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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 %
WMP
2326
Wealth Management Partners
Arizona
$1.21M +$268K +2,000 +29%
CBT
2327
Central Bank & Trust
Kentucky
$1.21M -$60.7K -445 -5%
HFAS
2328
Hummer Financial Advisory Services
Illinois
$1.21M -$18K -132 -1%
WAAG
2329
Wealth Alliance Advisory Group
Kansas
$1.2M +$94.8K +696 +9%
CA
2330
CapWealth Advisors
Tennessee
$1.2M -$8.18K -60 -0.7%
SM
2331
Salzhauer Michael
$1.19M – – –
MA
2332
MONECO Advisors
Connecticut
$1.19M +$26.7K +196 +2%
LSA
2333
Lion Street Advisors
Texas
$1.19M -$134K -987 -10%
BB
2334
Bell Bank
North Dakota
$1.19M -$4.77K -35 -0.4%
BWM
2335
Baystate Wealth Management
Massachusetts
$1.19M +$4.91K +36 +0.4%
GTAM
2336
Global Trust Asset Management
Florida
$1.19M +$90K +660 +8%
LWM
2337
Lionsbridge Wealth Management
Florida
$1.19M -$45.4K -333 -4%
THWM
2338
Taylor Hoffman Wealth Management
Virginia
$1.18M +$136 +1 +0%
TCPWM
2339
Traverso Chambers Private Wealth Management
California
$1.18M +$25.1K +184 +2%
MLA
2340
My Legacy Advisors
Oregon
$1.18M +$1.18M +8,649 New
AWM
2341
Accel Wealth Management
Iowa
$1.18M +$6.23K +46 +0.5%
SIC
2342
Samalin Investment Counsel
New York
$1.18M -$61.9K -454 -5%
LF
2343
LifeSteps Financial
California
$1.18M -$67.9K -498 -5%
CG
2344
Clarus Group
Texas
$1.17M -$12.3K -90 -1%
BFA
2345
Beacon Financial Advisory
Ohio
$1.17M +$10.4K +76 +0.9%
CVM
2346
Cheviot Value Management
California
$1.17M -$42.9K -315 -4%
WMA
2347
Wealth Management Associates
New Jersey
$1.17M +$35.9K +263 +3%
TFA
2348
Triad Financial Advisors
North Carolina
$1.17M -$124K -909 -10%
DWM
2349
Defined Wealth Management
Oregon
$1.17M – – –
SFG
2350
Sather Financial Group
Texas
$1.17M +$542K +3,974 +87%
92 93
94
95 96