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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 %
HSG
3501
Helen Stephens Group
Texas
– -$240K -1,758 Closed
FPOC
3502
Financial Planners of Cleveland
Ohio
– -$240K -1,758 Closed
CFAM
3503
Coury Firm Asset Management
Pennsylvania
– -$239K -1,755 Closed
SA
3504
Sicart Associates
New York
– -$239K -1,752 Closed
QT
3505
Quantbot Technologies
New York
– -$238K -1,752 Closed
SFP
3506
Sterling Financial Planning
New Jersey
– -$238K -1,749 Closed
TWM
3507
TMD Wealth Management
Arizona
– -$237K -1,741 Closed
SF
3508
Safeguard Financial
Wisconsin
– -$237K -1,737 Closed
IDA
3509
Intelligence Driven Advisers
California
– -$227K -1,733 Closed
VC
3510
Veery Capital
Delaware
– -$236K -1,730 Closed
RFN
3511
Redwood Financial Network
Ohio
– -$235K -1,727 Closed
SAM
3512
Synergy Asset Management
Washington
– -$235K -1,720 Closed
FWSM
3513
First Wilshire Securities Management
California
– -$234K -1,719 Closed
DPI
3514
Diversified Portfolios Inc
Michigan
– -$233K -1,709 Closed
TFP
3515
Triune Financial Partners
Kansas
– -$232K -1,704 Closed
NA
3516
Navellier & Associates
Nevada
– -$232K -1,700 Closed
LA
3517
Lakeside Advisors
Washington
– -$232K -1,699 Closed
SWM
3518
SFG Wealth Management
Maryland
– -$231K -1,698 Closed
RW
3519
RVW Wealth
California
– -$231K -1,694 Closed
MPW
3520
MA Private Wealth
California
– -$231K -1,694 Closed
WA
3521
WESPAC Advisors
California
– -$230K -1,689 Closed
SA
3522
Shilanski & Associates
Alaska
– -$229K -1,679 Closed
NEPPG
3523
New England Professional Planning Group
Rhode Island
– -$227K -1,668 Closed
GFP
3524
Guardian Financial Partners
California
– -$212K -1,668 Closed
PA
3525
Parkside Advisors
California
– -$227K -1,662 Closed
139 140
141
142 143