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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 %
BCM
2201
Breiter Capital Management
Florida
$1.47M -$12.4K -91 -0.8%
BWM
2202
BlackDiamond Wealth Management
New York
$1.47M -$35.6K -261 -2%
HA
2203
HC Advisors
Georgia
$1.47M +$9.96K +73 +0.7%
OCM
2204
Orion Capital Management
California
$1.47M +$32.7K +240 +2%
FAM
2205
Fulcrum Asset Management
United Kingdom
$1.46M -$2.62M – –
GC
2206
Guardian Capital
Ontario, Canada
$1.46M +$191K +1,400 +15%
ATFA
2207
All Terrain Financial Advisors
Minnesota
$1.46M -$41K -301 -3%
BHIC
2208
Bassett Hargrove Investment Counsel
Delaware
$1.46M -$4.63K -34 -0.3%
FFMBT
2209
First Farmers & Merchants Bank Trust
Tennessee
$1.46M +$17.2K +126 +1%
EWM
2210
Elmwood Wealth Management
California
$1.46M +$38.2K +280 +3%
WIA
2211
Westbourne Investment Advisors
Maryland
$1.46M -$29.3K -215 -2%
TFA
2212
Trinity Financial Advisors
Ohio
$1.45M +$681 +5 +0%
FP
2213
Fiduciary Planning
Florida
$1.45M +$142K +1,044 +11%
I
2214
INVST
Indiana
$1.45M +$71.5K +587 +5%
BCP
2215
Blackhawk Capital Partners
Wisconsin
$1.45M +$121K +886 +9%
SIM
2216
SSI Investment Management
California
$1.45M -$13.6K -100 -0.9%
WA
2217
Waddell & Associates
Tennessee
$1.45M +$276K +2,022 +24%
SMA
2218
Sage Mountain Advisors
Georgia
$1.44M -$1.55M -11,403 -52%
MA
2219
MJP Associates
Connecticut
$1.44M +$264K +1,937 +22%
RBFC
2220
Roman Butler Fullerton & Co
Missouri
$1.44M -$29.2K -214 -2%
EWM
2221
Executive Wealth Management
Michigan
$1.44M +$345K +2,531 +32%
BSI
2222
Bennett Selby Investments
Maine
$1.43M +$148K +1,088 +12%
BWM
2223
BigSur Wealth Management
Florida
$1.42M -$6.81K -50 -0.5%
FIM
2224
Freedom Investment Management
Connecticut
$1.42M -$418K -3,065 -23%
FFC
2225
First Financial Corp
Indiana
$1.42M +$85.5K +627 +6%
87 88
89
90 91