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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 %
AWM
2976
Aevitas Wealth Management
Massachusetts
$341K -$2.59K -23 -0.8%
PCM
2977
Piedmont Capital Management
Montana
$341K +$105K +933 +44%
NPPM
2978
North Point Portfolio Managers
Ohio
$340K – – –
PWC
2979
PYA Waltman Capital
Tennessee
$340K +$73.5K +653 +28%
AIS
2980
American Investment Services
Massachusetts
$339K – – –
EA
2981
Ellsworth Advisors
Ohio
$338K +$55.1K +489 +19%
HPWM
2982
High Pines Wealth Management
Massachusetts
$337K -$2.95M -26,200 -90%
RIA
2983
Richwood Investment Advisors
Ohio
$337K +$27.6K +245 +9%
RWA
2984
Redmont Wealth Advisors
Illinois
$336K -$75.4K -669 -18%
ACA
2985
Ackerman Capital Advisors
Texas
$336K – – –
SDH
2986
Sloy Dahl & Holst
Washington
$336K – – –
HCA
2987
Heck Capital Advisors
Wisconsin
$334K -$41.3K -367 -11%
SOW
2988
State of Wyoming
Wyoming
$333K -$381K -3,382 -53%
MCM
2989
Monument Capital Management
Virginia
$333K -$676 -6 -0.2%
KW
2990
KWB Wealth
California
$332K +$46.9K +417 +16%
BA
2991
Bridge Advisory
California
$331K -$32.1K -284 -9%
GAM
2992
Gemmer Asset Management
California
$331K +$1.8K +16 +0.5%
CCC
2993
Chelsea Counsel Company
California
$330K – – –
AGA
2994
Arkos Global Advisors
Texas
$330K +$330K +2,927 New
OQS
2995
Occudo Quantitative Strategies
Florida
$329K -$740K -6,566 -69%
SWM
2996
Sendero Wealth Management
Texas
$329K -$90.7K -805 -22%
MCM
2997
Magnolia Capital Management
New York
$329K – – –
AC
2998
Avenir Corporation
Virginia
$329K – – –
MSFP
2999
Mark Sheptoff Financial Planning
Connecticut
$328K +$51K +452 +18%
RC
3000
Rovin Capital
Arizona
$327K +$1.35K +12 +0.4%
118 119
120
121 122