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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 %
CFA
1876
Compass Financial Advisors
Indiana
$1.99M +$17.7K +157 +0.9%
JE
1877
JMAC Enterprises
Pennsylvania
$1.99M +$136K +1,204 +7%
1WA
1878
180 Wealth Advisors
Washington
$1.99M +$43.2K +379 +2%
WA
1879
Wealth Alliance
New York
$1.98M +$187K +1,665 +10%
FCAG
1880
First Capital Advisors Group
New Jersey
$1.98M +$10.3K +91 +0.5%
ATWA
1881
Arbor Trust Wealth Advisors
Michigan
$1.97M +$104K +925 +6%
AF
1882
Aldebaran Financial
$1.97M -$330K -2,953 -14%
EWM
1883
Empirical Wealth Management
Washington
$1.97M +$798K +7,091 +68%
KF
1884
Krilogy Financial
Missouri
$1.97M +$19.5K +173 +1%
EWA
1885
EverSource Wealth Advisors
Alabama
$1.97M +$207K +1,839 +12%
TP
1886
Tranquility Partners
Tennessee
$1.96M +$220K +1,954 +13%
BCM
1887
Boltwood Capital Management
California
$1.96M -$18K -160 -0.9%
TPWM
1888
Twelve Points Wealth Management
Massachusetts
$1.96M -$4.73K -42 -0.2%
ZIG
1889
Zullo Investment Group
Pennsylvania
$1.96M +$82.9K +736 +4%
FPIS
1890
Financial Planning & Information Services
Wisconsin
$1.96M – – –
Aristotle Capital Management
1891
Aristotle Capital Management
California
$1.96M -$545K -4,843 -22%
LOIM
1892
Liberty One Investment Management
Illinois
$1.95M -$115K -739 -6%
LWIC
1893
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.95M +$1.06M +7,315 +119%
JWM
1894
Jeppson Wealth Management
California
$1.95M +$211K +1,874 +12%
BCM
1895
Bayesian Capital Management
New York
$1.95M +$1.95M +17,290 New
FFA
1896
Fragasso Financial Advisors
Pennsylvania
$1.95M -$29.6K -263 -2%
APC
1897
Aristotle Pacific Capital
California
$1.94M – – –
PFBT
1898
Parkside Financial Bank & Trust
Missouri
$1.94M -$43.3K -384 -2%
CL
1899
Choreo LLC
Illinois
$1.94M +$47.8K +424 +3%
DI
1900
DFPG Investments
Utah
$1.94M +$308K +2,756 +19%
74 75
76
77 78