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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 %
FIA
2201
Foundations Investment Advisors
Arizona
$1.21M +$418K +3,737 +53%
WIA
2202
Westbourne Investment Advisors
Maryland
$1.2M – – –
GKWIM
2203
Gerber Kawasaki Wealth & Investment Management
California
$1.2M -$240K -2,131 -17%
JF
2204
JSF Financial
California
$1.2M +$33.1K +294 +3%
PFGIA
2205
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M +$79K +701 +7%
NPF
2206
Norris Perne & French
Michigan
$1.2M +$99.9K +887 +9%
CS
2207
Capital Square
Tennessee
$1.19M -$22.4K -199 -2%
TB
2208
Terril Brothers
Missouri
$1.19M -$373K -3,309 -24%
TI
2209
Truepoint Inc
Ohio
$1.19M +$920K +8,164 +341%
TCA
2210
Taconic Capital Advisors
New York
$1.19M +$230K +2,040 +24%
FIM
2211
Freedom Investment Management
Connecticut
$1.19M +$13.9K +123 +1%
EA
2212
Eudaimonia Advisors
Tennessee
$1.18M -$109K -967 -8%
FFC
2213
First Financial Corp
Indiana
$1.18M +$11.5K +102 +1%
RBFC
2214
Roman Butler Fullerton & Co
Missouri
$1.18M -$11.6K -103 -1%
BWM
2215
BigSur Wealth Management
Florida
$1.18M – – –
SIM
2216
SSI Investment Management
California
$1.18M -$20.3K -180 -2%
VIM
2217
Vista Investment Management
Pennsylvania
$1.17M +$33.1K +294 +3%
TPW
2218
Transatlantique Private Wealth
New York
$1.17M +$1.17M +10,420 New
SIC
2219
Sterling Investment Counsel
New York
$1.17M +$8.44K +75 +0.7%
CC
2220
Commons Capital
Massachusetts
$1.17M +$5.18K +46 +0.4%
BHBT
2221
Burke & Herbert Bank & Trust
Virginia
$1.17M -$92.2K -818 -7%
NEWAS
2222
N.E.W. Advisory Services
Wisconsin
$1.17M +$35.9K +319 +3%
PWP
2223
Pursue Wealth Partners
California
$1.17M -$856K -7,600 -42%
PCM
2224
Princeton Capital Management
New Jersey
$1.17M +$241K +2,137 +26%
WA
2225
Waddell & Associates
Tennessee
$1.17M -$29.3K -260 -2%
87 88
89
90 91