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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 %
SGCA
1451
Steel Grove Capital Advisors
Tennessee
$3.46M -$12.4K -110 -0.4%
KPW
1452
Kore Private Wealth
New York
$3.46M +$38.3K +340 +1%
CPC
1453
Congress Park Capital
New York
$3.46M +$59.9K +532 +2%
BTWM
1454
Baker Tilly Wealth Management
Wisconsin
$3.46M +$80.3K +713 +2%
FHA
1455
Flagship Harbor Advisors
Massachusetts
$3.45M +$314K +2,788 +10%
ACG
1456
Allen Capital Group
Nebraska
$3.45M +$121K +1,074 +4%
YIH
1457
Y-Intercept (HK)
Hong Kong
$3.44M +$2.59M +22,961 +302%
DHFB
1458
Dixon Hubard Feinour & Brown
Virginia
$3.42M -$200K -1,777 -6%
CAAS
1459
Capital Asset Advisory Services
Michigan
$3.42M -$131K -1,164 -4%
MA
1460
McBroom & Associates
Nevada
$3.4M -$33.1K -294 -1%
UWM
1461
Udine Wealth Management
Florida
$3.38M +$343K +3,050 +11%
MFS
1462
Monetta Financial Services
Illinois
$3.38M – – –
AH
1463
Allen Holding
New York
$3.38M – – –
BL
1464
Bleichroeder LP
New York
$3.38M – – –
NF
1465
Nikulski Financial
Iowa
$3.37M +$51.8K +460 +2%
RSS
1466
Rosenblum Silverman Sutton
California
$3.37M +$7.43K +66 +0.2%
BOPW
1467
Brandywine Oak Private Wealth
Pennsylvania
$3.37M +$16.9K +150 +0.5%
BHB
1468
Bank Hapoalim BM
Israel
$3.36M +$625K +5,552 +23%
DA
1469
Doliver Advisors
Texas
$3.35M +$513K +4,555 +18%
SACTSONJ
1470
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.35M – – –
SB
1471
Strategic Blueprint
Georgia
$3.34M -$12.2K -108 -0.4%
FMAEN1
1472
Fund Management at Engine No 1
California
$3.34M +$522K +4,637 +19%
ANB
1473
Amarillo National Bank
Texas
$3.33M +$3.49K +31 +0.1%
CNC
1474
Citizens & Northern Corp
Pennsylvania
$3.33M -$114K -1,010 -3%
UBG
1475
United Bank (Georgia)
Georgia
$3.33M +$303K +2,691 +10%
57 58
59
60 61