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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 %
CCP
3101
Clarkston Capital Partners
Michigan
$269K +$269K +2,391 New
B
3102
Bridgeworth
Alabama
$268K +$7.42K +66 +3%
WFO
3103
Wealthgate Family Office
Colorado
$266K +$266K +2,360 New
IP
3104
Isthmus Partners
Wisconsin
$265K – – –
BFS
3105
Bickling Financial Services
Massachusetts
$265K +$1.92K +17 +0.7%
RIM
3106
Redwood Investment Management
Arizona
$265K +$37.6K +334 +17%
LFS
3107
Legacy Financial Strategies
Kansas
$265K +$44K +391 +20%
WFA
3108
WMG Financial Advisors
Tennessee
$264K -$27.8K -245 -10%
SWG
3109
Summit Wealth Group
Vermont
$262K -$7.78K -69 -3%
WCF
3110
West Coast Financial
California
$261K -$118K -1,050 -31%
TC
3111
Tacita Capital
Ontario, Canada
$261K – – –
ICM
3112
Intrepid Capital Management
Florida
$261K – – –
IIA
3113
ICW Investment Advisors
Arizona
$261K +$225 +2 +0.1%
SCFS
3114
S.C. Financial Services
Arizona
$261K +$63.6K +565 +32%
NCMW
3115
Northern Capital Management (Washington)
Washington
$260K – – –
TA
3116
Tectonic Advisors
Texas
$260K +$43.2K +383 +20%
PFG
3117
Pinnacle Financial Group
Illinois
$259K -$36.1K -320 -12%
TWM
3118
Trevian Wealth Management
Massachusetts
$259K – – –
FWM
3119
Forefront Wealth Management
Pennsylvania
$259K +$113 +1 +0%
SRSA
3120
S.R. Schill & Associates
Washington
$258K +$3.26K +29 +1%
APW
3121
Axim Planning & Wealth
Ohio
$258K +$258K +2,288 New
BWP
3122
Bernardo Wealth Planning
Pennsylvania
$257K +$29.2K +260 +13%
T
3123
TNF
Montana
$256K -$83.4K -728 -25%
SSW
3124
Smith Shellnut Wilson
Mississippi
$256K – – –
AFG
3125
Affinia Financial Group
Massachusetts
$256K +$800 +7 +0.3%
123 124
125
126 127