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JPMorgan Chase
JPM

Overview Fund Activity

3,403 hedge funds and large institutions have $228B invested in JPMorgan Chase in 2022 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 1,771 increasing their positions, 1,192 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,403
Holders Change
-89
Holders Change %
-2.55%
% of All Funds
57.54%
Holding in Top 10
350
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-6.67%
% of All Funds
5.92%
New
138
Increased
1,771
Reduced
1,192
Closed
177
Calls
$4.45B
Puts
$6.54B
Net Calls
-$2.09B
Net Calls Change
+$668M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.15B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$673M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$554M
4
GA
Greenhaven Associates
New York
+$438M
5
PIF
Public Investment Fund
Saudi Arabia
+$434M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.81B
2
State Street
State Street
Massachusetts
-$1.2B
3
Capital World Investors
Capital World Investors
California
-$664M
4
BlackRock
BlackRock
New York
-$464M
5
PI
Putnam Investments
Massachusetts
-$379M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
2501
Reynders McVeigh Capital Management
Massachusetts
$786K +$37.7K +335 +5%
EFL
2502
ERn Financial LLC
Wisconsin
$785K +$360K +3,196 +85%
AAM
2503
AMI Asset Management
California
$780K -$88.5K -786 -10%
CANY
2504
Caxton Associates (New York)
New York
$777K -$298K -2,642 -28%
FCFC
2505
First Citizens Financial Corp
Iowa
$777K – – –
PWM
2506
Paulson Wealth Management
Illinois
$776K +$32.4K +288 +4%
FNBSF
2507
First National Bank Sioux Falls
South Dakota
$775K -$53.4K -474 -6%
PA
2508
Probity Advisors
Texas
$775K -$3.49K -31 -0.4%
ZIMP
2509
Zimmermann Investment Management & Planning
Pennsylvania
$775K +$16.4K +146 +2%
ACA
2510
Atlas Capital Advisors
Wyoming
$775K -$26.5K -235 -3%
CHP
2511
Cable Hill Partners
Oregon
$774K +$39.3K +349 +5%
KIG
2512
Kowal Investment Group
Wisconsin
$773K +$152K +1,351 +25%
TVAMP
2513
Tennessee Valley Asset Management Partners
Tennessee
$772K +$25K +222 +3%
FFG
2514
Fullen Financial Group
Ohio
$772K +$34.6K +307 +5%
BOM
2515
Bank of Marin
California
$771K -$13.1K -116 -2%
RW
2516
REDW Wealth
New Mexico
$771K +$11.6K +103 +2%
CWA
2517
Consilium Wealth Advisory
Texas
$770K +$45.7K +406 +6%
RRA
2518
Round Rock Advisors
Connecticut
$770K +$132K +1,169 +21%
CA
2519
CGN Advisors
Kansas
$769K +$152K +1,349 +25%
OIS
2520
Okabena Investment Services
Minnesota
$768K +$67.6K +600 +10%
CA
2521
Cambridge Advisors
Nebraska
$767K -$28.8K -256 -4%
PWAC
2522
Private Wealth Advisors (California)
California
$767K +$2.16K +18 +0.3%
GIM
2523
Greylin Investment Management
Virginia
$766K -$5.63K -50 -0.7%
WC
2524
Winmill & Co
New York
$766K – – –
KWM
2525
Kolinsky Wealth Management
New Jersey
$765K -$5.18K -46 -0.7%
99 100
101
102 103