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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 %
TIA
2226
Trust Investment Advisors
Indiana
$1.16M +$16.8K +149 +1%
MA
2227
MONECO Advisors
Connecticut
$1.16M +$175K +1,553 +18%
ACM
2228
Allred Capital Management
Texas
$1.16M -$88.7K -788 -7%
ICM
2229
IMS Capital Management
Oregon
$1.16M -$161K -1,432 -12%
PCM
2230
Passive Capital Management
Maryland
$1.16M -$1.11M -9,845 -49%
CAM
2231
Cidel Asset Management
Ontario, Canada
$1.16M +$3.38K +30 +0.3%
WAG
2232
Winthrop Advisory Group
Massachusetts
$1.16M -$58.8K -522 -5%
AO
2233
Advisor OS
Illinois
$1.15M +$410K +3,639 +55%
RSVP
2234
Ramsay Stattman Vela & Price
Colorado
$1.15M +$93.4K +830 +9%
COCM
2235
Charter Oak Capital Management
New Hampshire
$1.15M +$19.7K +175 +2%
JHCP
2236
Jackson Hole Capital Partners
Oklahoma
$1.15M +$47.7K +424 +4%
SB
2237
Sunflower Bank
Texas
$1.15M -$302K -2,679 -21%
MFG
2238
Monte Financial Group
Connecticut
$1.14M – – –
JWA
2239
JFS Wealth Advisors
Pennsylvania
$1.14M -$232K -2,057 -17%
CFG
2240
CKW Financial Group
Hawaii
$1.14M +$114 +1 +0%
FRA
2241
Front Row Advisors
California
$1.14M +$4.39K +39 +0.4%
MW
2242
MBL Wealth
North Carolina
$1.13M +$71.8K +638 +7%
VFPI
2243
Vantage Financial Partners (Illinois)
Illinois
$1.13M +$371K +3,300 +49%
RHAM
2244
Round Hill Asset Management
California
$1.13M -$3.04K -27 -0.3%
AC
2245
AlphaCore Capital
California
$1.13M +$270K +2,395 +31%
SMA
2246
Sage Mountain Advisors
Georgia
$1.13M -$63.1K -560 -5%
OPW
2247
Oxler Private Wealth
New York
$1.13M +$9.12K +81 +0.8%
PFO
2248
PMC FIG Opportunities
Israel
$1.13M +$1.13M +10,000 New
AGA
2249
Accuvest Global Advisors
Utah
$1.13M +$551K +4,894 +96%
AFM
2250
Anson Funds Management
Texas
$1.13M +$1.13M +10,000 New
88 89
90
91 92