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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 %
DA
1851
Dillon & Associates
Michigan
$2.06M -$45.2K -400 -2%
AIM
1852
Acropolis Investment Management
Missouri
$2.05M -$49.3K -438 -2%
MCA
1853
MSH Capital Advisors
Arizona
$2.05M +$62.8K +558 +3%
SCM
1854
Spreng Capital Management
Ohio
$2.05M +$105K +921 +5%
WPC
1855
White Pine Capital
Minnesota
$2.05M +$112K +995 +6%
CCG
1856
Ceeto Capital Group
Florida
$2.04M +$901 +8 +0%
RIA
1857
Realta Investment Advisors
Delaware
$2.04M +$13.7K +120 +0.7%
DMBA
1858
Deseret Mutual Benefit Administrators
Utah
$2.04M +$208K +1,851 +11%
KFI
1859
Key Financial Inc
Pennsylvania
$2.04M +$178K +1,562 +10%
ORC
1860
O'Rourke & Company
Massachusetts
$2.03M +$62.9K +558 +3%
MUAMU
1861
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.03M -$225K -2,000 -10%
SIA
1862
SkyView Investment Advisors
New Jersey
$2.03M +$10.1K +90 +0.5%
ACM
1863
Alta Capital Management
Utah
$2.03M +$43.1K +383 +2%
RF
1864
Rollins Financial
Georgia
$2.02M -$3.83K -34 -0.2%
RTC
1865
Riverview Trust Company
Washington
$2.02M +$168K +1,496 +9%
MWA
1866
Moser Wealth Advisors
Washington
$2.02M +$23.3K +207 +1%
IAS
1867
Investment Advisory Services
Texas
$2.01M +$70.4K +625 +4%
TNA
1868
True North Advisors
Texas
$2.01M +$375K +3,331 +23%
AC
1869
Asio Capital
Kentucky
$2.01M -$251K -2,233 -11%
RMAM
1870
Raab & Moskowitz Asset Management
New Jersey
$2.01M +$23.9K +212 +1%
RWM
1871
RKL Wealth Management
Pennsylvania
$2M +$35K +311 +2%
WWM
1872
WT Wealth Management
Arizona
$2M -$172K -1,523 -8%
SMC
1873
Smith, Moore & Co
Missouri
$2M -$145K -1,289 -7%
SW
1874
SlateStone Wealth
Florida
$1.99M -$460K -4,088 -19%
ZCA
1875
Zeke Capital Advisors
Pennsylvania
$1.99M -$20.7K -184 -1%
73 74
75
76 77