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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 %
WIA
2951
World Investment Advisors
California
$354K -$5.92K -52 -2%
OKSA
2952
O'Keefe Stevens Advisory
New York
$354K +$16.3K +145 +5%
BWM
2953
BCS Wealth Management
Tennessee
$353K +$353K +3,137 New
PP
2954
Patron Partners
Texas
$352K -$63K -559 -15%
GAMC
2955
Garner Asset Management Corp
Texas
$352K +$91.1K +810 +35%
IIM
2956
InTrack Investment Management
Vermont
$350K -$385K -3,418 -52%
SCM
2957
Stonehearth Capital Management
Massachusetts
$350K -$74.9K -655 -18%
WCM
2958
Washburn Capital Management
Florida
$350K -$5.63K -50 -2%
ACM
2959
Alethea Capital Management
Washington
$349K -$523K -4,649 -60%
Financial Engines Advisors
2960
Financial Engines Advisors
California
$348K +$24K +213 +7%
RP
2961
Riverwater Partners
Wisconsin
$348K +$348K +3,094 New
VCP
2962
Vista Capital Partners
Oregon
$347K -$84.6K -751 -20%
JLBC
2963
J.L. Bainbridge & Co
Florida
$347K +$5.63K +50 +2%
HA
2964
Hofer & Associates
California
$347K +$30K +266 +9%
WBCM
2965
Wilson & Boucher Capital Management
California
$346K -$3.94K -35 -1%
CCMW
2966
Cypress Capital Management (Wyoming)
Wyoming
$346K – – –
BWM
2967
BT Wealth Management
Georgia
$345K -$69K -612 -17%
IAG
2968
Investmark Advisory Group
Connecticut
$345K +$1.46K +13 +0.4%
PDM
2969
Penn Davis McFarland
Texas
$345K +$4.5K +40 +1%
HS
2970
Horan Securities
United States
$345K +$27.5K +244 +9%
RPG
2971
Resource Planning Group
Georgia
$344K -$22.9K -203 -6%
KOC
2972
Koss-Olinger Consulting
Florida
$344K +$13.9K +124 +4%
CRIG
2973
Charter Research & Investment Group
Connecticut
$343K -$337 -3 -0.1%
MWP
2974
Meridian Wealth Partners
Pennsylvania
$343K +$166K +1,472 +93%
GWM
2975
Gitterman Wealth Management
New Jersey
$342K -$113K -1,000 -25%
117 118
119
120 121