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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 %
VWA
1426
V Wealth Advisors
Kansas
$3.54M +$112K +997 +3%
TSWM
1427
Triangle Securities Wealth Management
North Carolina
$3.54M +$98K +870 +3%
IWP
1428
Icon Wealth Partners
Texas
$3.53M -$3.27M -29,067 -48%
B
1429
Brightworth
Georgia
$3.53M +$354K +3,148 +11%
CAM
1430
Centre Asset Management
New York
$3.53M +$1.07M +9,529 +44%
AA
1431
Argent Advisors
Louisiana
$3.53M +$900K +7,994 +34%
GAG
1432
GM Advisory Group
New York
$3.52M -$268K -2,376 -7%
LBC
1433
Lawrence B. Cohen
$3.51M +$47.4K +421 +1%
HZ
1434
Hixon Zuercher
Ohio
$3.51M +$115K +1,019 +3%
WP
1435
WealthSource Partners
California
$3.51M -$2.86M -25,425 -45%
BZWA
1436
Blue Zone Wealth Advisors
California
$3.51M – – –
AM
1437
Account Management
Massachusetts
$3.5M -$5.29K -47 -0.2%
TAM
1438
Trust Asset Management
Texas
$3.5M +$135K +1,195 +4%
AC
1439
Addison Capital
Pennsylvania
$3.5M -$54.8K -487 -2%
RWM
1440
RBA Wealth Management
California
$3.49M +$198K +1,757 +6%
HPIA
1441
Hamilton Point Investment Advisors
North Carolina
$3.49M +$27.6K +245 +0.8%
BMA
1442
Brooks Moore & Associates
Tennessee
$3.49M +$315K +2,794 +10%
JWCA
1443
J.W. Cole Advisors
Florida
$3.48M -$92.6K -822 -3%
PAM
1444
Pegasus Asset Management
New York
$3.48M -$99K -879 -3%
LFA
1445
Lauterbach Financial Advisors
Texas
$3.48M -$35.4K -314 -1%
IAMOG
1446
Investors Asset Management of Georgia
Georgia
$3.48M +$34K +302 +1%
AW
1447
Apricus Wealth
South Carolina
$3.47M +$260K +2,308 +8%
BFM
1448
Boston Financial Management
Massachusetts
$3.47M +$518K +4,602 +18%
AAS
1449
Ameritas Advisory Services
Nebraska
$3.46M +$198K +1,755 +6%
SF
1450
Summit Financial
New Jersey
$3.46M -$64.2K -570 -2%
56 57
58
59 60