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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
1
T. Rowe Price Associates
Maryland
$3.5B
2
BlackRock
2
BlackRock
New York
$27.5B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.4B
4
Bank of America
4
Bank of America
North Carolina
$7.4B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$363M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.16B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.9B
3
GQG Partners
3
GQG Partners
Florida
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.88B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1
WestEnd Advisors
North Carolina
$43.4B -$43.3M -273,365 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$36.4B +$926M +6,792,220 +3%
BlackRock
3
BlackRock
New York
$27.5B +$1.29B +9,440,222 +5%
State Street
4
State Street
Massachusetts
$19.2B -$131M -959,294 -0.7%
Bank of America
5
Bank of America
North Carolina
$7.4B +$476M +3,493,850 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.59B +$92.7M +681,860 +1%
Capital World Investors
7
Capital World Investors
California
$6.16B -$2.87B -21,016,331 -32%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$5.88B -$724M -5,309,612 -11%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$5.63B -$635M -4,659,718 -10%
Morgan Stanley
10
Morgan Stanley
New York
$5.38B -$26.5M -194,373 -0.5%
Capital Research Global Investors
11
Capital Research Global Investors
California
$4.99B +$217M +1,590,742 +5%
Northern Trust
12
Northern Trust
Illinois
$4.9B -$86.9M -637,484 -2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$4.55B -$1.87M -13,747 -0%
Capital International Investors
14
Capital International Investors
California
$4.44B -$619M -4,539,667 -12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.75B -$411M -3,014,273 -10%
Wells Fargo
16
Wells Fargo
California
$3.64B +$89.6M +657,333 +3%
Norges Bank
17
Norges Bank
Norway
$3.55B +$28M +205,166 +0.8%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$3.5B +$2.05B +15,039,399 +141%
Ameriprise
19
Ameriprise
Minnesota
$3.02B -$90.5M -664,541 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.9B -$1.25B -9,181,730 -30%
Legal & General Group
21
Legal & General Group
United Kingdom
$2.77B +$177M +1,296,831 +7%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$2.64B +$120M +877,422 +5%
Charles Schwab
23
Charles Schwab
California
$2.54B +$110M +805,196 +5%
UBS Group
24
UBS Group
Switzerland
$2.36B +$184M +1,348,251 +8%
Franklin Resources
25
Franklin Resources
California
$2.22B -$55.4M -406,389 -2%
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