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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 %
PCI
2776
Planning Center Inc
Illinois
$498K +$3.81K +34 +0.8%
PCMC
2777
Paragon Capital Management (Colorado)
Colorado
$498K +$17.8K +158 +4%
SPI
2778
Sutton Place Investors
New York
$497K +$26.1K +232 +6%
SIM
2779
Sadoff Investment Management
Wisconsin
$496K -$35.4K -314 -7%
OLVIG
2780
Oliver Lagore Vanvalin Investment Group
Michigan
$496K +$2.48K +22 +0.5%
LSWM
2781
Lorne Steinberg Wealth Management
Canada
$494K -$67.5K -600 -12%
BMCM
2782
Bryn Mawr Capital Management
Pennsylvania
$494K +$19.1K +170 +4%
CC
2783
Callan Capital
California
$491K -$20.6K -183 -4%
FFA
2784
Fi3 Financial Advisors
Indiana
$491K +$22.3K +199 +5%
ACA
2785
Affinity Capital Advisors
California
$488K -$10K -89 -2%
ABLA
2786
Alan B. Lancz & Associates
Ohio
$488K -$9.68K -84 -2%
CCA
2787
Cottonwood Capital Advisors
Utah
$488K -$3.49K -31 -0.7%
HWA
2788
Hillcrest Wealth Advisors
New Jersey
$488K – – –
MPW
2789
Monterey Private Wealth
California
$487K -$15.2K -135 -3%
WA1
2790
Wimmer Associates 1
California
$486K -$21.4K -190 -4%
TIM
2791
Tortoise Investment Management
New York
$486K +$112K +998 +30%
SFM
2792
Spartan Fund Management
Canada
$486K +$486K +4,312 New
FBT
2793
First Bank & Trust
South Dakota
$485K -$122K -1,085 -20%
HAM
2794
Hedges Asset Management
Nevada
$485K – – –
RPCONE
2795
Retirement Planning Company of New England
Rhode Island
$485K +$31.2K +277 +7%
WAM
2796
Weinberger Asset Management
California
$484K +$484K +4,302 New
SDAM
2797
Shulman DeMeo Asset Management
New York
$484K +$11.9K +106 +3%
KWS
2798
Keystone Wealth Services
California
$483K +$8.33K +74 +2%
LF
2799
Lee Financial
Texas
$482K -$6.87K -61 -1%
BSSFA
2800
Baron Silver Stevens Financial Advisors
Florida
$480K +$218K +1,935 +83%
110 111
112
113 114