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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 %
IGGA
2901
Iron Gate Global Advisors
Utah
$399K -$14.5K -129 -4%
DCM
2902
Dimension Capital Management
Florida
$399K – – –
MAM
2903
Morse Asset Management
Connecticut
$399K +$399K +3,546 New
HFS
2904
Howard Financial Services
Texas
$397K +$3.83K +34 +1%
TFF
2905
The Family Firm
Maryland
$396K +$2.37K +21 +0.6%
TFA
2906
Tranquilli Financial Advisor
New Jersey
$395K +$72.8K +647 +23%
GITFIT
2907
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$394K +$56.3K +500 +17%
KBFS
2908
Kohmann Bosshard Financial Services
Ohio
$393K – – –
KA
2909
Keene & Associates
Texas
$391K -$176K -1,566 -31%
MWM
2910
MinichMacGregor Wealth Management
New York
$391K +$3.94K +35 +1%
SICM
2911
Sustainable Insight Capital Management
New York
$390K -$23K -200 -6%
TPW
2912
Tiller Private Wealth
Pennsylvania
$388K -$36.3K -322 -9%
CSWM
2913
Cassady Schiller Wealth Management
Ohio
$388K +$10.5K +93 +3%
MPAM
2914
Murphy Pohlad Asset Management
Minnesota
$387K +$80.4K +715 +26%
M1FG
2915
Mach-1 Financial Group
Arkansas
$387K +$359K +3,191 +1,276%
TA
2916
TrueWealth Advisors
Alabama
$385K +$2.71K +24 +0.7%
CIA
2917
Cascade Investment Advisors
Oregon
$384K – – –
IAG
2918
Investment Advisory Group
Massachusetts
$384K -$135K -1,205 -26%
KAM
2919
KEB Asset Management
Illinois
$383K +$13.9K +123 +4%
HHAM
2920
HITE Hedge Asset Management
Massachusetts
$382K – – –
ADMI
2921
Albert D. Mason Inc
Massachusetts
$382K +$3.94K +35 +1%
MWM
2922
Mascoma Wealth Management
New Hampshire
$381K -$5.18K -46 -1%
CAGAS
2923
Capital Advisory Group Advisory Services
Minnesota
$380K -$28K -235 -7%
AWM
2924
Atticus Wealth Management
Florida
$380K -$3.04K -27 -0.8%
FCM
2925
Fourpath Capital Management
Oklahoma
$380K +$22.5K +200 +6%
115 116
117
118 119