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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 %
BLC
1926
Brown, Lisle/Cummings
Rhode Island
$1.83M -$19.8K -176 -1%
ACS
1927
Archford Capital Strategies
Illinois
$1.83M +$161K +1,427 +10%
BEC
1928
Blue Edge Capital
Virginia
$1.83M -$13.3K -118 -0.7%
CBFP
1929
Cedar Brook Financial Partners
Ohio
$1.83M +$65.3K +580 +4%
CWM
1930
Chesapeake Wealth Management
Virginia
$1.82M -$269K -2,385 -13%
FCCM
1931
First City Capital Management
Georgia
$1.82M +$15.5K +138 +0.9%
AIM
1932
Aspen Investment Management
Michigan
$1.81M -$810K -7,192 -31%
AWC
1933
Abundance Wealth Counselors
Pennsylvania
$1.81M +$35.4K +314 +2%
MWM
1934
Minot Wealth Management
Massachusetts
$1.81M -$700K -6,219 -28%
PWMG
1935
Pinnacle Wealth Management Group
Michigan
$1.81M +$16.9K +150 +0.9%
CA
1936
Corrado Advisors
New Jersey
$1.8M +$142K +1,264 +9%
SIA
1937
Strategic Investment Advisors
Michigan
$1.8M +$468K +4,157 +35%
GPFA
1938
Game Plan Financial Advisors
Ohio
$1.79M -$24.6K -220 -1%
BSA
1939
Bull Street Advisors
Georgia
$1.79M – – –
DTC
1940
Davidson Trust Company
Washington
$1.79M -$34.5K -306 -2%
GAM
1941
Grandview Asset Management
Pennsylvania
$1.78M -$67.9K -603 -4%
GGHC
1942
Gilder Gagnon Howe & Co
New York
$1.78M -$2.03K -18 -0.1%
IF
1943
Ironwood Financial
Arizona
$1.78M – – –
MIM
1944
Moseley Investment Management
Florida
$1.77M +$51K +453 +3%
AWM
1945
Aberdeen Wealth Management
Illinois
$1.77M -$9.01K -80 -0.5%
FNBOMD
1946
First National Bank of Mount Dora
Florida
$1.77M +$1.77M +15,719 New
CM
1947
Capula Management
Cayman Islands
$1.77M -$492K -4,368 -22%
MPCG
1948
Matrix Private Capital Group
New York
$1.76M -$7.77K -69 -0.4%
CWMU
1949
Caliber Wealth Management (Utah)
Utah
$1.75M +$18.2K +162 +1%
LWA
1950
Lineweaver Wealth Advisors
Ohio
$1.74M +$90.7K +806 +5%
76 77
78
79 80