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 %
PA
1001
Profund Advisors
Maryland
$6.69M -$2.57M -22,855 -28%
HFM
1002
Hartford Financial Management
Connecticut
$6.68M -$11.1K -99 -0.2%
BOH
1003
Bank of Hawaii
Hawaii
$6.68M -$21.7K -193 -0.3%
FSA
1004
Fort Sheridan Advisors
Illinois
$6.67M +$515K +4,569 +8%
III
1005
Independent Investors Inc
New York
$6.66M – – –
TFS
1006
Thoroughbred Financial Services
Tennessee
$6.66M +$86.4K +767 +1%
FMWA
1007
Forvis Mazars Wealth Advisors
Missouri
$6.64M +$938K +8,329 +16%
NGA
1008
Naples Global Advisors
Florida
$6.64M +$430K +3,819 +7%
CCM
1009
Carmel Capital Management
California
$6.62M +$197K +1,750 +3%
GFA
1010
Gifford Fong Associates
California
$6.62M – – –
PCOC
1011
Power Corp of Canada
Canada
$6.62M +$168K +1,493 +3%
SFS
1012
Sowell Financial Services
Arkansas
$6.61M +$5.08M +45,081 +331%
RWA
1013
Ropes Wealth Advisors
Massachusetts
$6.61M +$24.3K +216 +0.4%
GIA
1014
Gladstone Institutional Advisory
Florida
$6.61M +$335K +2,976 +5%
SFO
1015
Stokes Family Office
Louisiana
$6.6M +$401K +3,562 +6%
BFS
1016
Bard Financial Services
Connecticut
$6.59M +$76K +675 +1%
RWA
1017
River Wealth Advisors
Pennsylvania
$6.57M +$236K +2,100 +4%
HCM
1018
Harvey Capital Management
Florida
$6.56M -$456K -4,050 -6%
WWM
1019
Western Wealth Management
Colorado
$6.54M -$1.27M -11,198 -16%
FWTB
1020
First Western Trust Bank
Colorado
$6.53M -$414K -3,593 -6%
CCM
1021
Channing Capital Management
Illinois
$6.53M +$6.53M +57,995 New
PGAM
1022
Princeton Global Asset Management
New Jersey
$6.52M +$36.1K +321 +0.6%
CJL
1023
Cyrus J. Lawrence
New York
$6.5M -$3.21M -28,520 -33%
BCMO
1024
Buckingham Capital Management (Ohio)
Ohio
$6.5M -$1.37M -12,142 -17%
AF
1025
Arrow Financial
New York
$6.49M -$82.1K -729 -1%
39 40
41
42 43