22.5K +165 +1%
PIM
2157
Perpetual Investment Management
Australia
$1.55M -$2.05K -15 -0.1%
BCM
2158
Brooktree Capital Management
Michigan
$1.55M -$286K -2,100 -16%
DBG
2159
De Burlo Group
Massachusetts
$1.55M -$47.7K -350 -3%
FDS
2160
First Dallas Securities
Texas
$1.54M -$116K -849 -7%
OBWG
2161
Onyx Bridge Wealth Group
New York
$1.54M +$318K +2,616 +26%
PFWA
2162
Paces Ferry Wealth Advisors
Georgia
$1.54M +$20.9K +153 +1%
VWM
2163
Venturi Wealth Management
Texas
$1.54M +$133K +974 +9%
MA
2164
MBA Advisors
Pennsylvania
$1.54M +$545 +4 +0%
TA
2165
Townsend & Associates
Colorado
$1.54M +$148K +1,111 +11%
LMKC
2166
L.M. Kohn & Company
Ohio
$1.54M +$1.54M +11,270 New
CAM
2167
Cacti Asset Management
Georgia
$1.53M – – –
HPWM
2168
Highland Private Wealth Management
Washington
$1.53M -$104K -760 -6%
NEWAS
2169
N.E.W. Advisory Services
Wisconsin
$1.53M -$40.3K -265 -3%
WMA
2170
West Michigan Advisors
Michigan
$1.53M +$188K +1,383 +14%
BHBT
2171
Burke & Herbert Bank & Trust
Virginia
$1.53M -$142K -1,045 -9%
PIMG
2172
Patriot Investment Management Group
Tennessee
$1.53M +$763K +5,595 +100%
WA
2173
Waverly Advisors
Alabama
$1.52M -$48.8K -358 -3%
PWMG
2174
Prestige Wealth Management Group
New Jersey
$1.52M +$35.3K +259 +2%
FAM
2175
Formidable Asset Management
Ohio
$1.52M +$112K +821 +8%
85 86
87
88 89