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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 %
CF
2676
Copperwynd Financial
Arizona
$604K +$5.3K +47 +0.9%
HIG
2677
Heritage Investment Group
Florida
$602K -$17.2K -153 -3%
IIA
2678
Integral Investment Advisors
California
$599K -$54.7K -486 -8%
AWAP
2679
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$598K +$277K +2,459 +86%
EIA
2680
Edgemoor Investment Advisors
Maryland
$597K -$6.31K -56 -1%
FL
2681
Fourthstone LLC
Missouri
$597K +$597K +5,300 New
LA
2682
Lifeworks Advisors
Michigan
$596K +$91.6K +813 +18%
TWM
2683
Thrive Wealth Management
Pennsylvania
$596K +$97.2K +863 +19%
CFA
2684
Cahill Financial Advisors
Minnesota
$595K +$127K +1,127 +27%
DAM
2685
Derbend Asset Management
Georgia
$594K -$381K -3,377 -39%
FW
2686
FirstPurpose Wealth
Utah
$594K +$33.3K +296 +6%
SAM
2687
Summit Asset Management
Tennessee
$590K +$11.3K +100 +2%
OCG
2688
Opus Capital Group
Ohio
$589K -$361K -3,206 -38%
SAA
2689
Southeast Asset Advisors
Georgia
$589K +$20.3K +180 +4%
OFA
2690
Oak Family Advisors
Illinois
$588K +$225 +2 +0%
MWM
2691
Maltin Wealth Management
New Jersey
$587K +$10.6K +94 +2%
IWN
2692
Independent Wealth Network
Iowa
$586K +$5.63K +50 +1%
FPCG
2693
Forum Private Client Group
Indiana
$584K -$28.7K -255 -5%
Harris Associates
2694
Harris Associates
Illinois
$583K -$18.3K -162 -3%
HCM
2695
Hutchinson Capital Management
California
$581K -$18.1K -161 -3%
TFO
2696
Tarbox Family Office
California
$580K +$388K +3,446 +203%
AWM
2697
Avaii Wealth Management
Wisconsin
$579K -$1.92K -17 -0.3%
LAM
2698
L2 Asset Management
Massachusetts
$578K -$267K -2,370 -32%
CAM
2699
Campion Asset Management
Virginia
$578K – – –
STB
2700
S&T Bank
Pennsylvania
$577K -$12.4K -110 -2%
106 107
108
109 110