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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 %
RP
2576
Riverbridge Partners
Minnesota
$699K – – –
FVWA
2577
Foster Victor Wealth Advisors
South Carolina
$699K +$89.5K +800 +15%
PRC
2578
Pearl River Capital
Michigan
$699K +$699K +6,211 New
KIC
2579
Keating Investment Counselors
Florida
$698K – – –
P
2580
&Partners
Tennessee
$698K +$34.5K +306 +5%
JSW
2581
Journey Strategic Wealth
New Jersey
$697K -$35.3K -313 -5%
BFA
2582
BMS Financial Advisors
South Dakota
$697K +$36.7K +326 +6%
HA
2583
HYA Advisors
Missouri
$695K -$94.5K -839 -12%
CPM
2584
Connective Portfolio Management
New York
$694K +$694K +6,160 New
BWA
2585
Bordeaux Wealth Advisors
California
$693K -$31.1K -276 -4%
BFG
2586
Berger Financial Group
Minnesota
$692K -$35.7K -317 -5%
PWM
2587
PBMares Wealth Management
Virginia
$691K +$45K +400 +7%
G
2588
GenTrust
Florida
$689K +$113 +1 +0%
WB
2589
West Bancorporation
Iowa
$688K -$100K -891 -13%
CCM
2590
Crew Capital Management
Ohio
$687K -$22.5K -200 -3%
HWMG
2591
Hurlow Wealth Management Group
Indiana
$687K – – –
SPP
2592
Single Point Partners
Massachusetts
$685K -$15.3K -136 -2%
RCA
2593
Roberts Capital Advisors
Colorado
$685K – – –
CG
2594
CFO4Life Group
Texas
$685K +$3.35K +30 +0.5%
APW
2595
Aurora Private Wealth
New Jersey
$685K +$19K +169 +3%
SFM
2596
Systematic Financial Management
New Jersey
$684K – – –
GCS
2597
Gordian Capital (Singapore)
Singapore
$681K +$351K +3,102 +106%
BDF
2598
Black Diamond Financial
Maryland
$680K -$93.4K -829 -12%
SF
2599
SBK Financial
Virginia
$678K +$11.4K +101 +2%
BAM
2600
Beaumont Asset Management
Texas
$677K +$191K +1,702 +39%
102 103
104
105 106