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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 %
BA
1226
Bristlecone Advisors
Washington
$4.62M +$288K +2,556 +7%
LCC
1227
Lincoln Capital Corp
Rhode Island
$4.6M +$27.4K +243 +0.6%
RWM
1228
Ritholtz Wealth Management
New York
$4.6M +$981K +8,712 +27%
ADL
1229
Asset Dedication LLC
California
$4.6M +$140K +1,250 +3%
1WM
1230
1900 Wealth Management
Texas
$4.58M -$15.3K -136 -0.3%
CCFP
1231
Charles Carroll Financial Partners
Massachusetts
$4.58M +$33.8K +300 +0.7%
NAS
1232
Nicolet Advisory Services
Wisconsin
$4.57M +$6.31K +55 +0.1%
JCM
1233
Jacobi Capital Management
Pennsylvania
$4.57M +$200K +1,776 +5%
BC
1234
Burleson & Co
California
$4.57M +$333K +2,961 +8%
PWS
1235
Peloton Wealth Strategists
Indiana
$4.56M +$67.6K +600 +2%
WPIC
1236
White Pine Investment Company
Michigan
$4.55M +$11.8K +105 +0.3%
WPW
1237
Waldron Private Wealth
Pennsylvania
$4.55M +$148K +1,314 +3%
MMG
1238
Monetary Management Group
Missouri
$4.55M +$686K +6,090 +18%
OIM
1239
Opus Investment Management
Massachusetts
$4.54M – – –
VHAM
1240
Van Hulzen Asset Management
California
$4.54M -$1.8M -16,028 -28%
FWC
1241
First Washington Corp
Washington
$4.53M +$4.53M +40,233 New
MHS
1242
M Holdings Securities
Oregon
$4.52M +$126K +1,117 +3%
PCM
1243
Patient Capital Management
Maryland
$4.52M +$450K +4,000 +11%
RA
1244
RFG Advisory
Alabama
$4.51M +$1.26M +10,925 +39%
UFG
1245
United Fire Group
Iowa
$4.5M -$2M -17,736 -31%
MLIC
1246
Mandatum Life Insurance Company
Finland
$4.5M +$383K +3,399 +9%
FBC
1247
Fairfield, Bush & Co
Connecticut
$4.5M -$501K -4,451 -10%
CCA
1248
Checchi Capital Advisers
California
$4.48M +$116K +1,003 +3%
APP
1249
Avantax Planning Partners
Iowa
$4.48M +$464K +4,121 +12%
OFG
1250
Oxford Financial Group
Indiana
$4.47M -$63.4K -563 -1%
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50
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