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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 %
CYG
3251
Clean Yield Group
Vermont
$193K +$31.2K +278 +19%
SFO
3252
Standard Family Office
South Dakota
$188K +$188K +1,671 New
AFS
3253
Annapolis Financial Services
Maryland
$187K +$564 +5 +0.3%
MFA
3254
Morling Financial Advisors
California
$186K -$903 -8 -0.5%
TAIM
3255
Te Ahumairangi Investment Management
New Zealand
$180K – – –
BHWM
3256
Beaird Harris Wealth Management
Texas
$180K +$26.6K +236 +17%
MAM
3257
Marquette Asset Management
Minnesota
$175K – – –
CFN
3258
Cordasco Financial Network
Florida
$173K +$79K +700 +84%
AA
3259
AlphaMark Advisors
Kentucky
$171K -$563 -5 -0.3%
SSC
3260
Syverson Strege & Co
Iowa
$171K +$113 +1 +0.1%
RBC
3261
Roble Belko & Company
Pennsylvania
$169K -$37.6K -335 -18%
ACM
3262
Antonetti Capital Management
Florida
$169K – – –
TA
3263
Teramo Advisors
Florida
$169K +$169K +1,500 New
GKIM
3264
GW&K Investment Management
Massachusetts
$168K +$61.9K +550 +58%
HF
3265
Halpern Financial
Virginia
$168K +$16.9K +150 +11%
BMD
3266
Better Money Decisions
New Mexico
$167K -$8.33K -74 -5%
HC
3267
Hoese & Co
Minnesota
$167K +$106K +938 +172%
BCMLT
3268
Beacon Capital Management LLC (Tennessee)
Tennessee
$165K – – –
DWMG
3269
DB Wealth Management Group
California
$162K – – –
LPP
3270
Life Planning Partners
Florida
$161K – – –
TFA
3271
Toth Financial Advisory
Virginia
$158K +$2.36K +21 +2%
PP
3272
PrairieView Partners
Minnesota
$158K +$45.1K +400 +40%
CPA
3273
Cowen Prime Advisors
New York
$157K – – –
HFA
3274
HC Financial Advisors
California
$154K +$47.5K +421 +45%
WAM
3275
WFA Asset Management
Wisconsin
$151K +$1.24K +11 +0.8%
129 130
131
132 133