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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 %
BC
1951
Bowman & Company
Wisconsin
$1.74M +$176K +1,561 +11%
ADBIC
1952
A.D. Beadell Investment Counsel
Wisconsin
$1.74M -$161K -1,430 -8%
VF
1953
Virtu Financial
New York
$1.74M +$1.74M +15,418 New
MCCP
1954
Mission Creek Capital Partners
California
$1.74M +$21.3K +189 +1%
WA
1955
WBH Advisory
Maryland
$1.73M +$1.02K +9 +0.1%
MTIC
1956
Missouri Trust & Investment Company
Missouri
$1.73M +$116K +1,034 +7%
PCMN
1957
Paradigm Capital Management (Nevada)
Nevada
$1.73M -$35.2K -313 -2%
SWA
1958
SFMG Wealth Advisors
Texas
$1.73M +$141K +1,252 +9%
GG
1959
Gleason Group
Kentucky
$1.72M +$14.2K +126 +0.8%
PH
1960
Pinnacle Holdings
Oklahoma
$1.72M +$85.1K +756 +5%
SWMG
1961
Signature Wealth Management Group
Georgia
$1.72M +$1.72M +15,274 New
CA
1962
Cornerstone Advisory
Maryland
$1.72M -$1.08M -9,569 -39%
LC
1963
LCNB Corp
Ohio
$1.72M +$35.5K +315 +2%
MPPLM
1964
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.72M +$68.7K +610 +4%
MAWCM
1965
Mine & Arao Wealth Creation & Management
California
$1.71M +$331K +2,943 +24%
LCAM
1966
London & Capital Asset Management
United Kingdom
$1.71M +$24.1K +214 +1%
CA
1967
Continental Advisors
Utah
$1.7M – – –
QT
1968
Quantamental Technologies
New York
$1.7M +$1.7M +15,088 New
HCCM
1969
Hudson Canyon Capital Management
New York
$1.7M +$73.2K +650 +5%
DAM
1970
Delta Asset Management
Tennessee
$1.7M -$136K -1,206 -7%
BCM
1971
Birmingham Capital Management
Alabama
$1.7M +$9.01K +80 +0.5%
MCM
1972
Manchester Capital Management
Vermont
$1.69M -$73.9K -656 -4%
PHS
1973
Pekin Hardy Strauss
Illinois
$1.69M -$1.07M -9,457 -39%
BFA
1974
Brendel Financial Advisors
New Hampshire
$1.69M +$1.01K +9 +0.1%
GCM
1975
Granby Capital Management
Florida
$1.69M +$338K +3,000 +25%
77 78
79
80 81