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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 %
PIC
2526
Portland Investment Counsel
Ontario, Canada
$763K – – –
FNBOH
2527
First National Bank of Hutchinson
Kansas
$762K +$1.13K +10 +0.1%
FCB
2528
First Command Bank
Texas
$760K -$15.8K -140 -2%
FCFS
2529
First Command Financial Services
Texas
$760K -$15.8K -140 -2%
TLP
2530
Trinity Legacy Partners
Texas
$758K -$3.65M -32,335 -83%
MIC
2531
Meridian Investment Counsel
California
$758K – – –
CA
2532
CapWealth Advisors
Tennessee
$757K -$231K -2,048 -23%
SP
2533
Successful Portfolios
Florida
$756K -$13.5K -120 -2%
ACM
2534
AlphaStar Capital Management
North Carolina
$755K +$22.7K +202 +3%
IF
2535
IRON Financial
Illinois
$753K -$26.8K -238 -3%
CAM
2536
Concorde Asset Management
Michigan
$752K +$5.3K +37 +0.7%
PPWM
2537
Paragon Private Wealth Management
Kentucky
$752K +$25.5K +226 +4%
RCA
2538
Reitz Capital Advisors
Michigan
$749K -$73.2K -650 -9%
HCP
2539
Hexagon Capital Partners
Arkansas
$749K +$168K +1,489 +29%
CIA
2540
Cladis Investment Advisory
Montana
$748K – – –
NCM
2541
Northside Capital Management
Oregon
$746K – – –
FRM
2542
Fox Run Management
Connecticut
$744K -$120K -1,063 -14%
RB
2543
Rodgers Brothers
Pennsylvania
$744K – – –
CFO
2544
CVA Family Office
Colorado
$740K -$117K -1,041 -14%
AWM
2545
AllSquare Wealth Management
New York
$739K – – –
ACM
2546
AUA Capital Management
Pennsylvania
$738K -$4.84K -43 -0.7%
CICI
2547
Capital Investment Counsel Inc
North Carolina
$738K +$418K +3,716 +131%
CCG
2548
Coastwise Capital Group
California
$738K +$738K +6,551 New
WCA
2549
Waypoint Capital Advisors
Minnesota
$736K +$13.3K +118 +2%
CMI
2550
Clare Market Investments
Texas
$731K +$375K +3,332 +105%
100 101
102
103 104