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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 %
WQ
3126
Wealth Quarterback
New Jersey
$256K +$256K +2,273 New
CNWM
3127
Clay Northam Wealth Management
California
$255K -$36.7K -325 -13%
CWA
3128
CM Wealth Advisors
Ohio
$254K +$254K +2,257 New
IA
3129
Inspire Advisors
Idaho
$254K +$51.9K +460 +26%
DP
3130
Denver PWM
Colorado
$253K +$4.98K +44 +2%
MFS
3131
Mirabella Financial Services
United Kingdom
$253K +$253K +2,244 New
SAM
3132
SP Asset Management
California
$252K -$13.1K -116 -5%
CWM
3133
Campbell Wealth Management
Virginia
$252K -$8.46K -75 -3%
BBPWM
3134
Blue Bell Private Wealth Management
Pennsylvania
$252K +$1.46K +13 +0.6%
DAM
3135
Deltec Asset Management
New York
$251K – – –
GCL
3136
Gouws Capital LLC
North Carolina
$251K – – –
EWA
3137
Encompass Wealth Advisors
Oregon
$250K -$40.1K -356 -14%
PTC
3138
Petrus Trust Company
Texas
$250K +$250K +2,222 New
DA
3139
Drake & Associates
Wisconsin
$250K +$250K +2,224 New
BWCS
3140
Beirne Wealth Consulting Services
Connecticut
$249K -$34.9K -310 -12%
JC
3141
Jacobs & Co
California
$249K -$3.48K -31 -1%
KFS
3142
Kurt F. Somerville
$249K +$56.2K +500 +29%
JSC
3143
Jackson Square Capital
California
$248K -$1.38M -12,223 -85%
PS
3144
Planned Solutions
California
$248K +$16.2K +144 +7%
FAN
3145
Financial Advisors Network
California
$247K -$2.25K -20 -0.9%
HNWA
3146
Henrickson Nauta Wealth Advisors
Michigan
$246K – – –
CFC
3147
Coyle Financial Counsel
Illinois
$245K -$1.01K -9 -0.4%
PWM
3148
PRW Wealth Management
Massachusetts
$245K +$61.8K +550 +34%
PWS
3149
Paragon Wealth Strategies
Florida
$244K -$45.7K -406 -16%
LFA
3150
Level Financial Advisors
New York
$243K +$56.4K +500 +30%
124 125
126
127 128