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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
$5.59B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.57B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$854M
4
GA
Greenhaven Associates
New York
$511M
5
PIF
Public Investment Fund
Saudi Arabia
$434M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.31B
2
State Street
State Street
Massachusetts
$14.7B
3
Capital World Investors
Capital World Investors
California
$4.42B
4
BlackRock
BlackRock
New York
$22.2B
5
PI
Putnam Investments
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
3376
Navigation Wealth Management
Colorado
$12K – – –
TWP
3377
TFO Wealth Partners
Ohio
$11K -$69.3K -605 -86%
RCC
3378
Red Cedar Capital
Nebraska
$11K – – –
EW
3379
Emerson Wealth
Michigan
$11K – – –
SL
3380
Savior LLC
Massachusetts
$11K – – –
AWM
3381
Activest Wealth Management
Florida
$11K +$762 +7 +7%
CWA
3382
Carolina Wealth Advisors
South Carolina
$10K – – –
GAG
3383
Goodman Advisory Group
Massachusetts
$10K +$10K +93 New
BA
3384
Bivin & Associates
Oklahoma
$9K – – –
CAM
3385
ClariVest Asset Management
California
$8K -$1.6K -15 -17%
RIM
3386
Ranger Investment Management
Texas
$8K – – –
ST
3387
Sageworth Trust
Pennsylvania
$8K – – –
BI
3388
Bramshill Investments
Florida
$7K -$893K -7,653 -99%
MBFW
3389
Morton Brown Family Wealth
Pennsylvania
$7K -$11.1K -92 -61%
MUMSS
3390
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K – – –
YAL
3391
Your Advocates Ltd
Texas
$6K – – –
FGAM
3392
Financial Gravity Asset Management
Texas
$5.74K -$1.24K -610 -18%
BIM
3393
Baldwin Investment Management
Pennsylvania
$5.67K -$179 -1,586 -3%
CWM
3394
Cedar Wealth Management
California
$5K – – –
KIG
3395
Kessler Investment Group
Indiana
$3K – – –
MIM
3396
Macroview Investment Management
Maryland
$3K +$1K +9 +50%
FWA
3397
FSC Wealth Advisors
New York
$3K +$3K +28 New
JSAM
3398
J. Safra Asset Management
New York
$2K -$1.37K -174 -41%
DCM
3399
Davidson Capital Management
Texas
$2K – – –
UFF
3400
USA Financial Formulas
Michigan
$1K -$2.55K -28 -72%
134 135
136
137 138