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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 %
IA
1751
IFG Advisory
Georgia
$2.32M -$36.8K -327 -2%
FCFC
1752
First Commonwealth Financial Corp
Pennsylvania
$2.32M -$220K -1,955 -9%
AIA
1753
Affinity Investment Advisors
California
$2.31M +$95.2K +845 +4%
RFA
1754
Resurgent Financial Advisors
Georgia
$2.31M +$152K +1,352 +7%
AW
1755
Alaethes Wealth
Nevada
$2.31M -$295K -2,623 -11%
DMKJ
1756
David M. Knott Jr
$2.3M +$18.6K +165 +0.8%
EA
1757
Eclectic Associates
California
$2.29M +$6.53K +58 +0.3%
QCM
1758
Quantinno Capital Management
New York
$2.29M +$1.14M +10,098 +98%
SWM
1759
Sugarloaf Wealth Management
Georgia
$2.29M +$275K +2,438 +14%
RHP
1760
Royal Harbor Partners
Texas
$2.29M +$2.29M +20,344 New
IP
1761
Intellectus Partners
California
$2.29M +$71.2K +632 +3%
SCM
1762
Seascape Capital Management
New Hampshire
$2.28M +$18.5K +164 +0.8%
CIP
1763
Convergence Investment Partners
Florida
$2.27M -$4.95K -44 -0.2%
VCAM
1764
Van Cleef Asset Management
Ohio
$2.27M +$676 +6 +0%
GPTE
1765
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.27M – – –
SIM
1766
Sentry Investment Management
Wisconsin
$2.27M -$375K -3,332 -14%
AA
1767
ALPS Advisors
Colorado
$2.27M +$1.31M +11,593 +136%
ODG
1768
O'Dell Group
Ohio
$2.26M +$44K +391 +2%
WP
1769
WMS Partners
Maryland
$2.26M -$11K -98 -0.5%
Tudor Investment Corp
1770
Tudor Investment Corp
Connecticut
$2.25M +$2.25M +20,009 New
WIM
1771
Weitz Investment Management
Nebraska
$2.25M +$383K +3,400 +20%
RCM
1772
RB Capital Management
Nevada
$2.25M +$101K +895 +5%
HIP
1773
HUB Investment Partners
Texas
$2.25M +$216K +1,921 +11%
AMIM
1774
Aull & Monroe Investment Management
Alabama
$2.24M -$5.63K -50 -0.3%
CWM
1775
Cornerstone Wealth Management
Missouri
$2.24M +$449K +3,990 +25%
69 70
71
72 73