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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 %
BIA
2251
BHK Investment Advisors
Alabama
$1.36M +$44.5K +326 +3%
TCB
2252
Texas Capital Bancshares
Texas
$1.36M -$74.2K -544 -5%
MFC
2253
Morris Financial Concepts
South Carolina
$1.36M -$13.4K -98 -1%
OPW
2254
Oxler Private Wealth
New York
$1.35M +$8.86K +65 +0.7%
CAM
2255
Cozad Asset Management
Illinois
$1.35M +$456K +3,347 +51%
4WM
2256
44 Wealth Management
Oregon
$1.35M -$645K -4,731 -32%
DHGWA
2257
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.35M +$1.14M +8,394 +550%
PFGIA
2258
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M -$294K -2,153 -18%
CFG
2259
CKW Financial Group
Hawaii
$1.35M -$10.6K -78 -0.8%
BIA
2260
Benchmark Investment Advisors
Illinois
$1.34M +$146K +1,069 +12%
CIS
2261
Connors Investor Services
Pennsylvania
$1.34M -$11.2M -82,075 -89%
BAM
2262
Burgundy Asset Management
Ontario, Canada
$1.33M – – –
UAML
2263
US Asset Management LLC
Pennsylvania
$1.33M +$9.13K +67 +0.7%
JHCP
2264
Jackson Hole Capital Partners
Oklahoma
$1.33M +$268K +1,968 +25%
NPF
2265
Norris Perne & French
Michigan
$1.33M -$14.3M -104,727 -92%
PIA
2266
Pinion Investment Advisors
Kansas
$1.32M -$21.7K -159 -2%
CFS
2267
CRA Financial Services
New Jersey
$1.32M +$304K +2,227 +30%
HWM
2268
Hemington Wealth Management
Virginia
$1.32M +$439K +3,223 +50%
PC
2269
PhiloSmith Capital
Connecticut
$1.32M +$46.5K +350 +4%
FMP
2270
Financial Management Professionals
Texas
$1.31M +$71.3K +523 +6%
1IA
2271
1620 Investment Advisors
Massachusetts
$1.31M – – –
HBWM
2272
Hollow Brook Wealth Management
New York
$1.31M – – –
FWM
2273
Finer Wealth Management
Massachusetts
$1.31M +$227K +1,664 +21%
CA
2274
Calton & Associates
Florida
$1.3M -$176K -1,962 -12%
DIA
2275
Davidson Investment Advisors
Montana
$1.3M -$63.4K -465 -5%
89 90
91
92 93