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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 %
JWM
926
JGP Wealth Management
Oregon
$7.66M +$363K +3,246 +5%
BFO
927
Boston Family Office
Massachusetts
$7.66M +$480K +4,263 +7%
BMM
928
Buffington Mohr McNeal
Idaho
$7.66M -$166K -1,473 -2%
GAB
929
German American Bancorp
Indiana
$7.65M -$1.26M -11,227 -14%
AAM
930
AR Asset Management
California
$7.61M – – –
HT
931
Heritage Trust
Oklahoma
$7.6M -$127K -1,127 -2%
MFAM
932
Motley Fool Asset Management
Virginia
$7.56M -$444K -3,944 -6%
BOC
933
Barbara Oil Co
Illinois
$7.55M – – –
DBT
934
Dubuque Bank & Trust
Iowa
$7.52M -$123K -1,094 -2%
SCA
935
Spearhead Capital Advisors
Florida
$7.5M +$247K +2,193 +3%
WC
936
Woodstock Corp
Massachusetts
$7.41M +$92.2K +819 +1%
PA
937
Parallel Advisors
California
$7.38M +$556K +4,942 +8%
FC
938
FORA Capital
Florida
$7.37M +$7.37M +65,455 New
MYIA
939
Mount Yale Investment Advisors
Colorado
$7.36M +$943K +8,371 +15%
IMC Chicago
940
IMC Chicago
Illinois
$7.36M +$4.46M +39,644 +154%
CAM
941
Cypress Asset Management
Texas
$7.35M -$116K -1,030 -2%
XWM
942
Xcel Wealth Management
Florida
$7.35M +$151K +1,345 +2%
KHLMTHM
943
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.35M -$1.93M -17,313 -21%
SBF
944
Sara-Bay Financial
Florida
$7.31M -$36.9K -327 -0.5%
OHIS
945
Oak Harvest Investment Services
Texas
$7.29M +$330K +2,931 +5%
HRC
946
Hoertkorn Richard Charles
$7.29M -$184K -1,633 -2%
SLI
947
Sumitomo Life Insurance
Japan
$7.23M +$136K +1,207 +2%
SCM
948
Schnieders Capital Management
California
$7.23M -$353K -3,132 -5%
GL
949
Graypoint LLC
New York
$7.23M -$183K -1,625 -2%
DWM
950
Dorchester Wealth Management
Quebec, Canada
$7.22M +$802K +7,122 +13%
36 37
38
39 40