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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 %
TF
2426
TLWM Financial
Texas
$1.05M +$68.2K +501 +7%
FRM
2427
Fox Run Management
Connecticut
$1.05M +$438K +3,214 +72%
AC
2428
AlphaCore Capital
California
$1.05M +$779K +5,716 +293%
AIM
2429
Alhambra Investment Management
Florida
$1.04M +$34.5K +253 +3%
PFS
2430
Physicians Financial Services
North Carolina
$1.04M -$4.09K -30 -0.4%
CFO
2431
CVA Family Office
Colorado
$1.04M -$51K -374 -5%
YIH
2432
Y-Intercept (HK)
Hong Kong
$1.04M -$2.47M -18,093 -70%
FFS
2433
Founders Financial Securities
Maryland
$1.03M -$104K -760 -9%
CRI
2434
Colonial River Investments
Virginia
$1.03M +$197K +1,444 +24%
TWA
2435
TPB Wealth Advisors
Texas
$1.03M – – –
NL
2436
Navalign LLC
California
$1.03M +$33.7K +278 +3%
CHA
2437
Carmichael Hill & Associates
Maryland
$1.03M +$7.09K +52 +0.7%
SEIA
2438
Signature Estate & Investment Advisors
California
$1.02M -$33.4M -245,062 -97%
LAM
2439
L2 Asset Management
Massachusetts
$1.02M +$122K +892 +13%
AC
2440
ASB Consultores
Florida
$1.02M -$29.3K -215 -3%
CI
2441
CAZ Investments
Texas
$1.02M – – –
IA
2442
IFG Advisors
Missouri
$1.02M +$15.3K +112 +2%
HHGA
2443
Halbert Hargrove Global Advisors
California
$1.02M +$24.5K +180 +2%
AC
2444
Apella Capital
Connecticut
$1.02M +$142K +1,041 +16%
LFM
2445
Lumina Fund Management
New York
$1.02M +$1.02M +7,500 New
HFA
2446
High Falls Advisors
New York
$1.02M +$6.13K +45 +0.6%
SFWA
2447
Summit Financial Wealth Advisors
Louisiana
$1.02M -$90.8K -666 -8%
HCM
2448
HMS Capital Management
Tennessee
$1.02M +$29.6K +217 +3%
PG
2449
Proffitt & Goodson
Tennessee
$1.02M +$42.3K +310 +4%
BC
2450
Brookfield Corp
Ontario, Canada
$1.02M +$56.3K +413 +6%
96 97
98
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