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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 %
BHA
1776
Beech Hill Advisors
New York
$2.24M +$1.81M +16,100 +428%
PCG
1777
Prosperity Consulting Group
Maryland
$2.23M +$10.7K +95 +0.5%
EIM
1778
Essex Investment Management
Massachusetts
$2.23M – – –
SC
1779
Sawyer & Company
Massachusetts
$2.23M -$84.7K -752 -4%
AGAM
1780
Audent Global Asset Management
California
$2.23M -$609K -5,409 -21%
RCWM
1781
Royal Capital Wealth Management
Indiana
$2.23M +$9.8K +87 +0.4%
PRWA
1782
Platte River Wealth Advisors
Colorado
$2.23M +$653K +5,801 +42%
DBIA
1783
Dumont & Blake Investment Advisors
New Jersey
$2.22M +$15.9K +141 +0.7%
T
1784
TCWP
Ohio
$2.22M +$268K +2,382 +14%
AIC
1785
Archer Investment Corporation
Indiana
$2.22M – – –
CAC
1786
Certified Advisory Corp
Florida
$2.22M +$12.7K +113 +0.6%
HIC
1787
Harvey Investment Company
Kentucky
$2.21M -$225 -2 -0%
LFA
1788
Landmark Financial Advisors
Kentucky
$2.21M +$9.57K +85 +0.4%
PFSC
1789
Peoples Financial Services Corp
Pennsylvania
$2.21M +$52.4K +465 +2%
UCI
1790
Uncommon Cents Investing
Wisconsin
$2.21M +$672K +5,970 +44%
GWANC
1791
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.21M +$1.08M +9,569 +95%
KTC
1792
Kistler-Tiffany Companies
Pennsylvania
$2.21M -$117K -1,035 -5%
CPA
1793
Court Place Advisors
Maryland
$2.2M – – –
OC
1794
Oarsman Capital
Wisconsin
$2.2M -$46.4K -412 -2%
Edgewood Management
1795
Edgewood Management
Connecticut
$2.19M – – –
KA
1796
Kovack Advisors
Florida
$2.19M -$193K -1,714 -8%
FWP
1797
FAS Wealth Partners
Kansas
$2.18M +$265K +2,355 +14%
WWA
1798
WCG Wealth Advisors
Nevada
$2.18M +$2.18M +19,351 New
IWA
1799
Intercontinental Wealth Advisors
Texas
$2.17M -$140K -1,245 -6%
OWP
1800
Obermeyer Wealth Partners
Colorado
$2.17M +$11.3K +100 +0.5%
70 71
72
73 74