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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 %
AL
1626
Aspiriant LLC
California
$2.72M +$110K +975 +4%
RWA
1627
Roberts Wealth Advisors
California
$2.71M +$66.8K +584 +3%
SP
1628
SWS Partners
Ohio
$2.71M -$84.1K -747 -3%
WAS
1629
Winch Advisory Services
Wisconsin
$2.71M +$5.41K +48 +0.2%
HWA
1630
HCR Wealth Advisors
California
$2.7M -$38.1K -338 -1%
CFMC
1631
Curbstone Financial Management Corp
New Hampshire
$2.7M -$168K -1,496 -6%
UM
1632
Ulysses Management
New York
$2.7M +$338K +3,000 +14%
STC
1633
Sarah T. Connolly
$2.7M +$22.2K +197 +0.8%
MWM
1634
Mission Wealth Management
California
$2.7M +$85.1K +756 +3%
FMTCOCP
1635
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.7M +$160K +1,419 +6%
WR
1636
WD Rutherford
Oregon
$2.68M -$9.01K -80 -0.3%
BC
1637
Burney Company
Virginia
$2.68M -$165K -1,465 -6%
CWM
1638
Cordatus Wealth Management
Pennsylvania
$2.68M +$64.5K +573 +2%
SCI
1639
Stableford Capital II
Arizona
$2.67M +$284K +2,457 +12%
CA
1640
Continuum Advisory
Idaho
$2.67M +$340K +6,384 +15%
BFC
1641
Blue Fin Capital
Rhode Island
$2.67M +$107K +950 +4%
PP
1642
Pegasus Partners
Wisconsin
$2.67M +$227K +2,017 +9%
CT
1643
Columbia Trust
Oregon
$2.66M -$38.9K -345 -1%
IRAG
1644
Investment Research & Advisory Group
Georgia
$2.65M +$177K +1,574 +7%
QI
1645
Qtron Investments
Massachusetts
$2.65M +$926K +8,219 +54%
CFCI
1646
Comprehensive Financial Consultants Institutional
Indiana
$2.65M +$15.8K +140 +0.6%
GCM
1647
Gables Capital Management
Florida
$2.65M – – –
CPA
1648
Capital Planning Advisors
California
$2.65M -$334K -2,967 -11%
WAP
1649
Wealthcare Advisory Partners
Pennsylvania
$2.64M +$68.8K +611 +3%
Verition Fund Management
1650
Verition Fund Management
Connecticut
$2.64M -$726K -6,443 -22%
64 65
66
67 68