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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 %
KFP
2876
Keystone Financial Planning
Ohio
$420K +$420K +3,726 New
AFT
2877
Alpha Family Trust
California
$420K +$420K +3,730 New
SOS
2878
Silver Oak Securities
Tennessee
$419K -$23.2K -202 -5%
FNC
2879
First National Corp
Massachusetts
$418K +$1.91K +17 +0.5%
SWM
2880
Shelton Wealth Management
Texas
$418K +$23.3K +207 +6%
DI
2881
Diligent Investors
California
$418K +$50.2K +446 +14%
HC
2882
Hourglass Capital
Texas
$418K +$66.3K +589 +19%
CI
2883
Cavalier Investments
Georgia
$417K +$2.7K +24 +0.7%
GC
2884
Garde Capital
Washington
$415K -$127K -1,130 -23%
HG
2885
Harbor Group
New Hampshire
$414K -$6.19K -55 -1%
DWA
2886
Dougherty Wealth Advisers
Minnesota
$414K – – –
EA
2887
Emerald Advisors
Washington
$412K -$47.3K -420 -10%
MWM
2888
Merriman Wealth Management
Washington
$412K -$42.7K -379 -9%
HAS
2889
Holland Advisory Services
Florida
$412K +$789 +7 +0.2%
IWA
2890
IVC Wealth Advisors
Pennsylvania
$411K +$21.7K +193 +6%
NA
2891
Nottingham Advisors
New York
$409K – – –
NIC
2892
Northwest Investment Counselors
Oregon
$408K +$225 +2 +0.1%
OFS
2893
Oldfather Financial Services
Nebraska
$407K +$692 +6 +0.2%
CWM
2894
Cahaba Wealth Management
Georgia
$407K +$29.2K +260 +8%
TIM
2895
Total Investment Management
Arizona
$406K -$9.91K -88 -2%
PCMF
2896
Private Capital Management (Florida)
Florida
$405K +$405K +3,593 New
MSU
2897
Mizuho Securities USA
New York
$404K – – –
MF
2898
Montis Financial
Massachusetts
$401K -$14.3K -127 -3%
FCM
2899
Firestone Capital Management
Florida
$401K +$5.29K +47 +1%
LRIA
2900
Leonard Rickey Investment Advisors
Washington
$401K +$6.08K +54 +2%
114 115
116
117 118