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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 %
BC
2826
Bridgefront Capital
Texas
$460K +$131K +1,164 +40%
LFA
2827
Laraway Financial Advisors
Minnesota
$459K -$22.6K -200 -5%
FA
2828
Financial Advisors
Massachusetts
$459K -$22.5K -200 -5%
AC
2829
Annandale Capital
Texas
$459K – – –
SFG
2830
Sunburst Financial Group
Alabama
$459K +$2.59K +23 +0.6%
SFG
2831
Sovereign Financial Group
Connecticut
$459K +$19.1K +170 +4%
EAM
2832
Eukles Asset Management
Ohio
$459K +$33.7K +299 +8%
FRA
2833
Frank Rimerman Advisors
California
$459K -$115K -1,019 -20%
JF
2834
Joule Financial
Kentucky
$457K +$457K +4,061 New
AWM
2835
Aprio Wealth Management
Georgia
$456K +$30.5K +271 +7%
PWS
2836
Private Wealth Strategies
Ohio
$455K -$225 -2 -0%
SPI
2837
Santori & Peters Inc
Pennsylvania
$454K -$87.8K -781 -16%
NG
2838
Northstar Group
New York
$454K – – –
PCMC
2839
Private Capital Management (Colorado)
Colorado
$454K – – –
MC
2840
Machina Capital
France
$454K +$454K +4,035 New
SLG
2841
Stanley-Laman Group
Pennsylvania
$453K -$206K -1,827 -31%
DW
2842
Domani Wealth
Pennsylvania
$452K -$22.5K -200 -5%
MCM
2843
Marathon Capital Management
Maryland
$451K +$451K +4,006 New
SFG
2844
SNS Financial Group
Minnesota
$450K -$3.38K -30 -0.7%
WF
2845
Wayfinding Financial
Washington
$450K +$16.3K +145 +4%
SAM
2846
S.A. Mason
Michigan
$449K – – –
LWP
2847
Lumature Wealth Partners
Georgia
$446K +$21.5K +191 +5%
LDFR
2848
Lehman & Derafelo Financial Resources
Pennsylvania
$445K -$3.71K -33 -0.8%
HI
2849
Harrington Investments
California
$445K -$2.25K -20 -0.5%
SHFP
2850
Second Half Financial Partners
Florida
$445K – – –
112 113
114
115 116