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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 %
IIC
1801
Ironwood Investment Counsel
Arizona
$2.17M +$131K +1,160 +6%
HDIM
1802
Hanson & Doremus Investment Management
Vermont
$2.17M -$56K -497 -3%
TCM
1803
Tandem Capital Management
New Jersey
$2.16M +$11.3K +100 +0.5%
EHC
1804
Everett Harris & Co
California
$2.16M +$57.5K +511 +3%
S
1805
Seeyond
France
$2.15M +$788 +7 +0%
VCM
1806
Vivaldi Capital Management
Illinois
$2.15M +$222K +1,968 +11%
CWA
1807
Canvas Wealth Advisors
Kansas
$2.15M -$463K -4,114 -18%
NPP
1808
New Potomac Partners
Maryland
$2.15M -$81.6K -725 -4%
SLT
1809
St Louis Trust
Missouri
$2.14M +$150K +1,330 +8%
SIA
1810
Sage Investment Advisers
New York
$2.14M -$43.5K -386 -2%
SA
1811
SRN Advisors
Pennsylvania
$2.14M -$721K -6,402 -25%
SFFS
1812
Stonehage Fleming Financial Services
Jersey
$2.14M -$1.1M -9,696 -34%
GPA
1813
Guerra Pan Advisors
New Jersey
$2.14M – – –
MIM
1814
Miller Investment Management
Pennsylvania
$2.13M – – –
GC
1815
GFG Capital
Florida
$2.13M +$99.5K +884 +5%
VBCG
1816
Valley Brook Capital Group
Pennsylvania
$2.13M -$111K -990 -5%
HIC
1817
Holderness Investments Company
North Carolina
$2.13M -$48.4K -430 -2%
APIM
1818
Agate Pass Investment Management
Washington
$2.13M +$37.4K +332 +2%
FAIM
1819
Financial Advocates Investment Management
Washington
$2.12M +$142K +1,263 +7%
BFA
1820
Beaumont Financial Advisors
Massachusetts
$2.12M -$192K -1,702 -8%
CCM
1821
Condor Capital Management
New Jersey
$2.12M +$3.49K +31 +0.2%
GWM
1822
Graybill Wealth Management
Illinois
$2.12M -$16.2K -144 -0.8%
TFA
1823
Transamerica Financial Advisors
Florida
$2.12M +$2.12M +18,800 +376,000%
LOAMU
1824
Lombard Odier Asset Management (USA)
New York
$2.12M +$1.92M +17,046 +974%
EHWM
1825
Eads & Heald Wealth Management
Georgia
$2.11M +$92.9K +825 +5%
71 72
73
74 75