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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 %
FWM
1551
Fairhaven Wealth Management
Illinois
$3.02M +$130K +1,158 +5%
GEA
1552
Glen Eagle Advisors
New Jersey
$3.01M -$117K -1,039 -4%
RSWM
1553
Robertson Stephens Wealth Management
California
$3.01M -$803K -7,133 -21%
CCFM
1554
Clear Creek Financial Management
Washington
$3.01M +$98.2K +872 +3%
FPS
1555
Fieldpoint Private Securities
Connecticut
$3M -$1.24M -10,988 -29%
AWS
1556
AJ Wealth Strategies
New York
$3M -$52.4K -465 -2%
TL
1557
Tradewinds LLC
North Carolina
$2.99M +$2.99M +26,582 New
HNW
1558
High Note Wealth
Minnesota
$2.99M +$184K +1,633 +7%
SS
1559
Sunbelt Securities
Texas
$2.99M +$366K +3,246 +14%
HI
1560
Horizon Investments
North Carolina
$2.98M -$1.16M -10,395 -28%
SSWM
1561
Sheets Smith Wealth Management
North Carolina
$2.98M -$396K -3,520 -12%
MS
1562
Madden Securities
Texas
$2.97M +$1.22M +10,852 +70%
RAM
1563
Roanoke Asset Management
New Jersey
$2.97M +$56.2K +499 +2%
BBNA
1564
Bremer Bank National Association
Minnesota
$2.97M -$98.7K -876 -3%
BP
1565
BBR Partners
New York
$2.96M +$126K +1,120 +4%
AFA
1566
AllGen Financial Advisors
Florida
$2.96M +$132K +1,172 +5%
NP
1567
NorthRock Partners
Minnesota
$2.96M -$113K -1,006 -4%
MCC
1568
Malaga Cove Capital
California
$2.96M +$106K +943 +4%
RIM
1569
Reynolds Investment Management
South Carolina
$2.95M -$11.3K -100 -0.4%
HA
1570
Harbor Advisors
Florida
$2.95M – – –
AIS
1571
AM Investment Strategies
Tennessee
$2.94M +$3.04K +27 +0.1%
MVA
1572
Mount Vernon Associates
Maryland
$2.94M +$3.38K +30 +0.1%
EML
1573
Eos Management LP
New York
$2.93M – – –
Koshinski Asset Management
1574
Koshinski Asset Management
Illinois
$2.92M -$4M -35,566 -58%
SSI
1575
Scott & Selber Inc
Texas
$2.92M +$15.9K +141 +0.5%
61 62
63
64 65