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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 %
LNWTC
2251
Laird Norton Wetherby Trust Company
Washington
$1.13M -$473K -4,198 -30%
IIA
2252
IPG Investment Advisors
California
$1.12M -$899K -7,983 -44%
MFC
2253
Morris Financial Concepts
South Carolina
$1.12M – – –
WWM
2254
Windsor Wealth Management
Indiana
$1.12M -$482K -4,309 -30%
GQG Partners
2255
GQG Partners
Florida
$1.12M +$1.12M +9,913 New
MCM
2256
Morton Capital Management
California
$1.11M +$41.2K +366 +4%
OR
2257
Olympiad Research
Connecticut
$1.11M +$109K +967 +11%
SSA
2258
South Street Advisors
New York
$1.11M +$58.5K +520 +6%
FWM
2259
Focused Wealth Management
New York
$1.11M +$299K +2,658 +37%
WFI
2260
West Family Investments
California
$1.11M +$831K +7,379 +299%
JGCM
2261
Joseph Group Capital Management
Ohio
$1.11M +$93.9K +834 +9%
TCM
2262
Towercrest Capital Management
Pennsylvania
$1.11M -$36.8K -327 -3%
HWM
2263
Hemington Wealth Management
Virginia
$1.11M +$15K +133 +1%
UAML
2264
US Asset Management LLC
Pennsylvania
$1.11M +$4.96K +44 +0.5%
ACP
2265
Aveo Capital Partners
Colorado
$1.1M +$728K +6,459 +194%
EWM
2266
Executive Wealth Management
Michigan
$1.1M -$84.3K -749 -7%
BAM
2267
Burgundy Asset Management
Ontario, Canada
$1.1M – – –
MTWM
2268
Masso Torrence Wealth Management
New Jersey
$1.1M +$188K +1,672 +21%
CCA
2269
Childress Capital Advisors
Texas
$1.1M +$49.2K +437 +5%
AFG
2270
Alterity Financial Group
Maine
$1.1M +$1.1M +9,750 New
OBWG
2271
Onyx Bridge Wealth Group
New York
$1.1M -$360K -3,138 -25%
CGA
2272
Crescent Grove Advisors
Illinois
$1.1M -$58.6K -520 -5%
PWM
2273
Prentice Wealth Management
New York
$1.1M +$84.2K +748 +8%
W
2274
Wealthquest
Ohio
$1.09M -$118K -969 -10%
CIS
2275
Connors Investor Services
Pennsylvania
$1.09M -$19.5K -173 -2%
89 90
91
92 93