JPM icon

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 %
EWM
2101
Elmwood Wealth Management
California
$1.4M +$196K +1,740 +16%
CRCM
2102
Crystal Rock Capital Management
Illinois
$1.4M – – –
5L
2103
55I LLC
Massachusetts
$1.4M -$1.73M -15,349 -55%
RCA
2104
Ranch Capital Advisors
Florida
$1.4M -$41.1K -365 -3%
PWMG
2105
Prestige Wealth Management Group
New Jersey
$1.39M +$136K +1,205 +11%
IWS
2106
Insight Wealth Strategies
California
$1.39M +$224K +1,988 +19%
MIP
2107
Marietta Investment Partners
Wisconsin
$1.39M -$1.26M -11,225 -48%
HAIM
2108
Hunter Associates Investment Management
Pennsylvania
$1.39M +$1.01M +8,976 +268%
KIC
2109
Kensington Investment Counsel
California
$1.39M -$24.3K -216 -2%
WCM
2110
Windsor Capital Management
Arizona
$1.39M -$12.4K -110 -0.9%
LJCM
2111
Lee Johnson Capital Management
Texas
$1.39M +$30.6K +272 +2%
FP
2112
Fiduciary Planning
Florida
$1.38M +$184K +1,632 +15%
WDC
2113
Woodward Diversified Capital
California
$1.38M +$48.5K +431 +4%
VWM
2114
Venturi Wealth Management
Texas
$1.38M +$109K +965 +9%
SWM
2115
Selective Wealth Management
Virginia
$1.38M -$19.5K -173 -1%
PWM
2116
Palumbo Wealth Management
New York
$1.38M +$49.8K +442 +4%
AA
2117
Aire Advisors
California
$1.38M +$59.1K +524 +4%
BI
2118
Ballast Inc
Kentucky
$1.38M +$74K +657 +6%
KJWM
2119
Kiley Juergens Wealth Management
Washington
$1.38M +$1.38M +12,219 New
CA
2120
CoreCap Advisors
Michigan
$1.37M -$112K -992 -8%
AWM
2121
Accurate Wealth Management
Florida
$1.37M -$21.9K -192 -2%
TAM
2122
Trillium Asset Management
Massachusetts
$1.37M -$83.3K -740 -6%
MCC
2123
Money Concepts Capital
Florida
$1.37M -$1.6M -14,007 -54%
AGP
2124
Autumn Glory Partners
Texas
$1.36M +$318K +2,827 +30%
JGUA
2125
John G. Ullman & Associates
New York
$1.36M +$1.36M +12,113 New
83 84
85
86 87