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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 %
FMN
2451
Financial Management Network
California
$848K +$186K +1,633 +28%
IA
2452
IFG Advisors
Missouri
$846K +$1.58K +14 +0.2%
HFA
2453
High Falls Advisors
New York
$846K +$2.14K +19 +0.3%
SDWMA
2454
Schneider Downs Wealth Management Advisors
Pennsylvania
$846K +$162K +1,436 +24%
LFM
2455
Lumina Fund Management
New York
$845K – – –
PAWC
2456
P.A.W. Capital
Connecticut
$845K +$113K +1,000 +15%
EPM
2457
Equitec Proprietary Markets
Illinois
$845K +$845K +7,500 New
CA
2458
Calton & Associates
Florida
$843K -$792K -7,041 -48%
DG
2459
DMC Group
Alabama
$842K +$11.2K +99 +1%
MKC
2460
M. Kraus & Co
Vermont
$838K – – –
MM
2461
MQS Management
New York
$836K +$836K +7,423 New
CAM
2462
Cubic Asset Management
Massachusetts
$832K +$17.5K +155 +2%
HG
2463
Herbst Group
Connecticut
$830K -$114K -1,000 -12%
VC
2464
Veracity Capital
Georgia
$829K -$111K -989 -12%
MTC
2465
McDaniel Terry & Co
Texas
$829K +$166K +1,475 +25%
LIM
2466
Loudon Investment Management
New Hampshire
$828K -$211K -1,870 -20%
CFA
2467
CWS Financial Advisors
Michigan
$828K +$54.3K +482 +7%
GFG
2468
Greystone Financial Group
Michigan
$826K -$585K -5,194 -41%
TCM
2469
Teza Capital Management
Illinois
$826K -$467K -4,145 -36%
AC
2470
Apella Capital
Connecticut
$826K -$18.7K -166 -2%
DI
2471
Disciplined Investments
Oklahoma
$825K +$591K +5,242 +252%
GA
2472
Gateway Advisory
New Jersey
$824K +$84.2K +748 +11%
KFA
2473
Kelleher Financial Advisors
New York
$822K +$48.6K +432 +6%
AIM
2474
ARGA Investment Management
Connecticut
$821K +$821K +7,287 New
CC
2475
Corsicana & Co
Texas
$818K -$56.3K -500 -6%
97 98
99
100 101