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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 %
SOAMC
1701
Spirit of America Management Corp
New York
$2.48M – – –
LHC
1702
Little House Capital
Massachusetts
$2.47M -$20.5K -182 -0.8%
AAF
1703
Andra AP-fonden
Sweden
$2.47M +$2.47M +21,900 New
ESB
1704
Essex Savings Bank
Connecticut
$2.46M +$10.7K +95 +0.4%
GA
1705
Greytown Advisors
Florida
$2.46M +$10.1K +90 +0.4%
SWA
1706
SOA Wealth Advisors
New York
$2.45M -$121K -1,072 -5%
YIA
1707
YHB Investment Advisors
Connecticut
$2.45M +$42.3K +376 +2%
AIA
1708
Armor Investment Advisors
North Carolina
$2.45M -$71.7K -637 -3%
UIA
1709
UBP Investment Advisors
Switzerland
$2.44M -$154K -1,366 -6%
VWMG
1710
Virginia Wealth Management Group
Virginia
$2.43M +$34.7K +308 +1%
PPWP
1711
Proquility Private Wealth Partners
Nevada
$2.43M +$9.12K +81 +0.4%
MGWM
1712
Marks Group Wealth Management
Minnesota
$2.43M +$1.64M +14,593 +209%
BDF
1713
Balasa Dinverno & Foltz
$2.43M -$119K -1,058 -5%
IP
1714
Investment Partners
Ohio
$2.43M +$18.9K +168 +0.8%
RFMS
1715
RWQ Financial Management Services
Florida
$2.43M -$4.22M -37,460 -63%
FFA
1716
Founders Financial Alliance
North Carolina
$2.43M -$43.7K -388 -2%
ACP
1717
Ashfield Capital Partners
California
$2.42M +$35K +311 +1%
KS
1718
Karpas Strategies
Connecticut
$2.42M +$30.2K +268 +1%
MWM
1719
Modera Wealth Management
New Jersey
$2.41M +$154K +1,371 +7%
GFS
1720
GYL Financial Synergies
Connecticut
$2.41M +$229K +2,034 +11%
AHIA
1721
Andrew Hill Investment Advisors
Florida
$2.41M +$1.53M +13,565 +174%
APG
1722
Abacus Planning Group
South Carolina
$2.41M +$68.5K +608 +3%
SWMP
1723
Signature Wealth Management Partners
New Jersey
$2.41M +$79.6K +707 +3%
ST
1724
Sentinel Trust
Texas
$2.4M -$6.08K -54 -0.3%
CB
1725
CNB Bank
Pennsylvania
$2.4M +$87.3K +775 +4%
67 68
69
70 71