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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 %
HG
2376
Herbst Group
Connecticut
$1.13M +$136K +1,000 +14%
MSCM
2377
McElhenny Sheffield Capital Management
Texas
$1.13M -$3.41K -25 -0.3%
WAL
2378
W Advisors LLC
Tennessee
$1.13M +$52.4K +384 +5%
AMC
2379
Asset Management Corp
Illinois
$1.13M +$86.6K +635 +8%
Members Trust
2380
Members Trust
Florida
$1.13M -$55.3K -406 -5%
SC
2381
Steph & Co
Wisconsin
$1.12M +$16.6K +122 +2%
PCM
2382
Princeton Capital Management
New Jersey
$1.12M +$94K +690 +9%
RPSA
2383
Richard P. Slaughter Associates
Texas
$1.12M +$69.4K +509 +7%
LB
2384
Legacy Bridge
Iowa
$1.12M – – –
RTS
2385
Round Table Services
New Jersey
$1.12M +$159K +1,163 +17%
SI
2386
Shaker Investments
Ohio
$1.11M +$18.1K +133 +2%
DWM
2387
Drive Wealth Management
Utah
$1.11M +$464K +3,405 +72%
SC
2388
Sierra Capital
Florida
$1.11M -$50K -367 -4%
BFG
2389
Bouchey Financial Group
New York
$1.11M -$32.7K -240 -3%
CA
2390
Carson Advisory
Georgia
$1.11M -$13.1K -96 -1%
FH
2391
FWG Holdings
Florida
$1.11M -$1.91K -14 -0.2%
KTA
2392
Keeley-Teton Advisors
Illinois
$1.11M -$9.55K -70 -0.9%
MTWM
2393
Masso Torrence Wealth Management
New Jersey
$1.1M +$38.2K +280 +4%
CG
2394
Corundum Group
Colorado
$1.1M +$450K +3,306 +69%
NERM
2395
New England Research & Management
Illinois
$1.1M +$796K +5,837 +263%
MFP
2396
Meridian Financial Partners
Virginia
$1.09M +$62.7K +460 +6%
ER
2397
Enlightenment Research
Florida
$1.09M +$915K +6,707 +516%
GCM
2398
GoodHaven Capital Management
New Jersey
$1.09M – – –
LIA
2399
LBMC Investment Advisors
Tennessee
$1.08M -$10.4K -76 -0.9%
VCM
2400
Viewpoint Capital Management
Washington
$1.08M – – –
94 95
96
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