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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 %
MWM
1176
Marietta Wealth Management
Georgia
$4.96M +$157K +1,390 +3%
GJIC
1177
Gamble Jones Investment Counsel
California
$4.96M +$72.2K +641 +1%
SFA
1178
Souders Financial Advisors
Ohio
$4.95M +$891K +7,909 +22%
PL
1179
Parkwood LLC
Ohio
$4.92M +$325K +2,885 +7%
LA
1180
LVW Advisors
New York
$4.92M +$149K +1,320 +3%
DIP
1181
DT Investment Partners
Pennsylvania
$4.9M +$217K +1,924 +5%
PA
1182
PFG Advisors
Arizona
$4.9M +$296K +2,628 +6%
SCP
1183
Shorepoint Capital Partners
Massachusetts
$4.9M +$361K +3,208 +8%
GP
1184
Greenline Partners
New York
$4.89M -$4.5K -40 -0.1%
DGAM
1185
Desjardins Global Asset Management
Quebec, Canada
$4.89M -$7.69M -68,299 -61%
UF
1186
Univest Financial
Pennsylvania
$4.88M +$197K +1,752 +4%
FB
1187
Fulton Bank
Pennsylvania
$4.87M +$144K +1,280 +3%
MAM
1188
Meeder Asset Management
Ohio
$4.87M +$584K +5,186 +14%
PFM
1189
Premier Fund Managers
United Kingdom
$4.87M -$46K -399 -0.9%
CHC
1190
City Holding Co
West Virginia
$4.86M -$16.2K -144 -0.3%
BWA
1191
BDO Wealth Advisors
Florida
$4.86M -$135K -1,195 -3%
SFG
1192
SevenBridge Financial Group
Pennsylvania
$4.86M +$89.3K +793 +2%
AC
1193
Abbrea Capital
California
$4.84M -$227K -2,013 -4%
GRP
1194
Global Retirement Partners
California
$4.84M -$408K -3,626 -8%
CF
1195
Centaurus Financial
California
$4.82M +$325K +2,888 +7%
GCM
1196
Graham Capital Management
Connecticut
$4.81M +$717K +6,365 +17%
BWAM
1197
Boyd Watterson Asset Management
Ohio
$4.81M -$41K -364 -0.8%
OC
1198
Optimas Capital
Hong Kong
$4.8M +$4.8M +42,600 New
IWM
1199
IHT Wealth Management
Illinois
$4.79M +$876K +7,781 +22%
QI
1200
QV Investors
Alberta, Canada
$4.78M -$616K -5,470 -11%
46 47
48
49 50