JPM icon

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 %
FBB
2701
Fulton Breakefield Broenniman
Maryland
$576K +$17.3K +154 +3%
WH
2702
Willner & Heller
California
$576K +$28.8K +256 +5%
APW
2703
Austin Private Wealth
Texas
$575K -$9.91K -88 -2%
TA
2704
TCM Advisors
West Virginia
$574K -$682K – –
LF
2705
Lantz Financial
Illinois
$574K – – –
KCFA
2706
Key Client Fiduciary Advisors
New Jersey
$573K -$13.4K -119 -2%
IA
2707
Insight Advisors
Pennsylvania
$572K -$84.3K -750 -13%
OFW
2708
Omnia Family Wealth
Florida
$571K -$22.1K -196 -4%
HC
2709
Hamilton Capital
Ohio
$571K +$78.9K +701 +16%
RWM
2710
Reston Wealth Management
Virginia
$570K +$3.72K +33 +0.7%
IHL
2711
Investment House LLC
California
$569K -$28.2K -250 -5%
JC
2712
JBF Capital
Colorado
$563K – – –
TFM
2713
TFC Financial Management
Massachusetts
$563K +$60.9K +541 +12%
SFS
2714
Stiles Financial Services
Minnesota
$562K +$8.89K +79 +2%
STAS
2715
Strong Tower Advisory Services
Minnesota
$562K +$38.4K +341 +7%
FA
2716
Faithward Advisors
Pennsylvania
$561K -$43.7K -388 -7%
CA
2717
Centerpoint Advisors
Massachusetts
$561K +$2.25K +20 +0.4%
MA
2718
Momentum Advisors
New York
$561K +$561K +4,985 New
FHC
2719
First Heartland Consultants
Missouri
$559K -$16.9K -150 -3%
BIMC
2720
Benson Investment Management Company
Virginia
$557K – – –
DIM
2721
Delta Investment Management
California
$557K +$113 +1 +0%
VCM
2722
Virtue Capital Management
Tennessee
$554K -$775K -6,882 -58%
HI
2723
Humankind Investments
New York
$553K -$87.6K -778 -14%
AFG
2724
Arkansas Financial Group
Arkansas
$552K -$4.28K -38 -0.8%
SWP
2725
Summit Wealth Partners
Florida
$551K +$349K +3,100 +173%
107 108
109
110 111