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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 %
TT
2401
TI-Trust
Illinois
$914K -$22.5K -200 -2%
AA
2402
Alesco Advisors
New York
$914K +$174K +1,542 +23%
HWMA
2403
Heritage Wealth Management (Arizona)
Arizona
$911K -$378K -3,361 -29%
WMA
2404
Wealth Management Associates
New Jersey
$911K -$55.5K -493 -6%
FFS
2405
Founders Financial Securities
Maryland
$910K +$59.8K +531 +7%
NERM
2406
New England Research & Management
Illinois
$908K – – –
LF
2407
LifeSteps Financial
California
$907K -$63.5K -564 -7%
IP
2408
Ignite Planners
California
$907K +$40.3K +351 +5%
CWA
2409
Clearview Wealth Advisors
Oregon
$903K +$11.1K +99 +1%
PG
2410
Proffitt & Goodson
Tennessee
$903K +$62K +551 +7%
GCM
2411
GoodHaven Capital Management
New Jersey
$901K – – –
RB
2412
Renasant Bank
Mississippi
$900K -$62.5K -555 -6%
TWA
2413
TPB Wealth Advisors
Texas
$897K +$49.6K +441 +6%
HIIFS
2414
Harel Insurance Investments & Financial Services
Israel
$895K -$62.7M -556,513 -99%
FH
2415
FWG Holdings
Florida
$895K -$18.2K -162 -2%
RG
2416
Renaissance Group
Kentucky
$894K +$15.6K +139 +2%
EAM
2417
Evanson Asset Management
California
$893K -$263K -2,333 -23%
HIM
2418
Hotaling Investment Management
Pennsylvania
$891K +$51.7K +459 +6%
VCM
2419
Viewpoint Capital Management
Washington
$890K -$2.82K -25 -0.3%
GPA
2420
Garrison Point Advisors
California
$890K – – –
DA
2421
Denali Advisors
California
$890K +$90.1K +800 +11%
SFP
2422
Sweet Financial Partners
Minnesota
$888K +$260K +2,308 +41%
OBGC
2423
O'Brien Greene & Co
Pennsylvania
$887K -$1.24K -11 -0.1%
Bank of Montreal
2424
Bank of Montreal
Ontario, Canada
$885K +$52.2K +422,142 +6%
AMC
2425
Asset Management Corp
Illinois
$884K -$46.1K -409 -5%
95 96
97
98 99