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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 %
MWM
2726
McNaughton Wealth Management
California
$550K +$195K +1,733 +55%
SCM
2727
Shapiro Capital Management
Georgia
$550K +$225K +2,000 +69%
AWM
2728
Avondale Wealth Management
Texas
$549K +$127K +1,125 +30%
RHBC
2729
R.H. Bluestein & Co
Michigan
$548K -$563 -5 -0.1%
SVCP
2730
Silicon Valley Capital Partners
California
$547K -$121K -1,073 -18%
WCM
2731
Wedge Capital Management
North Carolina
$546K +$10.8K +96 +2%
DEM
2732
Disciplined Equity Management
Florida
$544K +$41.7K +370 +8%
SEP
2733
Southland Equity Partners
Missouri
$541K -$49K -435 -8%
BRG
2734
Bay Rivers Group
Virginia
$541K -$2.59K -23 -0.5%
TWM
2735
TriaGen Wealth Management
California
$541K – – –
HWA
2736
Heartwood Wealth Advisors
Virginia
$540K +$24.4K +217 +5%
ZF
2737
Zhang Financial
Michigan
$539K +$46.3K +411 +9%
CWA
2738
CJM Wealth Advisers
Virginia
$537K +$101K +898 +23%
GG
2739
GenWealth Group
New Jersey
$533K – – –
PAM
2740
Premier Asset Management
Illinois
$526K -$503K -4,357 -49%
LI
2741
LVZ Inc
Michigan
$526K +$14.5K +129 +3%
EWA
2742
ERTS Wealth Advisors
Michigan
$526K +$316K +2,808 +151%
BWM
2743
Birchcreek Wealth Management
Ohio
$525K -$39.4K -350 -7%
DAM
2744
Diamant Asset Management
Connecticut
$525K – – –
IFA
2745
Index Fund Advisors
California
$525K +$22.7K +201 +5%
DE
2746
Day & Ennis
Georgia
$519K +$16.2K +144 +3%
ARMC
2747
American Research & Management Company
Massachusetts
$518K -$40.4K -359 -7%
AP
2748
Arlington Partners
Alabama
$518K +$32.2K +286 +7%
SAS
2749
Stelac Advisory Services
New York
$518K +$334K +2,963 +181%
S
2750
Schroders
United Kingdom
$517K -$296K -2,627 -36%
108 109
110
111 112