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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 %
NWM
1276
NEIRG Wealth Management
Massachusetts
$4.27M +$410K +3,639 +11%
RMSCM
1277
R.M. Sincerbeaux Capital Management
New York
$4.27M – – –
PWMAG
1278
Pinnacle Wealth Management Advisory Group
New Jersey
$4.27M -$144K -1,280 -3%
FC
1279
Fusion Capital
South Carolina
$4.26M +$4.26M +37,844 New
SCP
1280
Sandhill Capital Partners
New York
$4.26M +$2.34M +20,806 +122%
SIMM
1281
Stillwater Investment Management (Minnesota)
Minnesota
$4.25M +$92.4K +821 +2%
CF
1282
Concorde Financial
Texas
$4.24M +$701K +6,225 +20%
NC
1283
NewSquare Capital
Pennsylvania
$4.23M +$423K +3,757 +11%
MP
1284
MSD Partners
New York
$4.22M – – –
TI
1285
tru Independence
Oregon
$4.22M +$888K +7,885 +27%
BA
1286
Bridgewater Advisors
New York
$4.22M -$31.4K -279 -0.7%
LSV Asset Management
1287
LSV Asset Management
Illinois
$4.2M – – –
PA
1288
Procyon Advisors
Connecticut
$4.19M +$187K +1,663 +5%
HCA
1289
Horan Capital Advisors
Ohio
$4.18M +$14.5K +129 +0.3%
PC
1290
Permanens Capital
New York
$4.18M – – –
IAS
1291
IMA Advisory Services
Colorado
$4.18M +$444K +3,942 +12%
VRM
1292
Vectors Research Management
New York
$4.17M -$409K -3,631 -9%
AWM
1293
Avior Wealth Management
Nebraska
$4.17M +$76.9K +683 +2%
EM
1294
Excalibur Management
Massachusetts
$4.16M -$34.6K -307 -0.8%
NLP
1295
Next Level Private
New York
$4.16M -$147K -1,302 -3%
CWM
1296
Chemistry Wealth Management
New York
$4.16M -$24.1K -214 -0.6%
TFS
1297
TrustCore Financial Services
Tennessee
$4.16M +$163K +1,444 +4%
MFG
1298
Magnus Financial Group
New York
$4.15M +$334K +2,965 +9%
BS
1299
Bessemer Securities
New York
$4.15M +$794K +7,050 +24%
HI
1300
Harbour Investments
Wisconsin
$4.15M +$4.15M +36,831 New
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52
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