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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 %
FG
701
Fiduciary Group
Georgia
$12.4M +$182K +1,515 +1%
TYCC
702
Texas Yale Capital Corp
Florida
$12.4M +$836K +7,420 +7%
WIM
703
Waverton Investment Management
United Kingdom
$12.4M +$995K +8,839 +9%
GIM
704
Grassi Investment Management
California
$12.3M -$95.4K -847 -0.8%
CA
705
CSM Advisors
Pennsylvania
$12.3M +$148K +1,310 +1%
AHC
706
Adell Harriman & Carpenter
Texas
$12.3M +$502K +4,457 +4%
AJ
707
Ashburton (Jersey)
Jersey
$12.2M -$142K -1,260 -1%
PNAA
708
Pictet North America Advisors
Switzerland
$12.2M +$1.13K +10 +0%
OCAM
709
Onex Canada Asset Management
Ontario, Canada
$12.2M -$507K -4,503 -4%
DP
710
Dearborn Partners
Illinois
$12.2M -$2.14K -19 -0%
AHC
711
Anderson Hoagland & Co
Missouri
$12.1M -$688 -6 -0%
TI
712
Trexquant Investment
Connecticut
$12.1M -$7.6M -67,495 -39%
HSA
713
HBK Sorce Advisory
Pennsylvania
$12.1M -$13.4M -118,596 -52%
BRWA
714
B. Riley Wealth Advisors
Florida
$12.1M -$1.06M -9,385 -8%
CC
715
Cannell & Co
New York
$12.1M +$2.4M +21,279 +25%
SAM
716
Socorro Asset Management
Texas
$12.1M -$1.53M -13,549 -11%
WSTAM
717
Wilbanks Smith & Thomas Asset Management
Virginia
$12.1M +$683K +6,069 +6%
WFMPM
718
Woodley Farra Manion Portfolio Management
Indiana
$12M -$45.8K -407 -0.4%
TA
719
TruWealth Advisors
Louisiana
$12M +$938K +8,332 +8%
ACM
720
AlphaCrest Capital Management
New York
$12M +$6.87M +61,028 +133%
GJCM
721
Grand Jean Capital Management
California
$12M -$1.63M -14,486 -12%
NEI
722
Northwest & Ethical Investments
Ontario, Canada
$12M +$915K +8,124 +8%
IC
723
Inverness Counsel
New York
$12M +$422K +3,747 +4%
BBI
724
Baxter Bros Inc
Connecticut
$11.9M +$251K +2,230 +2%
TC
725
TownSquare Capital
Utah
$11.8M +$2M +17,760 +20%
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