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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 %
HT
1826
HAP Trading
New York
$2.11M +$740K +6,569 +54%
NFG
1827
Nations Financial Group
Iowa
$2.11M -$10.5K -93 -0.5%
GIM
1828
Guardian Investment Management
California
$2.11M +$11.3K +100 +0.5%
FMB
1829
Field & Main Bank
Kentucky
$2.11M +$262K +2,329 +14%
WG
1830
Winton Group
United Kingdom
$2.11M +$1.88M +16,655 +797%
AA
1831
Altman Advisors
Illinois
$2.11M +$48.5K +431 +2%
HGCK
1832
HPC Germany & Co KG
Germany
$2.1M -$2.2M -19,524 -51%
IIC
1833
Integrated Investment Consultants
Michigan
$2.1M -$6.19K -55 -0.3%
LAIC
1834
Lederer & Associates Investment Counsel
California
$2.09M -$299K -2,653 -13%
SAM
1835
Sabadell Asset Management
Spain
$2.09M -$326K -3,023 -14%
MG
1836
Mather Group
Illinois
$2.09M +$78.7K +699 +4%
HWA
1837
Heritage Wealth Advisors
Virginia
$2.09M -$2.42M -21,532 -54%
KWA
1838
KCS Wealth Advisory
California
$2.08M +$414K +3,680 +25%
KFGK
1839
Keystone Financial Group (Kentucky)
Kentucky
$2.08M +$124K +1,098 +6%
LIM
1840
Longfellow Investment Management
Massachusetts
$2.08M +$479K +4,254 +30%
HFBOT
1841
Home Federal Bank of Tennessee
Tennessee
$2.08M +$18K +160 +0.9%
FPAS
1842
Focus Partners Advisor Solutions
Missouri
$2.07M +$679K +6,026 +49%
DC
1843
DeDora Capital
California
$2.07M +$52.3K +464 +3%
OHWP
1844
Oak Harbor Wealth Partners
North Carolina
$2.07M +$184K +1,638 +10%
WA
1845
WP Advisors
California
$2.06M +$30.8K +274 +2%
BAM
1846
Blueshift Asset Management
New Jersey
$2.06M -$2.03M -18,067 -50%
HCM
1847
Hollencrest Capital Management
California
$2.06M -$277K -2,463 -12%
MWAM
1848
Manhattan West Asset Management
California
$2.06M +$65.6K +583 +3%
PRS
1849
Pinkerton Retirement Specialists
Idaho
$2.06M -$2.57M -22,798 -56%
CT
1850
Coastline Trust
Rhode Island
$2.06M -$143K -1,274 -7%
72 73
74
75 76