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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 %
WDL
2326
Well Done LLC
Michigan
$998K +$2.03K +18 +0.2%
CRI
2327
Colonial River Investments
Virginia
$996K +$146K +1,298 +17%
HCM
2328
HMS Capital Management
Tennessee
$996K +$154K +1,369 +18%
SAMT
2329
Select Asset Management & Trust
Pennsylvania
$995K -$3.38K -30 -0.3%
DA
2330
DSC Advisors
Illinois
$995K +$49.6K +440 +5%
RPSA
2331
Richard P. Slaughter Associates
Texas
$995K +$70.3K +624 +8%
RZH
2332
Relyea Zuckerberg Hanson
Connecticut
$995K +$70.2K +624 +8%
AA
2333
Addison Advisors
Vermont
$993K -$31.5K -280 -3%
Eagle Capital Management (New York)
2334
Eagle Capital Management (New York)
New York
$992K -$178K -1,577 -15%
CFO
2335
Collective Family Office
Pennsylvania
$992K -$7.2K -64 -0.7%
PA
2336
PSI Advisors
Florida
$989K -$20.8K -185 -2%
RWP
2337
Revolve Wealth Partners
New Jersey
$988K -$19.6K -174 -2%
BCM
2338
Bluefin Capital Management
New York
$988K +$235K +2,040 +31%
CCA
2339
Column Capital Advisors
Indiana
$986K +$182K +1,613 +23%
PL
2340
Pluribus Labs
California
$985K +$545K +4,840 +124%
TSS
2341
Two Sigma Securities
New York
$982K +$534K +4,746 +119%
KP
2342
Keel Point
Alabama
$979K -$10.8K -91 -1%
KA
2343
Kozak & Associates
Colorado
$978K +$201K +1,783 +26%
BAS
2344
Brown Advisory Securities
Maryland
$977K -$335K -2,982 -26%
TFA
2345
Triad Financial Advisors
North Carolina
$977K +$10.4K +92 +1%
SM
2346
Salzhauer Michael
$976K -$316K -2,800 -24%
AWM
2347
Accel Wealth Management
Iowa
$976K -$6.67K -59 -0.7%
WMP
2348
Wealth Management Partners
Arizona
$975K – – –
WAOI
2349
Wealth Advisors of Iowa
Iowa
$975K +$718K +6,046 +279%
MIFH
2350
Migdal Insurance & Financial Holdings
Israel
$971K -$66M -582,484 -99%
92 93
94
95 96