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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 %
GIS
3351
Grayhawk Investment Strategies
Alberta, Canada
$32K +$32K +222 New
LWP
3352
Laurel Wealth Planning
Minnesota
$31K +$2.59K +23 +9%
DTIM
3353
Danda Trouve Investment Management
Kansas
$29K +$225 +2 +0.8%
HFS
3354
HBC Financial Services
Washington
$27K +$10.3K +90 +61%
T2I
3355
Turim 21 Investimentos
Brazil
$26K – – –
BA
3356
Bellwether Advisors
Nebraska
$25K +$222 +2 +0.9%
PCH
3357
Polar Capital Holdings
United Kingdom
$24.3K -$4.82K -42,767 -17%
CPFP
3358
Clear Perspectives Financial Planning
Ohio
$24K +$4.1K +36 +21%
FSWA
3359
Financial Synergies Wealth Advisors
Texas
$23.2K +$23.2K +206 New
SC
3360
Siena Capital
Ohio
$23K – – –
LWA
3361
Lowe Wealth Advisors
Maryland
$23K +$11.5K +100 +100%
LFASL
3362
Lugano Financial Advisors SA (LFA)
Switzerland
$23K +$23K +210 New
DCM
3363
Disciplina Capital Management
Tennessee
$22.4K +$225 +2 +1%
SMG
3364
Spectrum Management Group
Indiana
$21K -$6.74M -59,053 -100%
CP
3365
Castleview Partners
Texas
$18.1K -$92.1K -4,855 -84%
SFCL
3366
Strengthening Families & Communities LLC
Massachusetts
$18K – – –
HWM
3367
HighMark Wealth Management
Minnesota
$18K +$113 +1 +0.6%
CM
3368
Cornerstone Management
Georgia
$17.3K – – –
RG
3369
Retirement Group
California
$17K -$2.14K -19 -11%
MWC
3370
MBM Wealth Consultants
Missouri
$17K – – –
BPC
3371
Banque Pictet & Cie
Switzerland
$16.4K -$183 -1,629 -1%
TJHA
3372
Thomas J. Herzfeld Advisors
Florida
$16K -$6.86K -60 -30%
CIR
3373
Clear Investment Research
Georgia
$16K – – –
JMF
3374
Johnson Midwest Financial
Iowa
$14K – – –
HFM
3375
Harvest Fund Management
China
$13K -$97.8K -843 -88%
133 134
135
136 137