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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 %
BRM
1351
Boston Research & Management
Massachusetts
$3.85M +$144K +1,280 +4%
SGI
1352
Summit Global Investments
Utah
$3.85M -$124K -1,100 -3%
RI
1353
Redwood Investments
Massachusetts
$3.85M -$1.29M -11,434 -25%
BBA
1354
Baader Bank Aktiengesellschaft
Germany
$3.84M – – –
HL
1355
HeadInvest LLC
Maine
$3.84M -$16K -142 -0.4%
FPFS
1356
First Personal Financial Services
North Carolina
$3.84M +$185K +1,641 +5%
JC
1357
JB Capital
Connecticut
$3.83M +$200K +1,780 +6%
SSW
1358
Stone Summit Wealth
Florida
$3.83M +$35.6K +316 +0.9%
CL
1359
CSS LLC
Illinois
$3.83M +$450K +4,000 +13%
AAS
1360
Annex Advisory Services
Wisconsin
$3.83M +$157K +1,392 +4%
WANY
1361
Wealthspire Advisors (New York)
New York
$3.82M +$819K +7,276 +27%
BWM
1362
BerganKDV Wealth Management
Minnesota
$3.82M +$2.78M +24,649 +266%
GLA
1363
Good Life Advisors
Pennsylvania
$3.82M +$154K +1,367 +4%
DDC
1364
DF Dent & Co
Maryland
$3.81M -$435K -3,866 -10%
TA
1365
TFG Advisers
Michigan
$3.8M +$105K +929 +3%
HWM
1366
Hohimer Wealth Management
Washington
$3.8M -$815K -7,234 -18%
BJL
1367
Brighton Jones LLC
Washington
$3.79M -$28.5K -253 -0.7%
CIAS
1368
Capital Investment Advisory Services
North Carolina
$3.79M +$190K +1,684 +5%
ET
1369
Equitable Trust
Tennessee
$3.79M -$362K -3,218 -9%
HCM
1370
Hodges Capital Management
Texas
$3.78M +$97.2K +863 +3%
BL
1371
Balentine LLC
Georgia
$3.78M -$636K -5,646 -14%
KCM
1372
Karp Capital Management
California
$3.78M -$354K -3,146 -9%
CNFG
1373
Creegan & Nassoura Financial Group
New Hampshire
$3.78M +$967K +8,590 +34%
TPWA
1374
TRUE Private Wealth Advisors
Oregon
$3.77M +$110K +974 +3%
NAM
1375
NTV Asset Management
West Virginia
$3.77M -$5.07K -45 -0.1%
53 54
55
56 57