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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 %
HIM
2451
Hotaling Investment Management
Pennsylvania
$1.02M +$17.6K +129 +2%
PWM
2452
Peterson Wealth Management
Nevada
$1.01M -$584K -4,283 -37%
MKC
2453
M. Kraus & Co
Vermont
$1.01M -$1.09K -8 -0.1%
ACM
2454
Ategra Capital Management
Virginia
$1.01M -$196K -1,435 -16%
DAM
2455
Doheny Asset Management
California
$1.01M +$6.81K +50 +0.7%
BIA
2456
Bigelow Investment Advisors
Maine
$1.01M +$70.3K +516 +7%
NWM
2457
Northwest Wealth Management
Iowa
$1.01M +$70.3K +516 +7%
FNBSF
2458
First National Bank Sioux Falls
South Dakota
$1M +$13.1K +96 +1%
PL
2459
Plancorp LLC
Missouri
$998K -$73.5K -539 -7%
LJHT
2460
Laurie J. Hall Trustee
$998K -$44.3K -325 -4%
ACM
2461
Armbruster Capital Management
New York
$998K -$15.5K -114 -2%
RCA
2462
Reitz Capital Advisors
Michigan
$995K -$74.9K -550 -7%
PWM
2463
Purus Wealth Management
California
$993K -$15.4K -113 -2%
LC
2464
Landaas & Company
Wisconsin
$991K – – –
CAM
2465
Cubic Asset Management
Massachusetts
$986K +$171K +1,251 +21%
S
2466
Schroders
United Kingdom
$984K +$984K +7,222 New
FWM
2467
Focused Wealth Management
New York
$983K -$48.7K -357 -5%
SFM
2468
Signet Financial Management
New Jersey
$983K +$4.22K +31 +0.4%
TCM
2469
Triumph Capital Management
Colorado
$981K +$91.9K +674 +10%
BCP
2470
Berkeley Capital Partners
Georgia
$980K +$359K +2,635 +58%
AWA
2471
Alta Wealth Advisors
Massachusetts
$979K +$65.5K +481 +7%
LSA
2472
L & S Advisors
California
$977K -$4.66M -34,197 -83%
CP
2473
Covenant Partners
Tennessee
$977K -$365K -2,673 -27%
T
2474
TOBAM
France
$976K +$568K +4,169 +139%
Grantham, Mayo, Van Otterloo & Co (GMO)
2475
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$975K -$867K -6,361 -47%
97 98
99
100 101