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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 %
RHDIC
2751
R.H. Dinel Investment Counsel
California
$517K – – –
Cohen & Steers
2752
Cohen & Steers
New York
$517K +$13.4K +119 +3%
AIA
2753
Arbor Investment Advisors
North Carolina
$516K -$50.7K -450 -9%
GA
2754
Geller Advisors
New York
$513K -$276K -2,448 -35%
HAS
2755
HBW Advisory Services
California
$513K -$205K -1,824 -29%
NRI
2756
NFP Retirement Inc
California
$512K -$8.22K -73 -2%
MIM
2757
Merrion Investment Management
New Jersey
$512K – – –
RCM
2758
Requisite Capital Management
Texas
$512K +$65.5K +581 +15%
WCA
2759
Waratah Capital Advisors
Ontario, Canada
$510K +$510K +4,535 New
AWM
2760
Angeles Wealth Management
California
$509K -$13.7K -122 -3%
MWPCG
2761
Measured Wealth Private Client Group
New Hampshire
$509K +$53.2K +472 +12%
QFA
2762
Quantum Financial Advisors
California
$509K +$509K +4,303 New
AWA
2763
Aaron Wealth Advisors
Illinois
$507K -$51.1M -454,482 -99%
ESCM
2764
Echo Street Capital Management
New York
$507K +$261K +2,318 +106%
GFPC
2765
Global Financial Private Client
Florida
$507K +$133K +1,170 +36%
CCT
2766
Capital City Trust
Florida
$505K +$71.4K +634 +16%
HI
2767
Harper Investing
California
$504K +$90.7K +805 +22%
MFGP
2768
Marshall Financial Group (Pennsylvania)
Pennsylvania
$503K +$1.92K +17 +0.4%
TSWM
2769
Tyler-Stone Wealth Management
Ohio
$502K -$28.4K -252 -5%
CWP
2770
Curated Wealth Partners
California
$502K +$53.9K +479 +12%
FC
2771
Financial Council
Maryland
$501K +$188K +1,670 +60%
SWA
2772
Sax Wealth Advisors
New Jersey
$500K -$4.95K -44 -1%
OFS
2773
OneAscent Financial Services
Alabama
$500K +$500K +4,444 New
SPWG
2774
Sage Private Wealth Group
Illinois
$499K +$56.1K +498 +13%
APC
2775
Aspire Private Capital
North Carolina
$498K +$1.01K +9 +0.2%
109 110
111
112 113