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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 %
GCA
1651
Gradient Capital Advisors
California
$2.64M -$20.3K -180 -0.8%
XSC
1652
X-Square Capital
Puerto Rico
$2.63M -$116K -1,034 -4%
SW
1653
StrongBox Wealth
Missouri
$2.61M +$250K +2,223 +11%
RCAG
1654
Rehmann Capital Advisory Group
Michigan
$2.61M -$12.5K -111 -0.5%
NPA
1655
Nichols & Pratt Advisers
Massachusetts
$2.61M – – –
VNA
1656
Valley National Advisers
Pennsylvania
$2.6M +$368K +3,210 +16%
MAM
1657
Mystic Asset Management
Rhode Island
$2.6M +$67K +595 +3%
TA
1658
Tiedemann Advisors
New York
$2.6M -$380K -3,374 -13%
AFA
1659
Abacus FCF Advisors
Florida
$2.57M -$105K -936 -4%
PVH
1660
Psagot Value Holdings
Israel
$2.57M -$5.19M -46,054 -67%
LCM
1661
Liberty Capital Management
Michigan
$2.57M +$18.6K +165 +0.7%
IFWM
1662
Institute for Wealth Management
Colorado
$2.57M +$120K +1,062 +5%
EWM
1663
Evermay Wealth Management
Virginia
$2.56M -$19.7K -175 -0.8%
WOC
1664
West Oak Capital
California
$2.56M -$30.1K -267 -1%
WPW
1665
Warther Private Wealth
Ohio
$2.56M +$260K +2,277 +11%
NSB
1666
Norway Savings Bank
Maine
$2.56M +$4.73K +42 +0.2%
VFA
1667
Voya Financial Advisors
Connecticut
$2.56M +$1.5M +12,974 +141%
ITIM
1668
Indiana Trust & Investment Management
Indiana
$2.56M -$13.2K -117 -0.5%
MA
1669
Modus Advisors
Minnesota
$2.55M +$144K +1,280 +6%
CWA
1670
Clarity Wealth Advisors
California
$2.55M +$188K +1,670 +8%
V
1671
VeraBank
Texas
$2.55M +$137K +1,213 +6%
NCM
1672
NCM Capital Management
New Jersey
$2.55M +$1.24K +11 +0%
CH
1673
Canton Hathaway
Rhode Island
$2.55M – – –
CAN
1674
Claraphi Advisory Network
United States
$2.55M +$118K +1,051 +5%
UHC
1675
Union Heritage Capital
Michigan
$2.55M – – –
65 66
67
68 69