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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 %
GLA
1601
Great Lakes Advisors
Illinois
$2.83M -$309K -2,747 -10%
CAG
1602
Csenge Advisory Group
Florida
$2.82M +$120K +1,067 +4%
LRPA
1603
L. Roy Papp & Associates
Arizona
$2.82M -$17.6K -156 -0.6%
LIP
1604
Liontrust Investment Partners
United Kingdom
$2.82M – – –
VA
1605
Valmark Advisers
Ohio
$2.82M -$77.9K -692 -3%
WP
1606
WealthShield Partners
North Carolina
$2.82M +$57.7K +512 +2%
AU
1607
Algebris (UK)
United Kingdom
$2.82M +$2.82M +25,000 New
STA
1608
Summit Trail Advisors
New York
$2.81M +$528K +4,685 +23%
SWA
1609
Sutton Wealth Advisors
Florida
$2.81M +$131K +1,164 +5%
RFN
1610
RDA Financial Network
Iowa
$2.81M +$57.2K +508 +2%
PTP
1611
Platform Technology Partners
New York
$2.81M +$72.2K +641 +3%
BOS
1612
Bank of Stockton
California
$2.8M +$7.32K +65 +0.3%
BCM
1613
Blume Capital Management
California
$2.79M +$124K +1,099 +5%
SCI
1614
S&CO Inc
Massachusetts
$2.79M +$16.2K +144 +0.6%
AIP
1615
Almanack Investment Partners
Pennsylvania
$2.78M +$203K +1,800 +8%
MCWS
1616
McKinley Carter Wealth Services
West Virginia
$2.78M +$57.7K +512 +2%
BCFS
1617
Butensky & Cohen Financial Security
Florida
$2.78M +$169K +1,504 +6%
DAC
1618
Dividend Assets Capital
South Carolina
$2.78M +$563K +4,997 +25%
MFC
1619
Mechanics Financial Corp
Ohio
$2.77M +$2.25K +20 +0.1%
BCA
1620
Bernzott Capital Advisors
California
$2.77M +$2.77M +24,630 New
RWB
1621
RMR Wealth Builders
New Jersey
$2.74M -$162K -1,442 -6%
JWCA
1622
J.W. Coons Advisors
Ohio
$2.74M -$162K -1,439 -6%
NDSI
1623
Newman Dignan & Sheerar Inc
Rhode Island
$2.74M +$18.9K +168 +0.7%
CAM
1624
Chou Associates Management
Ontario, Canada
$2.73M – – –
BWM
1625
Bulltick Wealth Management
Florida
$2.72M +$677K +6,013 +33%
63 64
65
66 67