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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 %
WA
2176
Wealth Architects
California
$1.25M +$15K +133 +1%
NW
2177
Naviter Wealth
Arkansas
$1.25M +$1.25M +11,066 New
SCG
2178
Sonata Capital Group
Washington
$1.24M -$67.6K -600 -5%
FMP
2179
Financial Management Professionals
Texas
$1.24M +$157K +1,392 +14%
PIMG
2180
Patriot Investment Management Group
Tennessee
$1.24M -$20.7K -184 -2%
FWM
2181
Finer Wealth Management
Massachusetts
$1.24M +$160K +1,420 +15%
GA
2182
GoalVest Advisory
New York
$1.24M -$52.5K -466 -4%
OCPWS
2183
One Charles Private Wealth Services
Massachusetts
$1.24M +$15.6K +139 +1%
CAL
2184
Capital Advisors Ltd
Ohio
$1.23M +$14K +124 +1%
SFM
2185
Signet Financial Management
New Jersey
$1.23M +$418K +3,708 +51%
BWM
2186
BlackDiamond Wealth Management
New York
$1.23M -$2.29K -20 -0.2%
TEC
2187
Tiger Eye Capital
Tennessee
$1.23M – – –
CM
2188
Corvex Management
New York
$1.23M – – –
JFA
2189
JNBA Financial Advisors
Minnesota
$1.23M -$19.7K -175 -2%
TAIM
2190
TD Ameritrade Investment Management
Nebraska
$1.22M -$362K -3,216 -23%
AC
2191
Avestar Capital
New York
$1.22M -$25.1K -223 -2%
MHIC
2192
Marble Harbor Investment Counsel
Massachusetts
$1.22M +$50.3K +447 +4%
HBW
2193
Hazlett, Burt & Watson
West Virginia
$1.22M -$21.8K -194 -2%
FFMBT
2194
First Farmers & Merchants Bank Trust
Tennessee
$1.22M +$10.9K +97 +0.9%
LM
2195
Lincluden Management
Ontario, Canada
$1.21M – – –
CASB
2196
Cape Ann Savings Bank
Massachusetts
$1.21M -$10K -89 -0.8%
OCM
2197
Orleans Capital Management
Louisiana
$1.21M -$8.45K -75 -0.7%
GCM
2198
Galibier Capital Management
Ontario, Canada
$1.21M +$440K +3,904 +57%
NFSG
2199
Newbridge Financial Services Group
Florida
$1.21M +$132K +1,172 +12%
WAAG
2200
Wealth Alliance Advisory Group
Kansas
$1.21M +$217K +1,926 +22%
86 87
88
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