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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 %
EL
1901
EMFO LLC
Florida
$1.93M – – –
GKFF
1902
George Kaiser Family Foundation
Oklahoma
$1.91M – – –
CFFP
1903
Center for Financial Planning
Michigan
$1.91M +$4.84K +43 +0.3%
SDWIA
1904
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.91M +$5.52K +49 +0.3%
LOAMS
1905
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.91M -$689K -6,119 -27%
WCM
1906
Weik Capital Management
Pennsylvania
$1.9M +$141K +1,255 +8%
MWM
1907
Mattern Wealth Management
Kansas
$1.89M -$4.84K -43 -0.3%
MC
1908
Martin & Co
Tennessee
$1.89M +$39.2K +348 +2%
OIA
1909
Optimum Investment Advisors
Illinois
$1.88M +$6.08K +54 +0.3%
CCG
1910
Chatham Capital Group
Georgia
$1.88M +$486K +4,315 +35%
EI
1911
Ethic Inc
New York
$1.88M +$23.4K +208 +1%
MCA
1912
Magnolia Capital Advisors
Mississippi
$1.87M -$22.1K -196 -1%
AFP
1913
Ausdal Financial Partners
Iowa
$1.87M -$134K -1,190 -7%
PPW
1914
Pinnacle Private Wealth
Massachusetts
$1.87M -$54.6K -485 -3%
VCP
1915
Verus Capital Partners
Arizona
$1.87M -$205K -1,713 -10%
BWM
1916
BCGM Wealth Management
Indiana
$1.87M -$41K -355 -2%
BCA
1917
Bay Colony Advisors
Massachusetts
$1.86M -$440K -3,814 -19%
WCM
1918
WealthBridge Capital Management
Ohio
$1.86M +$106K +939 +6%
RDFA
1919
Ritter Daniher Financial Advisory
Ohio
$1.85M +$563 +5 +0%
CAM
1920
Covenant Asset Management
New Jersey
$1.85M +$25K +222 +1%
B
1921
Barings
North Carolina
$1.85M -$524K -4,654 -22%
AWM
1922
Aries Wealth Management
Maine
$1.85M +$1.85M +16,384 New
GFP
1923
Gryphon Financial Partners
Ohio
$1.84M +$160K +1,425 +10%
PWA
1924
Providence Wealth Advisors
Illinois
$1.84M +$78.5K +704 +4%
NIMI
1925
Natixis Investment Managers International
France
$1.83M +$301K +2,673 +20%
75 76
77
78 79