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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 %
MCM
2301
Mendel Capital Management
Arkansas
$1.25M +$45K +330 +4%
SIG
2302
Spinnaker Investment Group
California
$1.24M -$4.94K -35 -0.4%
AA
2303
Addison Advisors
Vermont
$1.24M +$285K +2,090 +30%
RWP
2304
Ridgecrest Wealth Partners
California
$1.23M – – –
ACM
2305
Ayrshire Capital Management
Connecticut
$1.23M +$21.3K +156 +2%
HR
2306
Hardy Reed
Mississippi
$1.23M +$9.13K +67 +0.7%
JGCM
2307
Joseph Group Capital Management
Ohio
$1.23M +$61.6K +452 +5%
DL
2308
DOHJ LLC
Washington
$1.22M +$564K +4,139 +85%
PA
2309
PSI Advisors
Florida
$1.22M +$6.95K +51 +0.6%
GTCM
2310
Gyon Technologies Capital Management
New Jersey
$1.22M +$1.22M +8,965 New
NF
2311
NTB Financial
Colorado
$1.22M +$346K +2,540 +40%
VT
2312
Vise Technologies
New York
$1.22M +$932K +6,839 +323%
RWP
2313
Revolve Wealth Partners
New Jersey
$1.22M +$121K +889 +11%
BSAM
2314
Blue Square Asset Management
New York
$1.22M -$346K -2,536 -22%
PWM
2315
Prentice Wealth Management
New York
$1.22M +$48.1K +355 +4%
KCM
2316
KRS Capital Management
Michigan
$1.22M +$61.3K +450 +5%
FPGK
2317
Financial Partners Group (Kansas)
Kansas
$1.22M -$161K -1,185 -12%
OR
2318
Olympiad Research
Connecticut
$1.22M -$409 -3 -0%
PAM
2319
Premier Asset Management
Illinois
$1.22M -$568K -4,168 -32%
CSB
2320
City State Bank
Iowa
$1.22M +$65K +477 +6%
HI
2321
Hendershot Investments
Virginia
$1.21M – – –
SIG
2322
Sky Investment Group
Connecticut
$1.21M +$129K +945 +12%
CFO
2323
Collective Family Office
Pennsylvania
$1.21M +$179K +1,310 +17%
SAMT
2324
Select Asset Management & Trust
Pennsylvania
$1.21M -$1.64M -12,020 -58%
WDL
2325
Well Done LLC
Michigan
$1.21M -$18.8K -138 -2%
91 92
93
94 95