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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 %
DJYG
3476
David J. Yvars Group
Florida
– -$346K -2,539 Closed
CC
3477
Cypress Capital
Tennessee
– -$345K -2,528 Closed
IWP
3478
Insight Wealth Partners
Texas
– -$341K -2,504 Closed
GSIS
3479
Global Strategic Investment Solutions
Arizona
– -$334K -2,453 Closed
MGAM
3480
McGowan Group Asset Management
Texas
– -$321K -2,352 Closed
FWM
3481
FSA Wealth Management
Massachusetts
– -$361K -2,282 Closed
LRIC
3482
Long Road Investment Counsel
Michigan
– -$304K -2,232 Closed
MF
3483
Manchester Financial
California
– -$298K -2,185 Closed
FPF
3484
First Pacific Financial
Washington
– -$281K -2,060 Closed
WFA
3485
Wipfli Financial Advisors
Wisconsin
– -$279K -2,050 Closed
KC
3486
Kingfisher Capital
North Carolina
– -$276K -2,023 Closed
PBF
3487
Petix & Botte Financial
California
– -$275K -2,014 Closed
WFC
3488
Western Financial Corp
California
– -$271K -1,991 Closed
FDS
3489
Freedom Day Solutions
Texas
– -$266K -1,952 Closed
TCMP
3490
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$264K -1,935 Closed
ACM
3491
Aubrey Capital Management
United Kingdom
– -$262K -1,865 Closed
SL
3492
Summitry LLC
California
– -$253K -1,854 Closed
ORI
3493
Oak Ridge Investments
Illinois
– -$251K -1,842 Closed
TCOK
3494
Trust Company of Kansas
Kansas
– -$250K -1,832 Closed
PHAM
3495
Palisades Hudson Asset Management
Florida
– -$248K -1,821 Closed
SHWM
3496
Smith & Howard Wealth Management
Georgia
– -$248K -1,818 Closed
RRCM
3497
Rappaport Reiches Capital Management
Illinois
– -$246K -1,791 Closed
EMG
3498
ETF Managers Group
New Jersey
– -$250K -1,781 Closed
OWA
3499
Outlook Wealth Advisors
Texas
– -$242K -1,776 Closed
NRW
3500
Nova R Wealth
Kansas
– -$241K -1,766 Closed
138 139
140
141 142