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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 %
NVIM
2801
New Vernon Investment Management
Illinois
$479K – – –
RIS
2802
Retirement Income Solutions
Michigan
$479K +$11.7K +104 +3%
VPW
2803
Vericrest Private Wealth
Pennsylvania
$477K – – –
EIA
2804
Eldridge Investment Advisors
New Hampshire
$474K -$8.45K -75 -2%
MTC
2805
Matrix Trust Company
Colorado
$474K +$311K +2,760 +190%
SNBOSD
2806
Security National Bank of So Dak
Iowa
$472K – – –
SIS
2807
Sound Income Strategies
Florida
$472K +$88.5K +787 +23%
CGH
2808
CMG Global Holdings
Texas
$472K +$103K +915 +28%
WFG
2809
Wills Financial Group
Virginia
$472K +$205K +1,825 +77%
GAM
2810
Gould Asset Management
California
$471K -$211K -1,876 -31%
DWP
2811
Destiny Wealth Partners
Florida
$470K +$10.9K +97 +2%
HWM
2812
Horizon Wealth Management
Illinois
$469K +$7.55K +67 +2%
CWMGP
2813
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$467K +$16.5K +147 +4%
BRA
2814
Bender Robert & Associates
California
$466K -$24.8K -220 -5%
MJRIC
2815
Mogy Joel R Investment Counsel
California
$466K -$14.1K -125 -3%
SCA
2816
Sandy Cove Advisors
Massachusetts
$466K +$338 +3 +0.1%
AA
2817
Advisory Alpha
Michigan
$465K -$32K -284 -6%
ISWM
2818
Independent Solutions Wealth Management
New York
$465K -$34.7K -308 -7%
PCFFS
2819
Pacific Center for Financial Services
California
$464K +$1.46K +13 +0.3%
SWM
2820
Silverlake Wealth Management
Vermont
$464K +$8.22K +73 +2%
WAM
2821
WNY Asset Management
New York
$463K +$4.64K +41 +1%
HFW
2822
Horizon Family Wealth
Illinois
$461K -$12.9K -115 -3%
YWS
2823
Yarger Wealth Strategies
Ohio
$460K +$3.2K +28 +0.7%
OAM
2824
Oberweis Asset Management
Illinois
$460K +$3.72K +33 +0.8%
UWPG
2825
Ullmann Wealth Partners Group
Florida
$460K +$4.17K +37 +0.9%
111 112
113
114 115