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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 %
CAM
1326
Close Asset Management
United Kingdom
$4.04M -$4.21M -37,418 -51%
CSA
1327
Cottage Street Advisors
Massachusetts
$4.02M -$110K -975 -3%
HC
1328
HNP Capital
New York
$3.99M -$335K -2,979 -8%
BCM
1329
Buckhead Capital Management
Georgia
$3.99M -$90.9K -807 -2%
LFA
1330
Legacy Financial Advisors
Kentucky
$3.98M +$116K +1,032 +3%
BW
1331
Bison Wealth
Georgia
$3.97M +$250K +2,223 +7%
FM
1332
Family Management
New York
$3.95M -$302K -2,682 -7%
AAM
1333
Augustine Asset Management
Florida
$3.94M -$321K -2,847 -8%
EP
1334
Edgestream Partners
New Jersey
$3.94M -$1.7M -15,094 -30%
KCPG
1335
Kavar Capital Partners Group
Kansas
$3.93M +$240K +2,129 +7%
BTI
1336
Blue Trust Inc
Georgia
$3.92M +$3.92M +28,770 New
AF
1337
Advisornet Financial
Minnesota
$3.92M -$524K -4,656 -12%
GD
1338
Grandfield & Dodd
New York
$3.92M -$28.2K -250 -0.7%
CPO
1339
Cerity Partners OCIO
New York
$3.92M +$232K +2,059 +6%
CCB
1340
Country Club Bank
Missouri
$3.91M +$169K +1,465 +5%
WA
1341
Wasatch Advisors
Utah
$3.91M +$56.3K +500 +1%
EGA
1342
E&G Advisors
Texas
$3.9M +$39.4K +350 +1%
MBT
1343
Montecito Bank & Trust
California
$3.9M -$429K -3,812 -10%
CS
1344
Comerica Securities
Michigan
$3.89M +$442K +3,926 +13%
WTA
1345
Washington Trust Advisors
Massachusetts
$3.89M -$298K -2,647 -7%
EWA
1346
Exencial Wealth Advisors
Oklahoma
$3.89M +$266K +2,365 +7%
EL
1347
Essex LLC
Illinois
$3.88M +$105K +930 +3%
QCG
1348
Quadrant Capital Group
Ohio
$3.87M +$188K +1,673 +5%
SFS
1349
Strategic Financial Services
New York
$3.87M -$96.1K -853 -2%
BFPW
1350
BOK Financial Private Wealth
Colorado
$3.87M -$2.56M -22,738 -40%
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