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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 %
LFAS
976
Level Four Advisory Services
Texas
$6.93M +$159K +1,408 +2%
HWAM
977
Hennion & Walsh Asset Management
New Jersey
$6.92M -$68K -604 -1%
ELC
978
Edgar Lomax Company
Virginia
$6.92M +$189K +1,675 +3%
DAS
979
Dynamic Advisor Solutions
Arizona
$6.92M -$772K -6,856 -10%
VM
980
Venator Management
Pennsylvania
$6.9M -$182K -1,613 -3%
CHAM
981
Clear Harbor Asset Management
Connecticut
$6.9M +$185K +1,646 +3%
SWM
982
Spire Wealth Management
Virginia
$6.89M -$2.85M -25,323 -29%
TWMP
983
Taylor Wealth Management Partners
Massachusetts
$6.89M -$457K -4,055 -6%
GCMG
984
Gyroscope Capital Management Group
Florida
$6.88M +$1.33M +11,835 +24%
CNB
985
Camden National Bank
Maine
$6.87M +$133K +1,180 +2%
RFM
986
Royal Fund Management
Florida
$6.87M +$458K +4,066 +7%
AWM
987
Apollon Wealth Management
South Carolina
$6.85M +$196K +1,740 +3%
MCM
988
Mengis Capital Management
Oregon
$6.81M -$788 -7 -0%
IPW
989
Inlet Private Wealth
Florida
$6.81M +$2.14K +19 +0%
AF
990
Allworth Financial
California
$6.8M +$717K +6,366 +12%
BBP
991
Banco BTG Pactual
Brazil
$6.78M +$21.3K +189 +0.3%
PA
992
Perennial Advisors
New York
$6.77M +$114K +1,010 +2%
AssetMark Inc
993
AssetMark Inc
California
$6.76M +$2.48M +22,015 +58%
BRCM
994
Bright Rock Capital Management
Massachusetts
$6.76M – – –
NM
995
NWI Management
New York
$6.76M – – –
CC
996
Constitution Capital
Connecticut
$6.74M -$1.57M -13,950 -19%
SIM
997
Stratos Investment Management
Ohio
$6.73M +$223K +1,981 +3%
SAM
998
Security Asset Management
New York
$6.73M -$1.74M -15,422 -21%
FC
999
Fulcrum Capital
Washington
$6.72M +$375K +3,330 +6%
FM
1000
Foster & Motley
Ohio
$6.72M -$457K -4,054 -6%
38 39
40
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