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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 %
GWS
2626
Glassman Wealth Services
Virginia
$648K +$47.5K +422 +8%
EBSAM
2627
Eubel Brady & Suttman Asset Management
Ohio
$647K +$3.04K +27 +0.5%
BPFA
2628
Barnes Pettey Financial Advisors
Mississippi
$646K -$1.35K -12 -0.2%
GDP
2629
Great Diamond Partners
Maine
$645K -$1.58M -14,034 -71%
WA
2630
WealthTrust Axiom
Pennsylvania
$644K +$225 +2 +0%
WW
2631
Waterfront Wealth
Kansas
$644K +$214K +1,903 +50%
FCIM
2632
Fairview Capital Investment Management
California
$642K -$900 -8 -0.1%
LC
2633
Landaas & Company
Wisconsin
$641K -$67.5K -596 -10%
CA
2634
Crewe Advisors
Utah
$641K +$70.8K +629 +12%
BAM
2635
Bellevue Asset Management
Washington
$639K -$8.23K -73 -1%
FOA
2636
Five Oceans Advisors
California
$639K +$161K +1,426 +34%
CFG
2637
Cooper Financial Group
California
$637K -$84K -746 -12%
CCM
2638
Carlson Capital Management
Minnesota
$633K -$27.6K -245 -4%
CSWG
2639
Cardinal Strategic Wealth Guidance
Kentucky
$633K -$8.5K -75 -1%
RW
2640
Rede Wealth
Virginia
$633K +$11K +98 +2%
WAM
2641
Wakefield Asset Management
Colorado
$633K +$633K +5,617 New
FB
2642
First Bancorp
Maine
$632K +$70.4K +625 +13%
WWM
2643
Wagner Wealth Management
South Carolina
$631K +$17.3K +154 +3%
NO
2644
Ninety One
South Africa
$630K – – –
PCM
2645
Perritt Capital Management
Illinois
$630K +$11.3K +100 +2%
LGA
2646
Lebenthal Global Advisors
New York
$629K +$132K +1,171 +26%
AWMG
2647
Alliance Wealth Management Group
New Jersey
$628K -$15.2K -135 -2%
PGA
2648
Portland Global Advisors
Maine
$628K -$13.7K -122 -2%
ME
2649
McIlrath & Eck
Washington
$627K +$5.63K +50 +0.9%
KC
2650
Kenfarb & Co
Kentucky
$626K – – –
104 105
106
107 108