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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 %
MPIM
1051
McGinn Penninger Investment Management
Virginia
$6.25M +$2.59K +23 +0%
WAS
1052
Wealth Advisory Solutions
Indiana
$6.25M +$169K +1,497 +3%
MRCM
1053
M&R Capital Management
New Jersey
$6.23M -$84.3K -749 -1%
AT
1054
American Trust
Kentucky
$6.21M +$8.33K +74 +0.1%
KLCM
1055
KG&L Capital Management
Louisiana
$6.19M +$20.5K +182 +0.3%
IA
1056
Icon Advisers
Colorado
$6.19M – – –
SIP
1057
Stoneridge Investment Partners
Pennsylvania
$6.16M +$1.8M +15,950 +41%
RC
1058
RBF Capital
California
$6.15M – – –
ALAM
1059
Asahi Life Asset Management
Japan
$6.15M -$5.01M -44,470 -45%
RWM
1060
Rench Wealth Management
Texas
$6.14M +$129K +1,149 +2%
MPM
1061
Meritage Portfolio Management
Kansas
$6.13M +$78.6K +698 +1%
BL
1062
BCWM LLC
Kansas
$6.13M +$210K +1,862 +4%
CSPIA
1063
Cary Street Partners Investment Advisory
Virginia
$6.1M +$3.09M +27,452 +103%
RCM
1064
Radnor Capital Management
Pennsylvania
$6.09M +$22.5K +200 +0.4%
FTDI
1065
First Trust Direct Indexing
Massachusetts
$6.09M +$545K +4,836 +10%
HIA
1066
Harbor Investment Advisory
Maryland
$6.07M -$141K -1,253 -2%
IMOV
1067
Investment Management of Virginia
Virginia
$6.05M +$51.8K +460 +0.9%
LSPW
1068
Lake Street Private Wealth
Illinois
$6.04M +$86.4K +767 +1%
SMH
1069
Sanders Morris Harris
Texas
$5.99M -$489K -4,298 -8%
CFA
1070
Capstone Financial Advisors
Illinois
$5.98M +$34.9K +310 +0.6%
JF
1071
Jump Financial
Illinois
$5.97M +$5.02M +44,609 +530%
CBN
1072
Cadence Bank NA
Texas
$5.96M -$206K -1,829 -3%
RAM
1073
Redmond Asset Management
Virginia
$5.96M +$1.46M +13,008 +33%
SAM
1074
Sompo Asset Management
Japan
$5.95M -$109K -970 -2%
WCM
1075
Windward Capital Management
California
$5.94M +$35.5K +315 +0.6%
41 42
43
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