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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 %
SS
1476
Simplicity Solutions
Minnesota
$3.33M +$839K +7,450 +34%
AWA
1477
Arete Wealth Advisors
Illinois
$3.33M +$353K +3,132 +12%
RIA
1478
Regal Investment Advisors
Michigan
$3.32M +$121K +1,076 +4%
AP
1479
Americana Partners
Texas
$3.32M +$163K +1,471 +5%
BWL
1480
Bogart Wealth LLC
Virginia
$3.31M +$700K +6,218 +27%
CA
1481
Claro Advisors
Massachusetts
$3.31M +$393K +3,493 +13%
SIA
1482
SeaBridge Investment Advisors
New Jersey
$3.31M +$80.6K +716 +2%
WBC
1483
West Branch Capital
Massachusetts
$3.3M -$7.88K -70 -0.2%
AFM
1484
Andesa Financial Management
Pennsylvania
$3.3M -$189K -1,679 -5%
WPA
1485
Winning Points Advisors
Florida
$3.3M +$59.3K +527 +2%
BKA
1486
Brick & Kyle Associates
Pennsylvania
$3.29M +$29.9K +318 +0.9%
WCM
1487
Wisconsin Capital Management
Wisconsin
$3.28M +$84.9K +754 +3%
BWM
1488
BNC Wealth Management
Oregon
$3.28M +$2.58M +22,914 +369%
AWA
1489
Arkadios Wealth Advisors
Georgia
$3.27M +$236K +2,094 +8%
CW
1490
CreativeOne Wealth
Kansas
$3.27M -$265K -2,356 -8%
MPIA
1491
Mountain Pacific Investment Advisers
Idaho
$3.27M -$106K -945 -3%
HA
1492
Herold Advisors
New York
$3.27M +$119K +1,060 +4%
SMI
1493
Shelter Mutual Insurance
Missouri
$3.27M – – –
HP
1494
Highlander Partners
Texas
$3.27M – – –
9WM
1495
9258 Wealth Management
Ohio
$3.26M +$98.5K +875 +3%
OPS
1496
Orion Portfolio Solutions
Nebraska
$3.26M +$239K +2,120 +8%
IC
1497
Inscription Capital
Texas
$3.24M +$1.39M +12,384 +75%
CIM
1498
Cambria Investment Management
California
$3.24M +$324K +2,880 +11%
ZCI
1499
Zevenbergen Capital Investments
Washington
$3.24M +$86.1K +765 +3%
PCA
1500
Peddock Capital Advisors
Massachusetts
$3.23M +$22.5K +200 +0.7%
58 59
60
61 62