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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 %
VW
3526
Vance Wealth
California
– -$226K -1,656 Closed
AF
3527
Apexium Financial
Texas
– -$262K -1,655 Closed
GSC
3528
Ground Swell Capital
South Carolina
– -$225K -1,651 Closed
WFA
3529
WestHill Financial Advisors
California
– -$224K -1,643 Closed
TIAM2
3530
Tru Independence Asset Management 2
Oregon
– -$224K -1,642 Closed
CCA
3531
Clearwater Capital Advisors
Illinois
– -$223K -1,635 Closed
PC
3532
Prairiewood Capital
North Dakota
– -$223K -1,633 Closed
SC
3533
Schoolcraft Capital
Colorado
– -$222K -1,630 Closed
AFS
3534
AFG Fiduciary Services
Massachusetts
– -$222K -1,627 Closed
JRFS
3535
James Reed Financial Services
Ohio
– -$221K -1,625 Closed
MCM
3536
McDonough Capital Management
Florida
– -$222K -1,623 Closed
IPW
3537
IronBridge Private Wealth
Texas
– -$221K -1,621 Closed
HLOC
3538
H.L. Ormond & Company
North Carolina
– -$221K -1,618 Closed
BWA
3539
BlueSky Wealth Advisors
North Carolina
– -$219K -1,610 Closed
CPA
3540
Capital Performance Advisors
California
– -$216K -1,586 Closed
MGIA
3541
Matthew Goff Investment Advisor
Texas
– -$215K -1,576 Closed
AMG
3542
Asset Management Group
Connecticut
– -$214K -1,568 Closed
QC
3543
QCM Cayman
Texas
– -$213K -1,560 Closed
AIFAIM
3544
American Institute for Advanced Investment Management
Arizona
– -$212K -1,555 Closed
FIM
3545
FWL Investment Management
Texas
– -$211K -1,548 Closed
PFP
3546
Paragon Financial Partners
California
– -$211K -1,547 Closed
CC
3547
Claybrook Capital
Massachusetts
– -$210K -1,543 Closed
DBRC
3548
D.B. Root & Company
Pennsylvania
– -$209K -1,538 Closed
MKA
3549
M. Kulyk & Associates
Georgia
– -$209K -1,534 Closed
BWM
3550
Boyd Wealth Management
California
– -$208K -1,527 Closed
140 141
142
143 144