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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 %
RHJA
3176
Rice Hall James & Associates
California
$232K – – –
AIM
3177
Arcadia Investment Management
Michigan
$229K -$69.2K -615 -23%
EF
3178
Exeter Financial
Arizona
$228K – – –
CAG
3179
Curtis Advisory Group
California
$228K +$3.26K +29 +1%
XS
3180
XR Securities
Illinois
$228K +$228K +2,025 New
MA
3181
Mezzasalma Advisors
New Jersey
$227K – – –
PG
3182
Prostatis Group
Maryland
$227K -$1.01M -8,999 -82%
VBWMG
3183
Von Berge Wealth Management Group
California
$226K -$55.9K -500 -20%
KC
3184
Kinloch Capital
Virginia
$226K -$563 -5 -0.2%
JTWM
3185
Jackson Thornton Wealth Management
Alabama
$226K +$226K +2,005 New
FA
3186
Fortis Advisors
Pennsylvania
$225K -$95.3K -847 -30%
TWM
3187
Tanager Wealth Management
United Kingdom
$225K – – –
CCM
3188
Chickasaw Capital Management
Tennessee
$225K – – –
KC
3189
Knuff & Co
California
$225K – – –
AMR
3190
Asset Management Resources
Massachusetts
$225K +$4.39K +39 +2%
EC
3191
EJF Capital
Virginia
$225K +$225K +2,000 New
C
3192
Covestor
United Kingdom
$224K -$63K -559 -22%
CCP
3193
Cassia Capital Partners
North Carolina
$224K +$11.8K +105 +6%
MLFP
3194
MPS Loria Financial Planners
Illinois
$223K – – –
HI
3195
Hoey Investments
Pennsylvania
$222K -$5.57M -49,544 -96%
AWM
3196
Adams Wealth Management
Utah
$222K +$10.3K +91 +5%
RI
3197
Ridgewood Investments
New Jersey
$222K +$222K +1,971 New
CIAS
3198
CFS Investment Advisory Services
New Jersey
$221K -$44.6M -396,091 -100%
CCM
3199
Cribstone Capital Management
Maine
$221K -$829K -7,356 -79%
WFA
3200
Wellspring Financial Advisors
Ohio
$221K -$5.62K -50 -2%
126 127
128
129 130