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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
$3.5B
2
BlackRock
BlackRock
New York
$27.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$36.4B
4
Bank of America
Bank of America
North Carolina
$7.4B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$363M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$6.16B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.9B
3
GQG Partners
GQG Partners
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.88B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
201
Voloridge Investment Management
Florida
$116M +$90.5M +664,147 +360%
Federated Hermes
202
Federated Hermes
Pennsylvania
$116M -$9.46M -69,399 -8%
CII
203
Capital International Inc
California
$115M -$22.6M -165,552 -16%
AIG
204
American International Group
New York
$113M -$3.27M -23,952 -3%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$112M +$6.55M +48,058 +6%
EAM
206
Eagle Asset Management
Florida
$111M -$43.1M -316,185 -28%
ASRS
207
Arizona State Retirement System
Arizona
$111M -$1.02M -7,474 -0.9%
MIM
208
MetLife Investment Management
New Jersey
$110M +$20.6M +150,815 +23%
DWA
209
Douglass Winthrop Advisors
New York
$109M -$149K -1,096 -0.1%
QP
210
Quilter Plc
United Kingdom
$107M +$10.5M +76,665 +11%
GC
211
Guggenheim Capital
Illinois
$107M -$41.8M -306,966 -28%
CVA
212
Ceredex Value Advisors
Florida
$105M +$105M +773,295 New
DnB Asset Management
213
DnB Asset Management
Norway
$105M +$11.9M +87,101 +13%
LGF
214
LGT Group Foundation
Liechtenstein
$104M +$7.31M +53,992 +8%
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
$103M -$22.5M -164,572 -18%
GG
216
Gofen & Glossberg
Illinois
$103M +$216K +1,584 +0.2%
Mirae Asset Global Investments
217
Mirae Asset Global Investments
South Korea
$103M +$9.65M +70,796 +10%
AB
218
Amalgamated Bank
New York
$102M -$6.62M -48,576 -6%
AF
219
Amalgamated Financial
New York
$102M +$102M +746,047 New
SOMRS
220
State of Michigan Retirement System
Michigan
$102M +$189K +1,388 +0.2%
UIM
221
USS Investment Management
United Kingdom
$102M -$1.1M -8,066 -1%
Creative Planning
222
Creative Planning
Kansas
$102M +$23M +168,682 +29%
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$101M +$10.5M +76,905 +12%
SG Americas Securities
224
SG Americas Securities
New York
$99.8M +$73.6M +540,247 +281%
WF
225
Welch & Forbes
Massachusetts
$99.7M +$2.15M +15,804 +2%
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