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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 %
EA
3326
Evolution Advisers
Virginia
$60K – – –
CDIA
3327
Capital Directions Investment Advisors
Georgia
$59K -$44.3K -392 -43%
WPWM
3328
Western Pacific Wealth Management
Illinois
$55K – – –
AIL
3329
AGF Investments LLC
Ontario, Canada
$54K -$396K -3,519 -88%
TCWA
3330
Ten Capital Wealth Advisors
Washington
$53K – – –
BRA
3331
Biechele Royce Advisors
Indiana
$52K -$112K -1,000 -68%
SCA
3332
Stuart Chaussee & Associates
California
$52K -$16K -142 -24%
APW
3333
Acima Private Wealth
Virginia
$51.7K – – –
WWP
3334
WR Wealth Planners
Missouri
$49.3K +$338 +3 +0.7%
ACK
3335
Andrew C. Karlinski
$47K – – –
DWA
3336
Delos Wealth Advisors
Texas
$46K – – –
TCM
3337
Tanaka Capital Management
New York
$44K -$121K -1,080 -73%
CMA
3338
Cedar Mountain Advisors
Oregon
$44K – – –
MFT
3339
Moisand Fitzgerald Tamayo
Florida
$44K +$1.68K +15 +4%
MIM
3340
Meridiem Investment Management
United Kingdom
$43K – – –
IHWM
3341
Iron Horse Wealth Management
Iowa
$40K +$7.32K +65 +22%
HWM
3342
Horizons Wealth Management
North Carolina
$39K +$39K +318 New
NMG
3343
New Millennium Group
Utah
$39K +$39K +347 New
TVWM
3344
Tower View Wealth Management
Wisconsin
$38K +$113 +1 +0.3%
WIM
3345
Westside Investment Management
California
$34.1K -$266 -24 -0.8%
FCG
3346
Financial Connections Group
California
$34K +$11.1K +100 +49%
BSWA
3347
Bromfield Sneider Wealth Advisors
Massachusetts
$33K -$30.2K -265 -48%
MS
3348
Mizuho Securities
Japan
$32K -$422K -2,640 -93%
AWMS
3349
Advocacy Wealth Management Services
Georgia
$32K -$2.69K -24 -8%
ARIS
3350
Advanced Research Investment Solutions
California
$32K – – –
132 133
134
135 136