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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 %
JCM
3076
J2 Capital Management
Michigan
$280K +$2.93K +26 +1%
JGIA
3077
Jackson Grant Investment Advisers
Connecticut
$280K +$7.88K +70 +3%
MAP
3078
Milestone Advisory Partners
North Carolina
$279K -$23.7K -208 -8%
CC
3079
Codex Capital
New York
$279K – – –
W
3080
WealthOne
New York
$278K +$19.5K +173 +8%
PCMK
3081
Paragon Capital Management (Kansas)
Kansas
$277K +$2.93K +26 +1%
CCA
3082
Covey Capital Advisors
Georgia
$276K – – –
WP
3083
Wealthspan Partners
Iowa
$276K +$225 +2 +0.1%
I2I
3084
Insight 2811 Inc
Illinois
$276K +$35.1K +312 +15%
UCB
3085
United Community Bank
South Carolina
$276K +$27.6K +245 +11%
BRWM
3086
B. Riley Wealth Management
Tennessee
$275K -$991K -159,530 -78%
WA
3087
Wealth Advisors
California
$274K – – –
AMCA
3088
Arthur M. Cohen & Associates
Illinois
$274K – – –
AL
3089
Arnhold LLC
New York
$274K +$2.25K +20 +0.8%
TC
3090
Truvestments Capital
Florida
$273K +$5.52K +49 +2%
MIAS
3091
Mason Investment Advisory Services
Virginia
$273K -$866K -7,694 -76%
CC
3092
Capital Counsel
New York
$272K -$24.9K -221 -8%
MTIM
3093
Marathon Trading Investment Management
Pennsylvania
$272K -$21.3K -189 -7%
WA
3094
Wealthstream Advisors
New York
$272K +$13.9K +124 +5%
FA
3095
Fermata Advisors
California
$271K -$119K -1,059 -31%
PFA
3096
Pure Financial Advisors
California
$271K -$38.8K -344 -13%
CFP
3097
Curran Financial Partners
South Carolina
$271K +$1.24K +11 +0.5%
PPWM
3098
PFG Private Wealth Management
Florida
$271K +$164K +1,456 +153%
FPA
3099
First Pacific Advisors
California
$270K +$270K +2,400 New
OWA
3100
One Wealth Advisors
California
$269K -$4.27K -38 -2%
122 123
124
125 126