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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 %
MAG
2926
Mayfair Advisory Group
Alabama
$379K +$10K +87 +3%
PPW
2927
Pasadena Private Wealth
California
$378K -$9.46K -84 -2%
PIA
2928
Powell Investment Advisors
Florida
$378K – – –
FA
2929
Forefront Analytics
Pennsylvania
$375K +$3.15K +28 +0.8%
CP
2930
Capital Planning
Washington
$374K +$4.73K +42 +1%
WCG
2931
Weaver Consulting Group
California
$374K +$11.4K +101 +3%
TF
2932
Trek Financial
Arizona
$373K +$22.6K +201 +6%
EWP
2933
Engrave Wealth Partners
Texas
$371K – – –
CL
2934
COWA LLC
Oklahoma
$369K -$11.3K -100 -3%
UL
2935
Unionview LLC
Washington
$368K -$6.08K -54 -2%
ASC
2936
Atalanta Sosnoff Capital
New York
$364K -$107K -946 -23%
SFS
2937
Solitude Financial Services
Virginia
$364K -$21.6K -192 -6%
WFM
2938
Wolff Financial Management
Michigan
$364K – – –
PTC
2939
Provident Trust Company
Wisconsin
$364K – – –
PI
2940
Parkside Investments
Illinois
$364K +$1.35K +12 +0.4%
PHIC
2941
Pine Haven Investment Counsel
Massachusetts
$362K -$11.3K -100 -3%
MFGM
2942
Marshall Financial Group (Maryland)
Maryland
$362K -$2.71K -24 -0.7%
ETIA
2943
Epic Trust Investment Advisors
Washington
$362K +$109K +972 +43%
RF
2944
Resolute Financial
Massachusetts
$361K +$31.1K +276 +9%
HA
2945
HC Advisors
Georgia
$360K -$849K -7,545 -70%
C
2946
CEDRUS
Colorado
$359K +$37.7K +335 +12%
IAP
2947
Indie Asset Partners
Indiana
$359K +$25.9K +230 +8%
CAWM
2948
Capital Advisors Wealth Management
Washington
$357K -$13.6K -121 -4%
CL
2949
CIM LLC
New York
$356K – – –
TFA
2950
Teamwork Financial Advisors
Texas
$354K -$291K -2,585 -45%
116 117
118
119 120