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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 %
OAJ
3301
Ogorek Anthony Joseph
New York
$108K +$4.6K +41 +4%
TIM
3302
Tevis Investment Management
Texas
$105K +$13.9K +123 +15%
JPLA
3303
Joseph P. Lucia & Associates
New York
$102K -$1.8K -16 -2%
BAM
3304
Baldrige Asset Management
Pennsylvania
$102K – – –
ICM
3305
Islay Capital Management
Texas
$101K -$361K -3,214 -78%
FEG
3306
Financial Enhancement Group
Indiana
$101K -$1.13K -10 -1%
IWP
3307
IAG Wealth Partners
Wisconsin
$100K -$13.3K -118 -12%
RAM
3308
Riggs Asset Management
Pennsylvania
$94K -$372K -3,307 -80%
AWM
3309
Abound Wealth Management
Tennessee
$93.5K -$1.35K -12 -1%
RIM
3310
Rockbridge Investment Management
New York
$93.5K -$144K -1,275 -61%
WFA
3311
West Financial Advisors
Iowa
$84K -$4.59K -41 -5%
SC
3312
Schubert & Co
Texas
$84K +$12.6K +112 +18%
FA
3313
Financial Avengers
California
$81K +$564 +5 +0.7%
LPWM
3314
Lake Point Wealth Management
Texas
$79K +$112 +1 +0.1%
GWM
3315
Guardian Wealth Management
Illinois
$77K +$225 +2 +0.3%
WOSD
3316
WFA of San Diego
California
$77K +$77K +687 New
HL
3317
Harding Loevner
New Jersey
$66K – – –
MCA
3318
Maryland Capital Advisors
Maryland
$65K – – –
ETI
3319
Enterprise Trust & Investment
California
$65K +$24.6K +219 +61%
BHWM
3320
Bay Harbor Wealth Management
Maryland
$64K – – –
AIC
3321
Ayalon Insurance Company
Israel
$63K -$1.14M -10,208 -95%
VFIC
3322
Valley Forge Investment Consultants
Pennsylvania
$63K -$1.12K -10 -2%
MS
3323
Marshall & Sullivan
Washington
$63K +$63K +567 New
EC
3324
Estate Counselors
Wisconsin
$62K – – –
MWA
3325
Miller Wealth Advisors
Colorado
$60K -$4.53K -40 -7%
131 132
133
134 135