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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 %
NC
3151
NovaPoint Capital
Georgia
$242K -$29.3K -260 -11%
WAM
3152
WealthTrust Asset Management
Florida
$241K -$1.54M -13,693 -86%
WFA
3153
Websterrogers Financial Advisors
South Carolina
$241K -$5.96K -53 -2%
MWA
3154
Motive Wealth Advisors
Michigan
$241K -$225 -2 -0.1%
SFC
3155
SYM Financial Corp
Indiana
$240K -$27.9K -248 -10%
SNBOSCI
3156
Security National Bank of Sioux City Iowa
Iowa
$240K – – –
RA
3157
Rise Advisors
New York
$240K +$21.4K +190 +10%
AG
3158
Advocate Group
Minnesota
$240K +$240K +2,134 New
WCM
3159
Wallace Capital Management
Texas
$239K – – –
GB
3160
Goepper Burkhardt
South Carolina
$239K +$22.5K +200 +10%
SC
3161
Sepio Capital
Utah
$237K +$237K +2,101 New
AFIA
3162
America First Investment Advisors
Nebraska
$236K – – –
CFG
3163
Compton Financial Group
Maryland
$236K – – –
FC
3164
FCA Corp
Texas
$236K – – –
ACP
3165
Arcus Capital Partners
Georgia
$236K +$31.1K +276 +15%
BFWA
3166
Benchmark Financial Wealth Advisors
Florida
$236K +$236K +2,094 New
RJTCONH
3167
Raymond James Trust Company of New Hampshire
New Hampshire
$235K -$900 -8 -0.4%
GCM
3168
G2 Capital Management
Ohio
$235K – – –
APS
3169
American Planning Services
Florida
$234K +$28.1K +250 +14%
MSWMA
3170
Market Street Wealth Management Advisors
Indiana
$233K -$23.3K -207 -9%
CCA
3171
Conestoga Capital Advisors
Pennsylvania
$233K – – –
DOA
3172
D'Orazio & Associates
Virginia
$233K +$52.3K +465 +29%
SAM
3173
Seelaus Asset Management
New Jersey
$232K -$344K -3,055 -60%
CWG
3174
Crown Wealth Group
North Carolina
$232K -$33.8K -300 -13%
PCTC
3175
Perkins Coie Trust Company
Washington
$232K -$2.25K -20 -1%
125 126
127
128 129