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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 %
IIM
2426
Ironwood Investment Management
Massachusetts
$884K – – –
PK
2427
Pflug Koory
Nebraska
$882K – – –
PC
2428
Port Capital
Illinois
$882K +$12K +107 +1%
PFS
2429
Physicians Financial Services
North Carolina
$881K +$22.5K +200 +3%
GIM
2430
Guild Investment Management
California
$880K +$565K +4,903 +179%
HCC
2431
Hirtle Callaghan & Co
Pennsylvania
$877K +$222K +1,973 +34%
FSG
2432
Financial Strategies Group
Michigan
$875K +$256K +2,272 +41%
AC
2433
ASB Consultores
Florida
$872K +$28K +249 +3%
QC
2434
Quadrature Capital
United Kingdom
$871K -$10.9M -96,799 -93%
RTS
2435
Round Table Services
New Jersey
$870K -$53.3K -473 -6%
SHFA
2436
SC&H Financial Advisors
Maryland
$869K -$80.3K -713 -8%
AIM
2437
Alhambra Investment Management
Florida
$868K +$5.97K +53 +0.7%
LIA
2438
LBMC Investment Advisors
Tennessee
$866K -$28.3K -251 -3%
DFS
2439
Dixon Fnancial Services
California
$866K -$675 -6 -0.1%
SIG
2440
Spinnaker Investment Group
California
$864K -$125K -1,112 -13%
TCM
2441
Triumph Capital Management
Colorado
$864K +$53.7K +477 +7%
CHA
2442
Carmichael Hill & Associates
Maryland
$860K +$13.5K +120 +2%
SC
2443
Sierra Capital
Florida
$859K -$57K -506 -6%
TF
2444
TLWM Financial
Texas
$859K -$5.97K -53 -0.7%
FAG
2445
Fortitude Advisory Group
Washington
$859K +$97.5K +866 +13%
PL
2446
Plancorp LLC
Missouri
$856K +$31.7K +281 +4%
NWM
2447
Northwest Wealth Management
Iowa
$855K +$21.6K +192 +3%
AP
2448
Atwood & Palmer
Missouri
$854K -$20K -178 -2%
Fuller & Thaler Asset Management
2449
Fuller & Thaler Asset Management
California
$850K -$518K -4,600 -38%
HGERS
2450
Householder Group Estate & Retirement Specialist
Arizona
$849K +$45.7K +406 +6%
96 97
98
99 100