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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 %
MCM
1376
Monarch Capital Management
Indiana
$3.75M -$113 -1 -0%
PB
1377
Pinnacle Bancorp
Nebraska
$3.75M +$10.5K +93 +0.3%
MM
1378
Meridian Management
Arkansas
$3.75M +$30.9K +274 +0.8%
LC
1379
Lincoln Capital
Nebraska
$3.74M +$195K +1,736 +6%
TI
1380
Tidal Investments
Wisconsin
$3.74M -$669K -5,944 -15%
SCM
1381
SOL Capital Management
Maryland
$3.74M +$352K +3,130 +10%
SWM
1382
SeaCrest Wealth Management
New York
$3.73M +$13K +115 +0.3%
PG
1383
Patten Group
Tennessee
$3.72M +$9.75K +85 +0.3%
LI
1384
Lafayette Investments
Maryland
$3.71M +$278K +2,470 +8%
LWM
1385
Laidlaw Wealth Management
New York
$3.71M +$242K +2,148 +7%
BBWA
1386
Bell & Brown Wealth Advisors
California
$3.71M -$4.62K -41 -0.1%
ZIG
1387
Zuckerman Investment Group
Illinois
$3.7M +$280K +2,484 +8%
TAM
1388
Townsend Asset Management
North Carolina
$3.7M -$93.9K -834 -2%
PFO
1389
Pathstone Family Office
New Jersey
$3.69M +$1.15M +10,223 +45%
SEC
1390
Seven Eight Capital
New York
$3.68M -$76.5K -679 -2%
WCA
1391
Westover Capital Advisors
Delaware
$3.67M +$121K +1,076 +3%
JIP
1392
Jaffetilchin Investment Partners
Florida
$3.67M +$551K +4,892 +18%
MMPW
1393
Mitchell McLeod Pugh & Williams
Alabama
$3.67M -$69.6K -618 -2%
ST
1394
Smithfield Trust
Pennsylvania
$3.67M +$182K +1,614 +5%
AIM
1395
AHL Investment Management
Florida
$3.67M +$1.58K +14 +0%
CIP
1396
Capital Insight Partners
Arizona
$3.66M +$132K +1,175 +4%
MIM
1397
MTM Investment Management
South Carolina
$3.65M +$13.2K +116 +0.4%
WLPWM
1398
Walled Lake Planning & Wealth Management
Illinois
$3.65M +$173K +1,534 +5%
IC
1399
Intersect Capital
California
$3.64M -$838K -7,445 -19%
TPA
1400
Trivium Point Advisory
Connecticut
$3.64M +$9.18K +80 +0.3%
54 55
56
57 58