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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 %
PIM
1976
Perpetual Investment Management
Australia
$1.69M +$407K +3,611 +32%
WPA
1977
West Paces Advisors
Georgia
$1.69M -$302K -2,686 -15%
MCM
1978
McMillion Capital Management
North Carolina
$1.68M -$420K -3,732 -20%
WWM
1979
Wolff Wiese Magana
California
$1.68M +$91.1K +809 +6%
LIA
1980
LS Investment Advisors
Michigan
$1.67M -$22.1K -196 -1%
TWA
1981
TCI Wealth Advisors
Arizona
$1.67M +$19.4K +172 +1%
OL
1982
Optas LLC
Texas
$1.67M +$38.4K +340 +2%
GC
1983
Guardian Capital
Ontario, Canada
$1.67M +$462K +4,100 +38%
WA
1984
Wambolt & Associates
Colorado
$1.67M -$2.7K -24 -0.2%
SFG
1985
Summit Financial Group
West Virginia
$1.67M -$1.69K -15 -0.1%
SXL
1986
Summit X LLC
Missouri
$1.66M +$369K +3,279 +29%
EFG
1987
Everhart Financial Group
Ohio
$1.66M +$409K +3,629 +33%
GF
1988
Gries Financial
Ohio
$1.66M +$32.7K +290 +2%
BMC
1989
Benin Management Corp
Connecticut
$1.66M +$73.2K +650 +5%
BFA
1990
Benedict Financial Advisors
Georgia
$1.65M -$229K -2,033 -12%
WCM
1991
Washington Capital Management
Washington
$1.65M +$17.5K +155 +1%
GI
1992
GS Investments
Minnesota
$1.65M +$2.81K +25 +0.2%
WHC
1993
Wulff, Hansen & Co
California
$1.64M -$338K -3,000 -17%
PFM
1994
Phillips Financial Management
Indiana
$1.64M +$26.2K +233 +2%
SCM
1995
Stevens Capital Management
Pennsylvania
$1.64M +$1.46M +12,985 +824%
WP
1996
Waycross Partners
Kentucky
$1.64M -$5.29K -47 -0.3%
6F
1997
626 Financial
Michigan
$1.64M +$32.4K +288 +2%
NME
1998
Notis-McConarty Edward
$1.63M -$11.8K -105 -0.7%
ARMT
1999
Amica Retiree Medical Trust
Rhode Island
$1.63M +$146K +1,300 +10%
PCM
2000
Pentwater Capital Management
Florida
$1.63M +$1.46M +13,000 +867%
78 79
80
81 82