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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 %
IIL
2051
Insight Inv LLC
California
$1.5M +$61.9K +550 +4%
MWM
2052
Marion Wealth Management
Pennsylvania
$1.5M +$447K +3,965 +42%
WAM
2053
Weatherly Asset Management
California
$1.5M -$25.4K -226 -2%
SN
2054
Sittner & Nelson
Oregon
$1.5M +$189K +1,676 +14%
AIP
2055
Ahrens Investment Partners
Louisiana
$1.5M +$24.4K +217 +2%
AG
2056
AIA Group
Hong Kong
$1.5M -$1.48M -13,172 -50%
HCM
2057
Highlander Capital Management
New Jersey
$1.5M – – –
MS
2058
Maven Securities
Jersey
$1.5M +$705K +6,258 +89%
TAM
2059
Todd Asset Management
Kentucky
$1.49M -$28.6M -253,689 -95%
MAM
2060
Mastrapasqua Asset Management
Tennessee
$1.49M +$18.6K +165 +1%
TRIA
2061
Trail Ridge Investment Advisors
Colorado
$1.48M -$3.49K -31 -0.2%
PCM
2062
Pointe Capital Management
Michigan
$1.48M -$1.13K -10 -0.1%
ACMA
2063
Arbor Capital Management (Alaska)
Alaska
$1.48M -$36.5K -324 -2%
SFM
2064
Soros Fund Management
New York
$1.48M -$19.6M -174,400 -93%
JDR
2065
Jay D. Rosenbaum
$1.47M +$114K +1,016 +8%
WEG
2066
World Equity Group
Illinois
$1.47M -$10.7K -95 -0.7%
HCM
2067
Highview Capital Management
Illinois
$1.47M -$16.9K -150 -1%
FCA
2068
FinTrust Capital Advisors
South Carolina
$1.47M -$7.11K -62 -0.5%
WI
2069
WrapManager Inc
California
$1.46M +$49.3K +438 +3%
WPC
2070
Wedmont Private Capital
Pennsylvania
$1.46M +$321K +2,853 +28%
LWMM
2071
Legacy Wealth Management (Mississippi)
Mississippi
$1.45M -$20.8K -185 -1%
OIM
2072
Oder Investment Management
California
$1.45M +$87.9K +781 +6%
Nomura Holdings
2073
Nomura Holdings
Japan
$1.45M -$7.81M -67,767 -84%
RCG
2074
Regatta Capital Group
California
$1.45M +$19.6K +174 +1%
NF
2075
Nvest Financial
New Hampshire
$1.44M -$16.7K -148 -1%
81 82
83
84 85