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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 %
BIA
2151
BHK Investment Advisors
Alabama
$1.3M +$179K +1,590 +16%
CQS
2152
Credential Qtrade Securities
$1.3M +$952K +8,457 +277%
HFG
2153
Heron Financial Group
New York
$1.3M +$676 +6 +0.1%
TCB
2154
Texas Capital Bancshares
Texas
$1.29M +$174K +1,542 +16%
CRWM
2155
Castle Rock Wealth Management
California
$1.29M +$635K +5,535 +96%
HFP
2156
Holistic Financial Partners
Indiana
$1.29M -$175K -1,551 -12%
CI
2157
CX Institutional
Indiana
$1.29M -$67.9K -603 -5%
CIM
2158
Caldwell Investment Management
Ontario, Canada
$1.29M – – –
PFWA
2159
Paces Ferry Wealth Advisors
Georgia
$1.29M +$19.4K +172 +2%
LMKC
2160
L.M. Kohn & Company
Ohio
$1.29M +$19.8K +176 +2%
TCWM
2161
Total Clarity Wealth Management
Illinois
$1.29M +$45.8K +407 +4%
FPCP
2162
Fort Point Capital Partners
California
$1.28M -$18.2K -162 -1%
BCM
2163
Brooktree Capital Management
Michigan
$1.28M – – –
MA
2164
MBA Advisors
Pennsylvania
$1.27M -$225 -2 -0%
GA
2165
GraniteShares Advisors
New York
$1.27M +$1.27M +11,275 New
PCM
2166
Prelude Capital Management
New York
$1.27M -$25.6K -227 -2%
CPSC
2167
Carl P. Sherr & Co
Massachusetts
$1.27M +$41K +364 +3%
S
2168
Surevest
California
$1.26M -$353K -3,138 -22%
LC
2169
Lavaca Capital
Texas
$1.25M -$55K -482 -4%
SG
2170
Stonnington Group
California
$1.25M -$159K -1,384 -11%
CAM
2171
Cacti Asset Management
Georgia
$1.25M – – –
Kayne Anderson Rudnick Investment Management
2172
Kayne Anderson Rudnick Investment Management
California
$1.25M – – –
MA
2173
MJP Associates
Connecticut
$1.25M +$63.7K +566 +5%
AIA
2174
Alera Investment Advisors
Illinois
$1.25M -$51.7K -459 -4%
OCM
2175
Orion Capital Management
California
$1.25M +$39.4K +350 +3%
85 86
87
88 89