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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 %
HI
2176
HBK Investments
Texas
$1.52M +$1.52M +11,152 New
Kayne Anderson Rudnick Investment Management
2177
Kayne Anderson Rudnick Investment Management
California
$1.51M +$113K +829 +8%
EFG
2178
Everhart Financial Group
Ohio
$1.51M -$33.3K -244 -2%
ACM
2179
Allred Capital Management
Texas
$1.51M +$34.9K +256 +2%
JFA
2180
JNBA Financial Advisors
Minnesota
$1.51M -$26.2K -192 -2%
GHAM
2181
Gilman Hill Asset Management
Connecticut
$1.51M +$134K +984 +10%
EBWM
2182
Eagle Bluffs Wealth Management
Missouri
$1.51M +$116K +851 +8%
TCWM
2183
Total Clarity Wealth Management
Illinois
$1.5M +$105K +767 +7%
AC
2184
Avestar Capital
New York
$1.5M +$85.3K +626 +6%
PG
2185
Prostatis Group
Maryland
$1.5M +$81.4K +597 +6%
HBW
2186
Hazlett, Burt & Watson
West Virginia
$1.5M +$1.5M +10,991 New
TC
2187
Trust Company
Kansas
$1.5M -$74.6K -547 -5%
WA
2188
Wealth Architects
California
$1.49M +$682 +5 +0%
CM
2189
Corvex Management
New York
$1.49M -$56.6M -415,491 -97%
TEC
2190
Tiger Eye Capital
Tennessee
$1.49M – – –
OCPWS
2191
One Charles Private Wealth Services
Massachusetts
$1.49M -$1.5K -11 -0.1%
CPSC
2192
Carl P. Sherr & Co
Massachusetts
$1.48M -$32.3K -237 -2%
CASB
2193
Cape Ann Savings Bank
Massachusetts
$1.48M -$148K -1,084 -9%
AR
2194
Advisory Research
Illinois
$1.48M -$386K -2,828 -21%
CAL
2195
Capital Advisors Ltd
Ohio
$1.47M -$146K -1,068 -9%
OCM
2196
Orleans Capital Management
Louisiana
$1.47M -$738K -5,415 -33%
CS
2197
Capital Square
Tennessee
$1.47M +$88K +646 +6%
LM
2198
Lincluden Management
Ontario, Canada
$1.47M -$53.9K -395 -4%
WAG
2199
Winthrop Advisory Group
Massachusetts
$1.47M +$46K +337 +3%
AIC
2200
Ayalon Insurance Company
Israel
$1.47M -$550K -4,035 -27%
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88
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