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 %
Westfield Capital Management
1126
Westfield Capital Management
Massachusetts
$5.43M +$1.92M +17,056 +55%
HEIP
1127
Hudson Edge Investment Partners
New Jersey
$5.43M -$153K -1,360 -3%
NPT
1128
Nixon Peabody Trust
Massachusetts
$5.41M -$329K -2,923 -6%
ERWM
1129
Elk River Wealth Management
Colorado
$5.4M -$29.4K -261 -0.5%
SWA
1130
Stratos Wealth Advisors
Ohio
$5.4M +$337K +2,993 +7%
KOCAA
1131
Knights of Columbus Asset Advisors
Connecticut
$5.39M +$50.3K +447 +0.9%
WPP
1132
Whalerock Point Partners
Rhode Island
$5.39M +$104K +923 +2%
CA
1133
Cumberland Advisors
Florida
$5.38M -$521K -4,625 -9%
WSC
1134
Wellington Shields & Co
New York
$5.38M -$200K -1,773 -4%
WI
1135
Wintrust Investments
Illinois
$5.38M +$56.3K +500 +1%
MCM
1136
McKinley Capital Management
Alaska
$5.37M – – –
TCM
1137
Traynor Capital Management
Pennsylvania
$5.37M +$300K +2,668 +6%
PL
1138
Parthenon LLC
Kentucky
$5.36M – – –
CL
1139
CPWM LLC
Washington
$5.33M +$633K +5,625 +13%
GCM
1140
Garland Capital Management
Washington
$5.33M -$135K -1,195 -2%
RDWM
1141
Red Door Wealth Management
Tennessee
$5.31M +$190K +1,685 +4%
MWA
1142
Meridian Wealth Advisors
Texas
$5.3M +$379K +3,366 +8%
JAG
1143
Journey Advisory Group
Kentucky
$5.28M +$1.19M +10,435 +29%
BB
1144
Berkshire Bank
Massachusetts
$5.27M +$43.8K +389 +0.8%
EP
1145
Eudaimonia Partners
Tennessee
$5.26M -$888K -7,884 -14%
GWM
1146
GDS Wealth Management
Texas
$5.26M +$1.91M +16,979 +57%
PG
1147
Pendal Group
Australia
$5.26M +$1.48M +13,170 +39%
APSI
1148
Asset Planning Services Inc
Louisiana
$5.25M +$53.5K +475 +1%
BAM
1149
Brave Asset Management
New Jersey
$5.24M +$204K +1,809 +4%
VWM
1150
Valley Wealth Managers
New Jersey
$5.23M -$6.42K -57 -0.1%
44 45
46
47 48