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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 %
NC
1101
Naman Capital
Brazil
$5.63M – – –
TCM
1102
Tegean Capital Management
New York
$5.63M +$5.63M +50,000 New
MCM
1103
McRae Capital Management
New Jersey
$5.6M +$255K +2,264 +5%
S
1104
SignatureFD
Georgia
$5.6M -$109K -972 -2%
CNBTD
1105
Citizens National Bank Trust Department
Mississippi
$5.59M +$2.34M +20,760 +72%
CCM
1106
Compton Capital Management
Rhode Island
$5.59M -$2.99M -26,530 -35%
BCCM
1107
Bridge Creek Capital Management
Massachusetts
$5.57M +$130K +1,150 +2%
SHA
1108
Seneca House Advisors
Virginia
$5.56M +$181K +1,605 +3%
MIAN
1109
Mariner Independent Advisor Network
Kansas
$5.56M +$315K +2,768 +6%
HIP
1110
Harrell Investment Partners
Texas
$5.54M +$305K +2,706 +6%
SVWAG
1111
Sound View Wealth Advisors Group
Georgia
$5.53M +$204K +1,815 +4%
P
1112
Pariax
California
$5.52M +$621K +5,510 +13%
JEST
1113
JTC Employer Solutions Trustee
Jersey
$5.51M -$98.1K -871 -2%
IIM
1114
Ipswich Investment Management
Massachusetts
$5.51M -$394K -3,496 -7%
AMM
1115
American Money Management
California
$5.5M +$668K +5,932 +14%
BFG
1116
Beacon Financial Group
Texas
$5.5M +$47.2K +405 +0.9%
AWM
1117
Axxcess Wealth Management
California
$5.49M +$157K +1,396 +3%
CIA
1118
Covington Investment Advisors
Pennsylvania
$5.48M -$17.3K -154 -0.3%
GCM
1119
Gibraltar Capital Management
Oklahoma
$5.48M +$726K +6,448 +15%
ACM
1120
Adalta Capital Management
New York
$5.47M -$1.16M -10,300 -17%
MGP
1121
Metis Global Partners
California
$5.47M +$155K +1,379 +3%
HCA
1122
Harbour Capital Advisors
Virginia
$5.46M +$3.83K +34 +0.1%
ACM
1123
Alpha Capital Management
Texas
$5.46M +$270K +2,396 +5%
WIM
1124
Wittenberg Investment Management
Massachusetts
$5.44M -$16.9K -150 -0.3%
FFG
1125
Frisch Financial Group
New York
$5.44M +$66.4K +590 +1%
43 44
45
46 47