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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 %
WCM
876
Whitener Capital Management
North Carolina
$8.61M +$196K +1,742 +2%
CAMG
877
CWA Asset Management Group
Florida
$8.59M +$463K +4,115 +6%
YL
878
YCG LLC
Texas
$8.59M +$7.21K +64 +0.1%
BWM
879
Buckley Wealth Management
Nevada
$8.57M +$2.07M +18,394 +32%
JAM
880
JCIC Asset Management
Ontario, Canada
$8.56M -$854K -7,580 -9%
HVIA
881
Hudson Valley Investment Advisors
New York
$8.55M -$350K -3,106 -4%
SWM
882
Segment Wealth Management
Texas
$8.53M +$408K +3,623 +5%
SAM
883
Strategy Asset Managers
California
$8.52M -$72.7K -646 -0.8%
GIA
884
GHP Investment Advisors
Colorado
$8.4M -$31.9K -283 -0.4%
GC
885
Grimes & Company
Massachusetts
$8.37M +$279K +2,476 +3%
WSCM
886
Wellington Shields Capital Management
New York
$8.35M -$1.02M -20,007 -11%
SIC
887
SFE Investment Counsel
California
$8.35M +$418K +3,708 +5%
PI
888
Pettee Investors
Connecticut
$8.33M +$1.58K +14 +0%
RIM
889
Redpoint Investment Management
Australia
$8.29M +$117K +1,042 +1%
BS
890
Boenning & Scattergood
Pennsylvania
$8.26M -$1.91K -17 -0%
JG
891
Jefferies Group
New York
$8.23M +$3.7M +32,899 +82%
VAS
892
Valicenti Advisory Services
New York
$8.23M +$1.19M +10,538 +17%
AWAG
893
ARS Wealth Advisors Group
Florida
$8.2M +$44.4K +394 +0.5%
CK
894
Cohen Klingenstein
New York
$8.19M – – –
TCM
895
Telos Capital Management
California
$8.19M +$321K +2,853 +4%
TCOT
896
Trust Company of Toledo
Ohio
$8.18M +$450 +4 +0%
LPT
897
Legacy Private Trust
Wisconsin
$8.17M +$560K +4,972 +7%
VWA
898
Visionary Wealth Advisors
Illinois
$8.16M +$49.4K +439 +0.6%
1IA
899
1834 Investment Advisors
Wisconsin
$8.09M +$63.1K +560 +0.8%
ISB
900
Iowa State Bank
Iowa
$8.08M +$157K +1,390 +2%
34 35
36
37 38