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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 %
KL
3551
KWMG LLC
Kansas
– -$208K -1,526 Closed
WAOTB
3552
Wealth Advisors of Tampa Bay
Florida
– -$208K -1,522 Closed
QWM
3553
Quaker Wealth Management
New Jersey
– -$206K -1,510 Closed
GAM
3554
Garrison Asset Management
Arkansas
– -$206K -1,509 Closed
CWM
3555
ClientFirst Wealth Management
Arkansas
– -$205K -1,504 Closed
CISOA
3556
Capital Investment Services of America
Wisconsin
– -$238K -1,501 Closed
CC
3557
Colrain Capital
Massachusetts
– -$204K -1,500 Closed
BLAM
3558
Bourne Lent Asset Management
New York
– -$204K -1,500 Closed
RIG
3559
RiverFront Investment Group
Virginia
– -$204K -1,500 Closed
RFA
3560
RTD Financial Advisors
Pennsylvania
– -$204K -1,495 Closed
AFA
3561
American Financial Advisors
Georgia
– -$202K -1,485 Closed
ACA
3562
Ascension Capital Advisors
Texas
– -$202K -1,481 Closed
RCA
3563
Riverview Capital Advisers
Massachusetts
– -$165K -1,213 Closed
MSE
3564
MUFG Securities EMEA
United Kingdom
– -$159K -1,164 Closed
BIP
3565
Blueprint Investment Partners
North Carolina
– -$118K -867 Closed
RFWA
3566
RPg Family Wealth Advisory
Massachusetts
– -$96.7K -709 Closed
MAM
3567
McCarthy Asset Management
California
– -$97K -708 Closed
MFA
3568
McClarren Financial Advisors
Pennsylvania
– -$86K -635 Closed
APP
3569
Alpha Paradigm Partners
Illinois
– -$80K -589 Closed
LWMNY
3570
Landmark Wealth Management (New York)
New York
– -$463 -463 Closed
SA
3571
SFI Advisors
New Jersey
– -$54.3K -398 Closed
LAS
3572
Lloyd Advisory Services
Georgia
– -$51K -376 Closed
MGI
3573
MayTech Global Investments
New York
– -$51K -375 Closed
CI
3574
Cordant Inc
Oregon
– -$47K -346 Closed
CI
3575
Carroll Investors
South Carolina
– -$25K -196 Closed
140 141 142
143
144