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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 %
VCM
3276
Versant Capital Management
Arizona
$149K -$2.03K -18 -1%
LS
3277
Leelyn Smith
Illinois
$145K – – –
HIM
3278
Hillsdale Investment Management
Ontario, Canada
$142K -$18.9K -168 -12%
WAM
3279
Worth Asset Management
Texas
$140K – – –
OBWP
3280
O'Brien Wealth Partners
Massachusetts
$136K -$41K -364 -23%
NIM
3281
NuWave Investment Management
New Jersey
$136K +$136K +1,205 New
CMP
3282
Coston McIsaac & Partners
Maine
$136K +$136K +1,207 New
HCM
3283
Horrell Capital Management
Arkansas
$135K – – –
UIA
3284
Ulland Investment Advisors
Minnesota
$132K – – –
MGIM
3285
M&G Investment Management
United Kingdom
$131K +$28.6K +253,321 +28%
KFP
3286
KB Financial Partners
New Jersey
$131K -$3.14K -28 -2%
TCCM
3287
Timber Creek Capital Management
Massachusetts
$129K – – –
PO
3288
Private Ocean
California
$128K +$35.1K +314 +38%
TAM
3289
Tucker Asset Management
Colorado
$127K +$27K +240 +27%
JWM
3290
Janiczek Wealth Management
Colorado
$126K +$5.67K +49 +5%
KFS
3291
Kelly Financial Services
Massachusetts
$121K +$676 +6 +0.6%
TCM
3292
Tradewinds Capital Management
Washington
$119K -$79.5K -707 -40%
LFG
3293
Larson Financial Group
Missouri
$119K +$15K +134 +14%
TF
3294
TimeScale Financial
Massachusetts
$118K -$7.34K -65 -6%
OA
3295
Operose Advisors
Wisconsin
$116K – – –
NOI
3296
Newton One Investments
Delaware
$115K – – –
PP
3297
PFS Partners
New Jersey
$112K +$225 +2 +0.2%
FA
3298
Financial Advantage
Maryland
$112K -$11.2K -100 -9%
BIA
3299
Bell Investment Advisors
California
$112K +$112K +997 New
CWA
3300
Core Wealth Advisors
Florida
$109K – – –
130 131
132
133 134