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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 %
LFP
3226
Leeward Financial Partners
Washington
$208K -$2.13M -18,943 -91%
RFP
3227
Roth Financial Partners
Texas
$208K – – –
DC
3228
Defender Capital
North Carolina
$208K – – –
HWM
3229
HFR Wealth Management
New York
$208K – – –
CIM
3230
Confluence Investment Management
Missouri
$206K -$4.16K -37 -2%
PW
3231
Peninsula Wealth
California
$206K +$206K +1,827 New
SPF
3232
Steven Patrick Farmer
$206K +$206K +1,833 New
SAM
3233
Shikiar Asset Management
New York
$205K -$28.2K -250 -12%
CWM
3234
CarsonAllaria Wealth Management
Illinois
$205K +$202K +1,799 +7,196%
HCM
3235
Howard Capital Management
Georgia
$204K -$39.4K -349 -16%
AAM
3236
Ameraudi Asset Management
New York
$204K – – –
KPWG
3237
KFA Private Wealth Group
Virginia
$203K -$6.76K -60 -3%
FZCM
3238
Flynn Zito Capital Management
New York
$203K +$31.9K +283 +19%
PSC
3239
Prentiss Smith & Co
Vermont
$202K -$30.3K -270 -13%
SAF
3240
Smith Anglin Financial
Texas
$202K -$17.6K -156 -8%
VIM
3241
VELA Investment Management
Ohio
$202K +$202K +1,798 New
AL
3242
ADE LLC
Maryland
$201K – – –
BBW
3243
Blue Barn Wealth
Utah
$201K +$201K +1,786 New
HFM
3244
Hartford Funds Management
Pennsylvania
$201K +$201K +1,787 New
AWP
3245
Abacus Wealth Partners
California
$201K +$22.1K +196 +12%
EIP
3246
Ellis Investment Partners
Pennsylvania
$200K +$1.46K +13 +0.7%
CM
3247
Caption Management
Oklahoma
$196K +$196K +1,738 New
BFG
3248
Baron Financial Group
New Jersey
$195K – – –
LD
3249
Lipe & Dalton
New York
$195K – – –
EI
3250
Ellevest Inc
New York
$194K -$10.5K -93 -5%
128 129
130
131 132