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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 %
BFA
1401
Bill Few Associates
Pennsylvania
$3.63M +$78K +693 +2%
FAP
1402
Financial Advisory Partners
Florida
$3.63M +$694K +6,162 +24%
FC
1403
Forte Capital
New York
$3.63M -$221K -1,963 -6%
AG
1404
Ascent Group
Virginia
$3.63M +$231K +2,002 +7%
WE
1405
Wealth Effects
Massachusetts
$3.62M +$44.6K +396 +1%
FLI
1406
Family Legacy Inc
South Carolina
$3.62M +$22.6K +200 +0.6%
BFC
1407
Bedel Financial Consulting
Indiana
$3.62M +$25.9K +230 +0.7%
KJHP
1408
K.J. Harrison & Partners
Ontario, Canada
$3.61M -$78.9K -700 -2%
PP
1409
PDS Planning
Ohio
$3.6M +$411K +3,651 +13%
VNIM
1410
Vaughan Nelson Investment Management
Texas
$3.59M – – –
SWM
1411
Scissortail Wealth Management
Oklahoma
$3.59M -$337K -2,126 -9%
LDB
1412
Lee, Danner & Bass
Tennessee
$3.59M +$299K +2,653 +9%
SNB
1413
Security National Bank
Nebraska
$3.58M +$514K +4,568 +17%
ACM
1414
Altrius Capital Management
North Carolina
$3.58M +$3.58M +31,767 New
SCM
1415
Silvant Capital Management
Georgia
$3.57M -$45.4K -403 -1%
BO
1416
Bank OZK
Arkansas
$3.57M -$22K -195 -0.6%
DPIM
1417
Duff & Phelps Investment Management
Illinois
$3.57M +$19.1K +170 +0.5%
CG
1418
Caprock Group
Idaho
$3.56M +$189K +1,678 +6%
SM
1419
Sciencast Management
New Jersey
$3.56M +$3.56M +31,002 New
PPW
1420
Parcion Private Wealth
Washington
$3.56M -$231K -2,015 -6%
SIA
1421
Soltis Investment Advisors
Utah
$3.56M +$700K +6,215 +25%
SP
1422
Symmetry Partners
Connecticut
$3.55M -$129K -1,149 -4%
MW
1423
Marcum Wealth
Ohio
$3.55M +$205K +1,822 +6%
CSPAM
1424
Cary Street Partners Asset Management
Virginia
$3.55M +$887K +7,874 +33%
CPC
1425
Consolidated Planning Corp
Georgia
$3.54M +$3.07M +27,287 +652%
55 56
57
58 59