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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 %
IWA
3001
Inspirion Wealth Advisors
Illinois
$327K +$327K +2,975 New
AWA
3002
AmeriServ Wealth Advisors
Pennsylvania
$326K -$29.3K -260 -8%
1W
3003
1776 Wealth
Georgia
$326K +$225 +2 +0.1%
SL
3004
Salomon & Ludwin
Virginia
$326K +$66.9K +594 +26%
ACM
3005
Aljian Capital Management
Nevada
$325K – – –
SAM
3006
Sequent Asset Management
Texas
$325K +$225 +2 +0.1%
LWMG
3007
Levy Wealth Management Group
Pennsylvania
$325K +$1.24K +11 +0.4%
CM
3008
Columbus Macro
Pennsylvania
$325K +$8.22K +73 +3%
FWP
3009
Firethorn Wealth Partners
Georgia
$324K -$95.3K -834 -23%
CWM
3010
Cranbrook Wealth Management
Michigan
$324K -$76.1K -675 -19%
RF
3011
Robbins Farley
New Hampshire
$324K +$324K +2,881 New
FSC
3012
Full Sail Capital
Oklahoma
$323K -$36.4K -323 -10%
DWM
3013
Darwin Wealth Management
Florida
$322K -$216K -1,915 -40%
AIA
3014
Angeles Investment Advisors
California
$321K – – –
CHA
3015
Cooper/Haims Advisors
New York
$321K +$7.54K +67 +2%
TDC
3016
Thompson Davis & Co
Virginia
$320K -$75.6K -671 -19%
SWIM
3017
Smallwood Wealth Investment Management
New Jersey
$320K +$320K +2,845 New
EWA
3018
Evolution Wealth Advisors
Florida
$318K – – –
TA
3019
Trellis Advisors
Washington
$317K +$11.1K +99 +4%
SG
3020
Strid Group
Pennsylvania
$315K – – –
TS
3021
Tamar Securities
California
$315K +$32.5K +289 +12%
MMHP
3022
Murphy Middleton Hinkle & Parker
Georgia
$313K – – –
AW
3023
Avion Wealth
Texas
$312K +$5.75K +51 +2%
CAM
3024
Claret Asset Management
Quebec, Canada
$311K -$62.2K -552 -17%
OWA
3025
Opal Wealth Advisors
New York
$311K +$18.6K +165 +6%
119 120
121
122 123