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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 %
DI
2001
DAGCO Inc
Ohio
$1.63M -$19.8K -176 -1%
LSA
2002
Lion Street Advisors
Texas
$1.63M +$140K +822 +9%
BWA
2003
Blodgett Wealth Advisors
California
$1.63M -$93.1K -827 -5%
SEEDPG
2004
S.E.E.D. Planning Group
New York
$1.63M +$201K +1,784 +14%
BAM
2005
Byrne Asset Management
New Jersey
$1.62M +$61.6K +547 +4%
CIM
2006
Chapman Investment Management
California
$1.62M – – –
RCIM
2007
Red Cedar Investment Management
Michigan
$1.62M – – –
CC
2008
Cipher Capital
New York
$1.61M +$1.61M +14,321 New
HIC
2009
Hartline Investment Corp
Illinois
$1.61M -$24.1K -190 -1%
SSG
2010
Summit Securities Group
New York
$1.6M +$800K +7,105 +100%
PHK
2011
Point72 Hong Kong
Hong Kong
$1.6M -$316K -2,806 -16%
FFG
2012
Fortem Financial Group
California
$1.6M -$109K -967 -6%
NCM
2013
Neumann Capital Management
California
$1.6M – – –
PBO
2014
Peoples Bank (Ohio)
Ohio
$1.59M -$50.1K -445 -3%
ACM
2015
Aquatic Capital Management
Illinois
$1.59M +$1.31M +11,600 +464%
TIA
2016
Traphagen Investment Advisors
New Jersey
$1.59M +$48.4K +430 +3%
FSCM
2017
Front Street Capital Management
Montana
$1.58M -$396K -3,521 -20%
AR
2018
Advisory Research
Illinois
$1.58M +$358K +3,184 +29%
AFS
2019
Axiom Financial Strategies
Indiana
$1.58M +$1.35K +12 +0.1%
IF
2020
Intrua Financial
Texas
$1.58M +$80.4K +714 +5%
GHAM
2021
Gilman Hill Asset Management
Connecticut
$1.57M +$322K +2,858 +26%
NCM
2022
Next Capital Management
New York
$1.57M +$2.93K +26 +0.2%
REMPR
2023
Roof Eidam Maycock Peralta (REMP)
California
$1.57M +$6.19K +55 +0.4%
CPIA
2024
Cornell Pochily Investment Advisors
New York
$1.56M +$143K +1,267 +10%
CIC
2025
Chilton Investment Company
Connecticut
$1.56M +$142K +1,260 +10%
79 80
81
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