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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 %
HH
2276
HWG Holdings
Texas
$1.3M -$779K -5,717 -37%
NFSG
2277
Newbridge Financial Services Group
Florida
$1.3M -$15.8K -116 -1%
CANY
2278
Caxton Associates (New York)
New York
$1.3M +$1.05M +7,673 +411%
MCM
2279
Morton Capital Management
California
$1.3M +$6.95K +51 +0.5%
VFA
2280
Voya Financial Advisors
Connecticut
$1.29M +$134K +952 +12%
OQS
2281
Occudo Quantitative Strategies
Florida
$1.29M +$1.29M +9,487 New
OPOWM
2282
One Plus One Wealth Management
Florida
$1.29M +$12.4K +91 +1%
MW
2283
MBL Wealth
North Carolina
$1.29M +$1.29M +9,435 New
Fiera Capital (Canada)
2284
Fiera Capital (Canada)
Quebec, Canada
$1.28M -$936K -6,864 -42%
MCWA
2285
Meadow Creek Wealth Advisors
Georgia
$1.28M -$90.9K -667 -7%
AA
2286
Auxano Advisors
Washington
$1.28M -$266K -1,948 -17%
TWP
2287
Tempus Wealth Planning
California
$1.28M -$89.9K -660 -7%
RSVP
2288
Ramsay Stattman Vela & Price
Colorado
$1.28M +$1.07M +7,825 +501%
MWM
2289
Marion Wealth Management
Pennsylvania
$1.28M +$17.6K +129 +1%
SSA
2290
South Street Advisors
New York
$1.28M +$33.4K +245 +3%
SRC
2291
Sage Rhino Capital
California
$1.27M -$26.3K -193 -2%
CCM
2292
Cribstone Capital Management
Maine
$1.27M +$1.05M +7,670 +466%
CCA
2293
Childress Capital Advisors
Texas
$1.27M -$66.2K -486 -5%
AGP
2294
Autumn Glory Partners
Texas
$1.27M -$1.23M -8,986 -49%
BWM
2295
BerganKDV Wealth Management
Minnesota
$1.26M -$135K -988 -10%
LIM
2296
Loudon Investment Management
New Hampshire
$1.26M +$269K +1,975 +27%
CIA
2297
Citadel Investment Advisory
Ohio
$1.26M -$7.36K -54 -0.6%
LCM
2298
LVM Capital Management
Michigan
$1.25M +$26.2K +192 +2%
GC
2299
Gilbert & Cook
Iowa
$1.25M +$261K +1,915 +26%
AI
2300
AXS Investments
New York
$1.25M +$267K +1,960 +27%
90 91
92
93 94