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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
Morgan Stanley
New York
+$1.15B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$673M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$554M
4
GA
Greenhaven Associates
New York
+$438M
5
PIF
Public Investment Fund
Saudi Arabia
+$434M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.81B
2
State Street
State Street
Massachusetts
-$1.2B
3
Capital World Investors
Capital World Investors
California
-$664M
4
BlackRock
BlackRock
New York
-$464M
5
PI
Putnam Investments
Massachusetts
-$379M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
676
Birch Hill Investment Advisors
Massachusetts
$13.4M +$10.4K +92 +0.1%
GVAG
677
Great Valley Advisor Group
Delaware
$13.4M +$5.62M +49,891 +72%
MC
678
Miramar Capital
Illinois
$13.4M +$3.84M +34,080 +40%
VFA
679
Valeo Financial Advisors
Indiana
$13.3M -$24K -257 -0.2%
KFP
680
KMG Fiduciary Partners
Ohio
$13.3M +$478K +4,247 +4%
SGK
681
Steigerwald Gordon & Koch
Virginia
$13.3M +$283K +2,515 +2%
SAM
682
Shell Asset Management
Netherlands
$13.3M +$158K +1,399 +1%
PWP
683
Perfromance Wealth Partners
Illinois
$13.2M -$210K -1,866 -2%
GCA
684
Guardian Capital Advisors
Ontario, Canada
$13M +$987K +9,143 +8%
NW
685
NewEdge Wealth
Pennsylvania
$13M +$1.63M +14,459 +14%
KWM
686
Kingsview Wealth Management
Oregon
$12.9M +$1.18M +10,479 +10%
UAS
687
United Asset Strategies
New York
$12.9M -$2M -17,779 -13%
CWM
688
Curi Wealth Management
North Carolina
$12.9M +$227K +2,012 +2%
WB
689
Webster Bank
Connecticut
$12.8M -$246K -2,187 -2%
OMC
690
Overbrook Management Corp
New York
$12.8M -$232K -2,064 -2%
AC
691
Addenda Capital
Quebec, Canada
$12.8M -$88.7K -788 -0.7%
DMC
692
Drexel Morgan & Co
Pennsylvania
$12.7M +$27.5K +244 +0.2%
PFS
693
Prospera Financial Services
Texas
$12.7M +$1.31M +11,585 +11%
BWFA
694
Baltimore-Washington Financial Advisors
Maryland
$12.6M +$978K +8,682 +8%
JPMIA
695
J.P. Marvel Investment Advisors
Massachusetts
$12.6M – – –
MIA
696
MainStreet Investment Advisors
Illinois
$12.5M -$6.08K -54 -0%
USAA
697
United Services Automobile Association
Texas
$12.5M +$12.5M +111,221 New
AF
698
Ally Financial
Michigan
$12.5M – – –
MWM
699
Meridian Wealth Management
Kentucky
$12.5M +$725K +6,439 +6%
TSW
700
Thompson Siegel & Walmsley
Virginia
$12.4M -$1.43M -12,681 -10%
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