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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
2601
Legacy Advisors
Pennsylvania
$675K +$124K +1,104 +23%
WH
2602
Whitcomb & Hess
Ohio
$671K -$26.3K -234 -4%
WIC
2603
Wilkins Investment Counsel
Massachusetts
$670K -$22.5K -200 -3%
DIA
2604
Dean Investment Associates
Ohio
$665K -$15.9K -141 -2%
MHR
2605
Matthew Hamilton Rosenberg
$664K -$17.3K -152 -3%
MWP
2606
Moller Wealth Partners
$663K – – –
RPWA
2607
Regent Peak Wealth Advisors
Georgia
$663K +$16.2K +144 +3%
SCM
2608
SKBA Capital Management
California
$662K -$11.3K -100 -2%
CSI
2609
Cross Staff Investments
New York
$662K – – –
PCG
2610
Private Capital Group
Connecticut
$660K -$498K -4,422 -43%
SFP
2611
Sandbox Financial Partners
Maryland
$660K +$4.62K +41 +0.7%
CFD
2612
Creative Financial Designs
Indiana
$660K +$55.5K +493 +9%
GPWA
2613
Great Point Wealth Advisors
Massachusetts
$659K +$80K +710 +14%
WC
2614
Westhampton Capital
North Carolina
$658K +$144K +1,275 +28%
EFM
2615
E Fund Management
China
$657K +$7.55K +67 +1%
GWM
2616
Gray Wealth Management
Maine
$656K +$12.3K +109 +2%
BFA
2617
Buttonwood Financial Advisors
Maryland
$655K +$268K +2,381 +69%
SEIA
2618
Signature Estate & Investment Advisors
California
$653K -$192K -1,703 -23%
DTL
2619
Dynamic Technology Lab
Singapore
$653K +$653K +5,798 New
BSAM
2620
Blue Square Asset Management
New York
$651K -$354K -3,143 -35%
FMI
2621
F/M Investments
District of Columbia
$651K -$62.2K -400 -9%
NFP
2622
Narus Financial Partners
Utah
$650K +$120K +1,070 +23%
GIP
2623
Greatmark Investment Partners
Georgia
$649K +$28.4K +252 +5%
RA
2624
Rational Advisors
New York
$649K +$62.2K +552 +11%
VC
2625
Vicus Capital
Pennsylvania
$648K -$11.5K -102 -2%
103 104
105
106 107