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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 %
NWA
2851
Navis Wealth Advisors
New York
$444K +$2.14K +19 +0.5%
TSS
2852
Thomas Story & Son
Indiana
$442K – – –
LAI
2853
Legal Advantage Investments
California
$441K – – –
FAG
2854
Financial Advisory Group
Texas
$440K +$23.6K +209 +6%
PCC
2855
Park Circle Company
Maryland
$439K – – –
LWM
2856
Liberty Wealth Management
California
$438K +$10.7K +95 +3%
ES
2857
Eagle Strategies
New York
$436K -$156K -1,385 -26%
FCT
2858
First Community Trust
Iowa
$436K +$22.5K +200 +5%
RGC
2859
Roberts, Glore & Co
Illinois
$436K +$31.9K +283 +8%
CCB
2860
Cutter & Co Brokerage
Missouri
$435K +$435K +3,866 New
KL
2861
KilterHowling LLC
Colorado
$433K +$64.5K +573 +18%
RA
2862
Riversedge Advisors
Delaware
$433K -$11.3K -100 -3%
C
2863
Certuity
Florida
$432K -$166K -1,471 -28%
KCM
2864
Kathmere Capital Management
Pennsylvania
$432K +$35.6K +316 +9%
UC
2865
Unio Capital
New Jersey
$431K -$174K -1,544 -29%
LCM
2866
LCM Capital Management
Illinois
$431K – – –
MF
2867
Meridian Financial
Massachusetts
$430K +$676 +6 +0.2%
WW
2868
Westshore Wealth
California
$429K +$14.6K +130 +4%
QPW
2869
Quantum Private Wealth
Florida
$428K -$70.4K -626 -14%
RBCM
2870
Raub Brock Capital Management
California
$426K -$225K -2,000 -35%
LB
2871
Leo Brokerage
Texas
$424K -$238K -2,116 -36%
MCA
2872
Morris Capital Advisors
Pennsylvania
$422K -$20.6K -183 -5%
NED
2873
Nancy E. Dempze
$420K -$10.4K -92 -2%
SWK
2874
Stephen W. Kidder
$420K – – –
SAS
2875
Sanford Advisory Services
Michigan
$420K +$54.1K +480 +15%
113 114
115
116 117