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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 %
HCM
1676
Hudson Capital Management
New Jersey
$2.54M +$193K +1,710 +8%
SIG
1677
Sargent Investment Group
Maryland
$2.53M +$20.3K +180 +0.8%
CCI
1678
Credit Capital Investments
New Jersey
$2.53M +$169K +1,500 +7%
LSA
1679
L & S Advisors
California
$2.53M +$1.73M +15,337 +214%
PBC
1680
Pavion Blue Capital
California
$2.53M +$35.6K +316 +1%
BMC
1681
Beaton Management Company
Massachusetts
$2.53M – – –
LRWA
1682
Long Run Wealth Advisors
New York
$2.53M +$124K +1,102 +5%
SCA
1683
Strategic Capital Advisers
Colorado
$2.52M +$496K +4,403 +24%
EWM
1684
EPG Wealth Management
Georgia
$2.52M +$10.5K +93 +0.4%
QPWM
1685
Quadrant Private Wealth Management
Pennsylvania
$2.51M +$376K +3,341 +18%
RGI
1686
River Global Investors
United Kingdom
$2.51M -$2.41M -21,363 -49%
NL
1687
NVWM LLC
Pennsylvania
$2.51M +$321K +2,854 +15%
PP
1688
Pacifica Partners
Canada
$2.51M +$79.6K +676 +3%
AWE
1689
Avidian Wealth Enterprises
Texas
$2.5M -$321K -2,848 -11%
RIG
1690
Roosevelt Investment Group
New York
$2.5M -$22.7M -201,667 -90%
WCM
1691
Wunderlich Capital Managemnt
Tennessee
$2.5M +$31K +275 +1%
LCM
1692
Leisure Capital Management
California
$2.49M -$10.2K -91 -0.4%
SAM
1693
Sawgrass Asset Management
Florida
$2.49M -$26.5K -235 -1%
NWM
1694
Northcape Wealth Management
New York
$2.49M -$81.8K -726 -3%
MFA
1695
Mayflower Financial Advisors
Massachusetts
$2.49M -$47.3K -420 -2%
PWA
1696
Phoenix Wealth Advisors
North Carolina
$2.49M +$56.2K +499 +2%
ATC
1697
Adirondack Trust Company
New York
$2.49M +$23.5K +209 +1%
IFPG
1698
Intrepid Financial Planning Group
Indiana
$2.48M +$2.48M +22,062 New
WWA
1699
WC Walker & Associates
California
$2.48M +$5.99K +53 +0.2%
CWP
1700
CFM Wealth Partners
Texas
$2.48M -$100K -892 -4%
66 67
68
69 70