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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 %
IVP
3051
Intrinsic Value Partners
Arizona
$296K -$7.87K -70 -3%
EA
3052
Echo45 Advisors
California
$294K -$156K -1,384 -35%
SF
3053
Symphony Financial
Texas
$294K -$20.8K -181 -7%
CW
3054
Cook Wealth
North Carolina
$294K -$9.14K -80 -3%
SBWIC
3055
Schaper Benz & Wise Investment Counsel
Wisconsin
$293K +$105K +934 +56%
MAM
3056
Marotta Asset Management
Virginia
$293K -$29.7K -260 -9%
POIA
3057
Pin Oak Investment Advisors
Texas
$291K -$13.2K -117 -4%
TWP
3058
Tower Wealth Partners
Pennsylvania
$291K +$95.5K +847 +49%
KIA
3059
Kraematon Investment Advisors
Massachusetts
$290K +$2.14K +19 +0.7%
ACM
3060
Advance Capital Management
Michigan
$289K +$23K +204 +9%
MA
3061
MKT Advisors
California
$288K +$24.2K +214 +9%
WCWM
3062
Willow Creek Wealth Management
California
$288K +$78.8K +700 +38%
SFG
3063
Snider Financial Group
Washington
$287K -$6.77K -60 -2%
TFGT
3064
TS Financial Group (TSFG)
Illinois
$287K +$113 +1 +0%
HGWM
3065
Horst & Graben Wealth Management
Oregon
$287K +$2.37K +21 +0.8%
AP
3066
Adero Partners
California
$286K -$42.4K -378 -13%
LFG
3067
Lockerman Financial Group
California
$286K +$29.5K +262 +12%
GM
3068
GeoWealth Management
Illinois
$285K -$23.2K -206 -8%
CA
3069
Claris Advisors
Missouri
$285K +$8.24K +73 +3%
LIM
3070
Lathrop Investment Management
Arkansas
$285K +$15.8K +140 +6%
IF
3071
Integrity Financial
Wyoming
$284K -$1.01K -9 -0.4%
PC
3072
Permit Capital
Pennsylvania
$282K -$38.6K -342 -12%
HFS
3073
Heritage Financial Services
Massachusetts
$282K +$8.33K +74 +3%
LSA
3074
Lansing Street Advisors
Pennsylvania
$280K -$83.7K -745 -23%
HCP
3075
Holt Capital Partners
Texas
$280K – – –
121 122
123
124 125