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 %
CWM
1251
Chronos Wealth Management
Florida
$4.47M +$60.5K +537 +1%
CIG
1252
Consolidated Investment Group
Colorado
$4.47M – – –
HCM
1253
Howland Capital Management
Massachusetts
$4.45M +$125K +1,110 +3%
KA
1254
Kintegral Advisory
New York
$4.44M +$94K +835 +2%
BO
1255
BRR OpCo
Ohio
$4.44M -$3.72K -33 -0.1%
CT
1256
Chicago Trust
Illinois
$4.43M +$526K +4,674 +13%
SFA
1257
Semmax Financial Advisors
North Carolina
$4.43M +$3.93M +33,161 +777%
MBTD
1258
Mechanics Bank - Trust Department
California
$4.42M +$18.4K +163 +0.4%
PAMG
1259
Patton Albertson Miller Group
Tennessee
$4.41M +$23.2K +206 +0.5%
SFP
1260
Shepherd Financial Partners
Massachusetts
$4.41M +$132K +1,168 +3%
CCM
1261
Carderock Capital Management
Maryland
$4.39M +$1.05M +9,320 +31%
IFAM
1262
Institutional & Family Asset Management
Colorado
$4.36M +$209K +1,854 +5%
SCM
1263
Sitrin Capital Management
California
$4.36M -$81.4K -723 -2%
PJSIMP
1264
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.36M +$11.8K +102 +0.3%
HCM
1265
Huber Capital Management
California
$4.36M -$5.41K -48 -0.1%
SIA
1266
Schechter Investment Advisors
Michigan
$4.35M +$467K +4,146 +12%
GWMIA
1267
Global Wealth Management Investment Advisory
Florida
$4.35M +$729K +6,475 +20%
NG
1268
NatWest Group
United Kingdom
$4.33M +$234K +2,080 +6%
JIC
1269
Joel Isaacson & Co
New York
$4.32M -$58K -515 -1%
AAMA
1270
Advanced Asset Management Advisors
Ohio
$4.31M +$5.07K +45 +0.1%
TMAM
1271
Tokio Marine Asset Management
Japan
$4.29M +$693K +6,151 +19%
WAM
1272
Werlinich Asset Management
Connecticut
$4.29M -$22.5K -200 -0.5%
LCM
1273
Laurion Capital Management
New York
$4.29M +$3.84M +34,092 +858%
SFA
1274
Source Financial Advisors
New York
$4.28M +$21.6K +192 +0.5%
CI
1275
Cigna Investments
Connecticut
$4.27M -$1.6M -14,175 -27%
49 50
51
52 53