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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 %
SAI
1301
Systematic Alpha Investments
New Jersey
$4.14M -$586K -5,200 -12%
FCMT
1302
Founders Capital Management (Texas)
Texas
$4.14M +$1.27M +11,235 +44%
CAL
1303
Capital Analysts LLC
Pennsylvania
$4.14M +$50.7K +450 +1%
SWP
1304
Strategic Wealth Partners
Ohio
$4.14M +$119K +1,056 +3%
ECM
1305
Exchange Capital Management
Michigan
$4.14M +$505K +4,488 +14%
RL
1306
RPO LLC
Connecticut
$4.13M +$4.13M +36,707 New
VanEck Associates
1307
VanEck Associates
New York
$4.13M +$996K +8,847 +32%
EAM
1308
Eagle Asset Management
Florida
$4.12M -$87.2M -774,657 -95%
BONH
1309
Bank of New Hampshire
New Hampshire
$4.12M -$350K -3,105 -8%
MFG
1310
MidWestOne Financial Group
Iowa
$4.11M +$285K +2,530 +7%
HW
1311
Hedeker Wealth
Illinois
$4.11M -$315K -2,755 -7%
CCM
1312
Coerente Capital Management
Ontario, Canada
$4.1M +$112K +995 +3%
COI
1313
Connable Office Inc
Michigan
$4.1M – – –
CCM
1314
Canal Capital Management
Virginia
$4.1M +$323K +2,869 +9%
CCT
1315
Chemung Canal Trust
New York
$4.09M -$134K -1,192 -3%
TW
1316
TrinityPoint Wealth
Connecticut
$4.09M +$18K +160 +0.4%
CGL
1317
Clarius Group LLC
Washington
$4.09M +$80.7K +717 +2%
DSC
1318
Duncker Streett & Co
Missouri
$4.08M -$21.6K -192 -0.5%
FFN
1319
Focus Financial Network
Minnesota
$4.08M +$3.27K +29 +0.1%
PCA
1320
Providence Capital Advisors
North Carolina
$4.07M -$188K -1,671 -4%
VMPIC
1321
Varma Mutual Pension Insurance Co
Finland
$4.07M – – –
PWS
1322
Peterson Wealth Services
Utah
$4.07M +$332K +2,947 +9%
GA
1323
GFS Advisors
Texas
$4.06M +$2.13M +18,955 +111%
UAM
1324
Unison Asset Management
Florida
$4.05M +$372K +3,302 +10%
BA
1325
Baugh & Associates
Georgia
$4.04M -$45.3K -402 -1%
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