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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 %
MA
1726
MCF Advisors
Kentucky
$2.4M +$854K +7,587 +55%
ARC
1727
Advisor Resource Council
Texas
$2.4M +$1.05M +9,341 +78%
PCM
1728
Poehling Capital Management
Wisconsin
$2.4M -$27.4K -243 -1%
RP
1729
Rowlandmiller & Partners
Georgia
$2.4M +$17.5K +155 +0.7%
OF
1730
Outfitter Financial
Maine
$2.39M +$33.2K +295 +1%
FUBT
1731
First United Bank & Trust
Maryland
$2.39M -$16.1K -143 -0.7%
TNAM
1732
Terra Nova Asset Management
New York
$2.38M -$45K -400 -2%
CCA
1733
Cobblestone Capital Advisors
New York
$2.38M -$28K -249 -1%
LWM
1734
Ledge Wealth Management
Minnesota
$2.38M +$736K +6,536 +45%
APWM
1735
Atlas Private Wealth Management
New York
$2.37M -$194K -1,719 -8%
XF
1736
XML Financial
Maryland
$2.36M -$3.4M -30,158 -59%
CWM
1737
C2C Wealth Management
Arizona
$2.36M -$126K -1,100 -5%
ECM
1738
Elgethun Capital Management
South Dakota
$2.36M +$24.3K +217 +1%
AWM
1739
Affinity Wealth Management
Delaware
$2.36M +$50.6K +448 +2%
AMG
1740
Advisors Management Group
Wisconsin
$2.35M +$19.9K +177 +0.9%
NAMP
1741
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.35M -$10.1K -90 -0.4%
OWA
1742
Octavia Wealth Advisors
Ohio
$2.34M +$124K +1,097 +6%
EFSCE
1743
Enterprise Financial Services Corp (EFSC)
Missouri
$2.34M -$24.7K -219 -1%
MMC
1744
Mizuho Markets Cayman
Cayman Islands
$2.34M +$791K +7,020 +51%
CMTU
1745
Capital Markets Trading (UK)
United Kingdom
$2.33M +$2.33M +20,670 New
FPB
1746
First PREMIER Bank
South Dakota
$2.33M +$13.6K +121 +0.6%
SIM
1747
Studio Investment Management
Illinois
$2.32M +$36.4K +323 +2%
TC
1748
Titleist Capital
Texas
$2.32M +$164K +1,460 +8%
PIP
1749
Peachtree Investment Partners
Florida
$2.32M -$207K -1,841 -8%
CIA
1750
Cohen Investment Advisors
New Hampshire
$2.32M +$49.5K +439 +2%
68 69
70
71 72