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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 %
EWM
2226
Empirical Wealth Management
Washington
$1.42M -$328K -2,407 -19%
IWS
2227
Insight Wealth Strategies
California
$1.42M +$234K +1,715 +20%
Eagle Capital Management (New York)
2228
Eagle Capital Management (New York)
New York
$1.42M – – –
MHIC
2229
Marble Harbor Investment Counsel
Massachusetts
$1.41M +$420K +3,084 +42%
CC
2230
Commons Capital
Massachusetts
$1.41M +$10.9K +80 +0.8%
JF
2231
JSF Financial
California
$1.41M +$61.2K +449 +5%
SIC
2232
Sterling Investment Counsel
New York
$1.41M +$426K +3,126 +43%
PCG
2233
Private Capital Group
Connecticut
$1.4M -$51.7K -379 -4%
CGA
2234
Crescent Grove Advisors
Illinois
$1.4M -$209K -1,530 -13%
EAM
2235
Evanson Asset Management
California
$1.4M +$20.6K +151 +1%
QCM
2236
Quantinno Capital Management
New York
$1.4M -$961K -7,047 -41%
CAM
2237
Cidel Asset Management
Ontario, Canada
$1.4M -$60.1K -441 -4%
BHTS
2238
Bar Harbor Trust Services
Maine
$1.39M -$184K -1,346 -12%
TIA
2239
Trust Investment Advisors
Indiana
$1.39M +$17.6K +129 +1%
TCM
2240
Towercrest Capital Management
Pennsylvania
$1.38M +$13.6K +100 +1%
MFG
2241
Monte Financial Group
Connecticut
$1.38M -$174K -1,275 -11%
VIM
2242
Vista Investment Management
Pennsylvania
$1.38M +$66.2K +486 +5%
MIAS
2243
Mason Investment Advisory Services
Virginia
$1.38M – – –
RHAM
2244
Round Hill Asset Management
California
$1.38M – – –
WPC
2245
Wedmont Private Capital
Pennsylvania
$1.37M +$138K +1,017 +11%
FRA
2246
Front Row Advisors
California
$1.37M +$29.4K +216 +2%
DAM
2247
Derbend Asset Management
Georgia
$1.37M – – –
GWANC
2248
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.37M +$87K +638 +7%
COCM
2249
Charter Oak Capital Management
New Hampshire
$1.37M +$177K +1,300 +15%
PFC
2250
Phocas Financial Corp
California
$1.37M +$104K +763 +8%
88 89
90
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