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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
1
Morgan Stanley
New York
$5.59B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.57B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$854M
4
GA
4
Greenhaven Associates
New York
$511M
5
PIF
5
Public Investment Fund
Saudi Arabia
$434M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.31B
2
State Street
2
State Street
Massachusetts
$14.7B
3
Capital World Investors
3
Capital World Investors
California
$4.42B
4
BlackRock
4
BlackRock
New York
$22.2B
5
PI
5
Putnam Investments
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
3451
Brookfield Corp
Ontario, Canada
– -$1.02M -7,476 Closed
PWM
3452
Peterson Wealth Management
Nevada
– -$1.01M -7,436 Closed
CP
3453
Covenant Partners
Tennessee
– -$977K -7,164 Closed
T
3454
TOBAM
France
– -$976K -7,161 Closed
VAM
3455
Vienna Asset Management
California
– -$974K -7,147 Closed
Jacobs Levy Equity Management
3456
Jacobs Levy Equity Management
New Jersey
– -$783K -5,742 Closed
FFA
3457
Freedman Financial Associates
Massachusetts
– -$769K -5,660 Closed
WAC
3458
William Allan Corp
Colorado
– -$752K -5,519 Closed
DCM
3459
Deuterium Capital Management
Florida
– -$746K -5,469 Closed
PAG
3460
Paladin Advisory Group
Iowa
– -$689K -5,093 Closed
NICM
3461
Neo Ivy Capital Management
New York
– -$690K -5,062 Closed
RVPG
3462
Relative Value Partners Group
– -$673K -4,934 Closed
LAM
3463
LifePro Asset Management
California
– -$606K -4,445 Closed
PC
3464
Periscope Capital
Ontario, Canada
– -$582K -4,267 Closed
FSA
3465
Financial Sense Advisors
California
– -$561K -4,112 Closed
LP
3466
Lloyd Park
Illinois
– -$495K -3,630 Closed
WCP
3467
Wick Capital Partners
Pennsylvania
– -$450K -3,299 Closed
OTL
3468
Oak Thistle LLC
New York
– -$438K -3,219 Closed
CCA
3469
Cadent Capital Advisors
Oklahoma
– -$430K -3,155 Closed
BRC
3470
Bell Rock Capital
Delaware
– -$387K -2,945 Closed
HWM
3471
Howard Wealth Management
Connecticut
– -$395K -2,901 Closed
HCM
3472
Hutner Capital Management
Vermont
– -$395K -2,897 Closed
AR
3473
Apeiron RIA
Texas
– -$374K -2,851 Closed
BFAG
3474
Blackston Financial Advisory Group
Florida
– -$439K -2,681 Closed
UFA
3475
US Financial Advisors
Massachusetts
– -$357K -2,617 Closed
137 138
139
140 141