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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 %
BA
3201
Bluesphere Advisors
Pennsylvania
$220K -$36.6K -324 -14%
TWM
3202
Triton Wealth Management
Arizona
$219K +$2.94K +26 +1%
HWA
3203
Hilltop Wealth Advisors
North Carolina
$218K – – –
CSIA
3204
Charles Schwab Investment Advisory
California
$218K +$31K +275 +17%
CMBA
3205
C.M. Bidwell & Associates
Hawaii
$218K +$135K +1,198 +163%
VBFG
3206
Vishria Bird Financial Group
Tennessee
$217K – – –
VAG
3207
VisionPoint Advisory Group
Texas
$216K -$532K -4,423 -71%
SIM
3208
Sterling Investment Management
Arizona
$215K -$1.24M -10,997 -85%
ECAM
3209
East Coast Asset Management
Massachusetts
$215K -$25.9K -230 -11%
SWP
3210
ShoreHaven Wealth Partners
New Jersey
$215K +$29.5K +262 +16%
SSCA
3211
South Shore Capital Advisors
Massachusetts
$214K -$5.28K -47 -2%
SC
3212
Saturna Capital
Washington
$214K – – –
DFA
3213
DHJJ Financial Advisors
Illinois
$214K +$338 +3 +0.2%
CWM
3214
CCG Wealth Management
California
$214K +$38.3K +340 +22%
JSA
3215
Jacobson & Schmitt Advisors
Wisconsin
$213K -$48.9K -434 -19%
UWM
3216
Urban Wealth Management
California
$213K +$213K +1,893 New
SSA
3217
Schonfeld Strategic Advisors
New York
$212K -$46.7M -414,321 -100%
LODC
3218
Lanham O'Dell & Company
West Virginia
$212K +$113 +1 +0.1%
RPGK
3219
Retirement Planning Group (Kansas)
Kansas
$212K +$15.9K +141 +8%
NWA
3220
New World Advisors
Massachusetts
$211K -$81.9K -733 -28%
RWMH
3221
Riverpoint Wealth Management Holdings
Illinois
$211K +$1.8K +16 +0.9%
MW
3222
Milestone Wealth
New York
$211K +$169K +1,500 +401%
HAFS
3223
Hapanowicz & Associates Financial Services
Pennsylvania
$210K +$210K +1,861 New
DA
3224
Detalus Advisors
Missouri
$210K +$210K +1,862 New
NF
3225
Norwood Financial
Pennsylvania
$209K – – –
127 128
129
130 131