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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 %
HBT
2076
Heartland Bank & Trust
Illinois
$1.44M +$30K +266 +2%
MSFS
2077
Main Street Financial Solutions
Pennsylvania
$1.43M -$187K -1,662 -12%
HPWM
2078
Highland Private Wealth Management
Washington
$1.43M +$168K +1,487 +13%
I
2079
INVST
Indiana
$1.43M +$23.8K +201 +2%
SWRP
2080
Summit Wealth & Retirement Planning
California
$1.43M +$62.3K +553 +5%
IDBONY
2081
Israel Discount Bank of New York
New York
$1.43M -$5.18K -46 -0.4%
ED
2082
Exane Derivatives
France
$1.43M -$192K -1,706 -12%
TA
2083
Townsend & Associates
Colorado
$1.43M +$125K +1,108 +10%
ATFA
2084
All Terrain Financial Advisors
Minnesota
$1.42M +$219K +1,947 +18%
AFS
2085
Access Financial Services
Minnesota
$1.42M -$113K -1,001 -7%
DFA
2086
Delta Financial Advisors
Louisiana
$1.42M +$6.08K +54 +0.4%
KLWA
2087
Kelly Lawrence W & Associates
California
$1.42M +$28.1K +250 +2%
NHC
2088
Nicholas Hoffman & Company
Georgia
$1.42M +$39K +346 +3%
PIA
2089
Perennial Investment Advisors
California
$1.42M +$36.6K +326 +3%
KA
2090
KLCM Advisors
Wisconsin
$1.42M +$25.4K +226 +2%
FWP
2091
Falcon Wealth Planning
California
$1.41M +$1.69K +15 +0.1%
KMWM
2092
Keudell/Morrison Wealth Management
Oregon
$1.41M +$35.9K +319 +3%
VT
2093
Vise Technologies
New York
$1.41M +$396K +3,519 +39%
AI
2094
AXS Investments
New York
$1.4M +$372K +3,301 +36%
CAM
2095
Costello Asset Management
Pennsylvania
$1.4M -$6.87K -61 -0.5%
BWP
2096
BSW Wealth Partners
Colorado
$1.4M +$5.41K +48 +0.4%
TFA
2097
Trinity Financial Advisors
Ohio
$1.4M +$200K +1,777 +17%
PWPS
2098
Pinnacle Wealth Planning Services
Ohio
$1.4M -$4.38M -38,887 -76%
SPWM
2099
Schrum Private Wealth Management
Florida
$1.4M -$43.1K -383 -3%
WCBA
2100
Weaver C. Barksdale & Associates
Tennessee
$1.4M +$84.9K +754 +6%
82 83
84
85 86