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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
2551
LexAurum Advisors
Kansas
$730K -$47.7K -424 -6%
MAM
2552
McLean Asset Management
Virginia
$730K -$31.3K -280 -4%
NJBEST
2553
New Jersey Better Educational Savings Trust
New Jersey
$728K – – –
CCM
2554
Chiron Capital Management
Florida
$726K +$726K +6,450 New
SCM
2555
Sterneck Capital Management
Missouri
$723K +$40.6K +361 +6%
APA
2556
Astoria Portfolio Advisors
New York
$722K +$299K +2,654 +71%
SFS
2557
Security Financial Services
Indiana
$717K +$14.1K +125 +2%
SFS
2558
Summit Financial Strategies
Ohio
$715K – – –
WDG
2559
Wealth Dimensions Group
Ohio
$715K +$6.64K +59 +0.9%
FG
2560
Foster Group
Iowa
$715K +$367K +3,265 +106%
AWA
2561
Amplius Wealth Advisors
Pennsylvania
$713K +$12.8K +114 +2%
CA
2562
Crumly & Associates
Illinois
$711K -$92.7K -823 -12%
VCM
2563
Vision Capital Management
Oregon
$710K -$3.27K -29 -0.5%
QC
2564
Quent Capital
New York
$708K -$250K -2,222 -26%
QWM
2565
QP Wealth Management
New Jersey
$708K -$166K -1,470 -19%
PFA
2566
Pathway Financial Advisors
Vermont
$708K +$26.8K +238 +4%
OLA
2567
Oliver Luxxe Assets
New Jersey
$707K -$3.67M -32,584 -84%
CAC
2568
Cowen and Company
New York
$707K +$707K +6,275 New
RWI
2569
Red Wave Investments
Pennsylvania
$706K -$21.2K -188 -3%
WMC
2570
Westwood Management Corporation
Illinois
$705K – – –
SC
2571
Stephens Consulting
Michigan
$704K -$4.39K -39 -0.6%
BCM
2572
Brown Capital Management
Maryland
$702K – – –
TWM
2573
Titus Wealth Management
California
$702K +$98.2K +872 +16%
SC
2574
Solstein Capital
California
$701K – – –
LA
2575
Latitude Advisors
Florida
$699K -$993K -8,821 -59%
101 102
103
104 105