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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 %
AFO
2651
Allie Family Office
Florida
$624K +$190K +1,691 +44%
TCM
2652
Tributary Capital Management
Nebraska
$623K -$8.44K -75 -1%
KFA
2653
Krane Funds Advisors
New York
$623K +$182K +1,614 +41%
CWM
2654
Centric Wealth Management
Illinois
$622K +$7.54K +67 +1%
5SA
2655
5th Street Advisors
Connecticut
$619K -$2.25K -20 -0.4%
NFG
2656
Nadler Financial Group
Illinois
$619K +$52.9K +470 +9%
RWA
2657
RGT Wealth Advisors
Texas
$618K +$5.18K +46 +0.8%
HWA
2658
HHM Wealth Advisors
Tennessee
$618K +$67.8K +602 +12%
EBA
2659
Eagle Bay Advisors
New York
$617K -$89.1K -791 -13%
FC
2660
Financial Consulate
Maryland
$616K -$13.3K -118 -2%
EW
2661
Element Wealth
Mississippi
$616K +$31.7K +282 +5%
FPWM
2662
FSB Premier Wealth Management
Iowa
$614K -$2.36K -21 -0.4%
FFWM
2663
Future Financial Wealth Management
Ohio
$614K – – –
PAG
2664
Powers Advisory Group
Illinois
$614K +$14.3K +127 +2%
TCOO
2665
Trust Company of Oklahoma
Oklahoma
$612K -$3.94K -35 -0.6%
D
2666
Diversified
Delaware
$612K -$21.2K -188 -3%
MAG
2667
MRA Advisory Group
New Jersey
$612K +$355K +3,155 +138%
BAM
2668
Bosun Asset Management
Illinois
$608K -$2.37M -21,032 -80%
ER
2669
Enlightenment Research
Florida
$608K -$294K -2,607 -33%
BWA
2670
Burt Wealth Advisors
Maryland
$608K – – –
WDA
2671
Wendell David Associates
New Hampshire
$607K -$2.7K -24 -0.4%
FP
2672
Financial Perspectives
Minnesota
$607K – – –
GWSG
2673
GPS Wealth Strategies Group
Colorado
$606K +$60.4K +537 +11%
LWP
2674
Legacy Wealth Planning
Nevada
$605K -$2.53K -22 -0.4%
KWM
2675
Kaydan Wealth Management
Michigan
$605K +$1.13K +10 +0.2%
105 106
107
108 109