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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 %
LA
2026
Lindenwold Advisors
Pennsylvania
$1.55M +$24.6K +218 +2%
OAM
2027
Occidental Asset Management
California
$1.55M +$104K +927 +7%
CCM
2028
Copeland Capital Management
Pennsylvania
$1.55M -$6.33M -56,182 -80%
BA
2029
Birinyi Associates
Connecticut
$1.54M -$315K -2,800 -17%
BFO
2030
Biltmore Family Office
North Carolina
$1.54M -$8.34K -74 -0.5%
PPP
2031
Private Portfolio Partners
New Jersey
$1.54M +$111K +990 +8%
KA
2032
Klingman & Associates
New York
$1.54M +$29.6K +263 +2%
CHJWM
2033
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.54M +$24K +210 +2%
CWP
2034
Concord Wealth Partners
Virginia
$1.54M +$154K +1,366 +11%
TLCM
2035
Twin Lakes Capital Management
California
$1.54M -$37K -329 -2%
SWM
2036
Sculati Wealth Management
Michigan
$1.53M +$11.3K +100 +0.7%
CCM
2037
CAAS Capital Management
New York
$1.53M -$1.54M -13,721 -50%
AI
2038
Accredited Investors
Minnesota
$1.52M -$20.6K -183 -1%
CIM
2039
CIM Investment Management
Pennsylvania
$1.52M -$8.11K -72 -0.5%
BEI
2040
Benjamin Edwards Inc
Missouri
$1.52M -$180K -1,600 -11%
HNWAG
2041
High Net Worth Advisory Group
Florida
$1.52M -$380K -3,370 -20%
CWM
2042
Connecticut Wealth Management
Connecticut
$1.52M -$53.7K -477 -3%
AFS
2043
Aft Forsyth & Sober
Florida
$1.52M – – –
TWI
2044
Thomas White International
Illinois
$1.51M – – –
SI
2045
Saxon Interests
Texas
$1.51M +$16.6K +147 +1%
SFG
2046
Steward Financial Group
Texas
$1.51M +$21.4K +190 +1%
EBWM
2047
Eagle Bluffs Wealth Management
Missouri
$1.51M +$266K +2,363 +21%
PCP
2048
Proficio Capital Partners
Massachusetts
$1.51M -$124K -1,097 -8%
TFP
2049
Tilia Fiduciary Partners
North Carolina
$1.51M +$98.2K +869 +7%
GWA
2050
GGM Wealth Advisors
Maryland
$1.5M -$4.74K -42 -0.3%
80 81
82
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