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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 %
RB
2351
Renasant Bank
Mississippi
$1.17M +$274K +2,008 +31%
AA
2352
ALPS Advisors
Colorado
$1.16M -$330K -2,420 -22%
QC
2353
Quent Capital
New York
$1.16M -$524K -3,846 -31%
FNBTCON
2354
First National Bank & Trust Co of Newtown
Pennsylvania
$1.16M +$17.7K +130 +2%
SHWM
2355
Silicon Hills Wealth Management
Texas
$1.16M – – –
TWM
2356
Tradition Wealth Management
Minnesota
$1.16M +$38.2K +280 +3%
TCA
2357
Taconic Capital Advisors
New York
$1.16M +$1.16M +8,500 New
TFCP
2358
Twin Focus Capital Partners
Massachusetts
$1.15M +$19.4K +142 +2%
SHFA
2359
SC&H Financial Advisors
Maryland
$1.15M -$6.27K -46 -0.5%
OCG
2360
Opus Capital Group
Ohio
$1.15M -$1.09K -8 -0.1%
PCS
2361
Personal CFO Solutions
New Jersey
$1.15M +$113K +830 +11%
MAC
2362
Mason & Associates (California)
California
$1.15M +$384K +2,813 +50%
JF
2363
Jump Financial
Illinois
$1.15M +$560K +4,112 +96%
HTHT
2364
Hemenway Trust Hemenway Trust
New Hampshire
$1.15M – – –
DA
2365
DSC Advisors
Illinois
$1.14M +$718K +5,266 +168%
FWM
2366
Foresight Wealth Management
Utah
$1.14M +$255K +1,871 +29%
HVM
2367
Harvest Volatility Management
Connecticut
$1.14M +$708K +5,196 +164%
KP
2368
Keel Point
Alabama
$1.14M -$1.5K -11 -0.1%
VC
2369
Veracity Capital
Georgia
$1.14M +$200K +1,468 +21%
TT
2370
TI-Trust
Illinois
$1.13M -$17.7K -130 -2%
NCA
2371
New Century Advisors
Maryland
$1.13M -$1.47M -10,815 -57%
SC
2372
Searle & Co
Connecticut
$1.13M +$68.2K +500 +6%
EM
2373
ELCO Management
New York
$1.13M +$818 +6 +0.1%
WA
2374
Winfield Associates
Ohio
$1.13M -$88.5K -649 -7%
OIM
2375
Orca Investment Management
Oregon
$1.13M -$46.9K -344 -4%
93 94
95
96 97