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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 %
WI
3026
Wedgewood Investors
Pennsylvania
$309K – – –
BDFN
3027
Bond & Devick Financial Network
Minnesota
$309K +$16.9K +150 +6%
FA
3028
Fountainhead AM
New Jersey
$308K +$10.1K +90 +3%
RC
3029
Reik & Co
New York
$307K – – –
HKAM
3030
Horizon Kinetics Asset Management
New York
$306K +$4.17K +37 +1%
FA
3031
Fiducient Advisors
Illinois
$306K +$45.1K +401 +17%
TIA
3032
Tandem Investment Advisors
South Carolina
$305K +$70.9K +629 +30%
SG
3033
Swarthmore Group
Pennsylvania
$304K -$4.88M -43,284 -94%
VCWA
3034
Vanguard Capital Wealth Advisors
Colorado
$304K -$185K -1,642 -38%
DU
3035
Delphia (USA)
Ontario, Canada
$304K -$79.7K -708 -21%
TF
3036
TRH Financial
Iowa
$304K -$49.4K -439 -14%
SFWC
3037
Strategic Family Wealth Counselors
New Jersey
$302K +$9.56K +85 +3%
ML
3038
Mayport LLC
Massachusetts
$301K -$338 -3 -0.1%
DSAM
3039
Dock Street Asset Management
Florida
$301K – – –
JCM
3040
Jag Capital Management
Missouri
$301K +$301K +2,675 New
CF
3041
Corrigan Financial
Rhode Island
$301K -$16.6K -147 -5%
VFP
3042
Verus Financial Partners
Virginia
$298K -$69.6K -604 -19%
PCM
3043
Pennsylvania Capital Management
Pennsylvania
$298K – – –
MWM
3044
Madison Wealth Management
Ohio
$298K +$2.37K +21 +0.8%
SLA
3045
Silver Lake Advisory
Utah
$298K +$6.09K +54 +2%
AIA
3046
AIMZ Investment Advisors
California
$297K – – –
AWM
3047
Altus Wealth Management
Kentucky
$297K +$1.02K +9 +0.3%
MPCL
3048
My Personal CFO LLC
Washington
$297K +$21.1K +187 +8%
PGWM
3049
Pitti Group Wealth Management
New York
$297K +$22.5K +200 +8%
AWM
3050
Act Wealth Management
Texas
$296K -$18.2K -161 -6%
120 121
122
123 124