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 %
CAC
826
Core Alternative Capital
Georgia
$9.47M +$2.37M +21,089 +33%
FAM
827
Fred Alger Management
New York
$9.46M +$3.4M +30,214 +56%
TW
828
Transform Wealth
Colorado
$9.44M +$122K +1,081 +1%
LNWWM
829
Laird Norton Wetherby Wealth Management
California
$9.4M +$907K +8,053 +11%
FCBT
830
First Citizens Bank & Trust
North Carolina
$9.37M -$1.47M -13,059 -14%
HFS
831
Haverford Financial Services
Pennsylvania
$9.33M -$189K -1,680 -2%
IIM
832
Intact Investment Management
Quebec, Canada
$9.33M +$349K +3,100 +4%
TIM
833
Thompson Investment Management
Wisconsin
$9.32M +$535K +4,752 +6%
PCIA
834
Prime Capital Investment Advisors
Kansas
$9.32M -$229K -2,034 -2%
BFIM
835
Beese Fulmer Investment Management
Ohio
$9.3M +$16.2K +144 +0.2%
CCG
836
Cypress Capital Group
Florida
$9.28M +$113 +1 +0%
EAM
837
EULAV Asset Management
Florida
$9.23M -$676K -6,000 -7%
SBIA
838
Sheaff Brock Investment Advisors
Indiana
$9.22M -$2.32M -20,629 -20%
MOS
839
MGO One Seven
Ohio
$9.22M -$1.65M -14,625 -15%
SWM
840
Stockman Wealth Management
Montana
$9.2M +$1.06M +9,448 +13%
JWBC
841
J.W. Burns & Co
New York
$9.18M +$169K +1,502 +2%
PCA
842
Pallas Capital Advisors
Massachusetts
$9.18M +$834K +7,266 +10%
VC
843
Vestor Capital
Illinois
$9.18M +$1.75M +15,582 +24%
EARNEST Partners
844
EARNEST Partners
Georgia
$9.17M +$142K +1,264 +2%
WPI
845
Walter Public Investments
Canada
$9.13M +$146K +1,279 +2%
CC
846
Courier Capital
New York
$9.07M +$60.1K +534 +0.7%
WAM
847
Winslow Asset Management
Ohio
$9.06M +$61.5K +546 +0.7%
GL
848
Gemsstock Ltd
United Kingdom
$9.02M +$1.53M +13,600 +20%
GAI
849
General American Investors
New York
$9.01M – – –
HAI
850
Hennessy Advisors Inc
California
$8.97M +$129K +1,150 +1%
32 33
34
35 36