JPM icon

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 %
CMANY
2401
Capital Management Associates (New York)
New York
$1.08M +$204K +1,493 +23%
CWA
2402
Clearview Wealth Advisors
Oregon
$1.08M -$43.9K -322 -4%
CPA
2403
Cardiff Park Advisors
California
$1.08M +$113K +828 +12%
GPA
2404
Garrison Point Advisors
California
$1.08M -$3.41K -25 -0.3%
SAM
2405
SignalPoint Asset Management
Missouri
$1.08M +$125K +920 +13%
OBGC
2406
O'Brien Greene & Co
Pennsylvania
$1.08M -$1.23K -9 -0.1%
CWC
2407
Carolinas Wealth Consulting
North Carolina
$1.07M -$32.9K -241 -3%
IIM
2408
Ironwood Investment Management
Massachusetts
$1.07M – – –
MFG
2409
Menard Financial Group
Texas
$1.07M -$87.6K -643 -8%
PK
2410
Pflug Koory
Nebraska
$1.07M – – –
RCM
2411
Raleigh Capital Management
North Carolina
$1.07M +$247K +1,814 +30%
RG
2412
Renaissance Group
Kentucky
$1.06M +$19.6K +144 +2%
AHIA
2413
Andrew Hill Investment Advisors
Florida
$1.06M -$2.83M -20,806 -73%
CC
2414
Corsicana & Co
Texas
$1.06M +$30.7K +225 +3%
AP
2415
Atwood & Palmer
Missouri
$1.06M -$34.1K -250 -3%
QWM
2416
QP Wealth Management
New Jersey
$1.06M +$7.77K +57 +0.7%
ACM
2417
Alethea Capital Management
Washington
$1.06M +$613K +4,499 +138%
PC
2418
Port Capital
Illinois
$1.05M -$274K -2,007 -21%
AAM
2419
AMI Asset Management
California
$1.05M +$173K +1,272 +20%
BI
2420
Bramshill Investments
Florida
$1.05M +$304K +2,229 +41%
CAIMH
2421
Central Asset Investments & Management Holdings
Hong Kong
$1.05M -$2.51M -18,400 -70%
DFS
2422
Dixon Fnancial Services
California
$1.05M +$3.41K +25 +0.3%
RCG
2423
Rock Creek Group
District of Columbia
$1.05M +$386K +2,828 +58%
BCM
2424
BlueCrest Capital Management
Jersey
$1.05M +$1.05M +7,689 New
RZH
2425
Relyea Zuckerberg Hanson
Connecticut
$1.05M -$83.8K -658 -7%
95 96
97
98 99