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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 %
ACM
2476
Armbruster Capital Management
New York
$818K -$6.08K -54 -0.7%
GCC
2477
Game Creek Capital
Massachusetts
$816K +$816K +7,250 New
IRC
2478
Investors Research Corp
Georgia
$815K +$32.5K +289 +4%
AWA
2479
Alta Wealth Advisors
Massachusetts
$812K +$1.02K +9 +0.1%
AFG
2480
Allegheny Financial Group
Pennsylvania
$810K +$116K +1,027 +17%
RCG
2481
Rock Creek Group
District of Columbia
$807K -$60.3K -535 -7%
HHGA
2482
Halbert Hargrove Global Advisors
California
$807K -$37.3K -331 -4%
DLHL
2483
Donald L. Hagan LLC
Florida
$806K +$50.8K +451 +7%
OCM
2484
Objective Capital Management
Ohio
$804K +$3.49K +31 +0.4%
NS
2485
Newman & Schimel
Illinois
$804K +$804K +7,143 New
AAMC
2486
Asset Allocation & Management Company
Illinois
$803K – – –
LJHT
2487
Laurie J. Hall Trustee
$801K -$23.1K -205 -3%
PWM
2488
Purus Wealth Management
California
$801K -$19.5K -173 -2%
SCA
2489
Sippican Capital Advisors
Massachusetts
$801K – – –
MFG
2490
Menard Financial Group
Texas
$798K -$84.2K -747 -10%
PIM
2491
Profit Investment Management
Maryland
$796K – – –
LWAM
2492
Legacy Wealth Asset Management
Minnesota
$796K +$17.5K +155 +2%
KFSC
2493
Keystone Financial Services (Colorado)
Colorado
$794K +$55.4K +493 +8%
ACM
2494
Ategra Capital Management
Virginia
$794K -$41.4K -368 -5%
RWA
2495
Rainsberger Wealth Advisors
Colorado
$792K +$36.7K +326 +5%
HFA
2496
Highland Financial Advisors
New Jersey
$792K +$792K +7,032 New
CCIA
2497
Cherry Creek Investment Advisors
Colorado
$791K +$149K +1,321 +23%
MHWM
2498
Montz Harcus Wealth Management
Louisiana
$789K +$81.3K +722 +11%
AAP
2499
Arax Advisory Partners
Colorado
$788K +$75.1K +667 +11%
AF
2500
Affiance Financial
Minnesota
$786K – – –
98 99
100
101 102