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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 %
CAM
2276
Cozad Asset Management
Illinois
$1.08M -$33.8K -300 -3%
HBWM
2277
Hollow Brook Wealth Management
New York
$1.08M – – –
CG
2278
Corundum Group
Colorado
$1.08M +$168K +1,494 +18%
AA
2279
Auxano Advisors
Washington
$1.08M +$19.3K +171 +2%
NF
2280
NTB Financial
Colorado
$1.08M +$68.2K +605 +7%
PC
2281
PhiloSmith Capital
Connecticut
$1.08M -$39.4K -350 -4%
OPOWM
2282
One Plus One Wealth Management
Florida
$1.08M +$10.9K +97 +1%
SRC
2283
Sage Rhino Capital
California
$1.07M +$23.5K +209 +2%
PIA
2284
Pinion Investment Advisors
Kansas
$1.07M -$22.3K -198 -2%
MCWA
2285
Meadow Creek Wealth Advisors
Georgia
$1.07M +$13.2K +117 +1%
FPGK
2286
Financial Partners Group (Kansas)
Kansas
$1.06M +$59K +524 +6%
DWM
2287
Drive Wealth Management
Utah
$1.06M +$146K +1,298 +16%
MLA
2288
My Legacy Advisors
Oregon
$1.06M +$84.6K +749 +9%
WWM
2289
Westwood Wealth Management
California
$1.06M -$6.76K -60 -0.6%
Fiera Capital (Canada)
2290
Fiera Capital (Canada)
Quebec, Canada
$1.06M – – –
TWP
2291
Tempus Wealth Planning
California
$1.06M – – –
RWP
2292
Ridgecrest Wealth Partners
California
$1.05M +$33.4K +297 +3%
PCS
2293
Personal CFO Solutions
New Jersey
$1.05M +$101K +897 +11%
HVM
2294
Harvest Volatility Management
Connecticut
$1.05M +$105K +934 +11%
GSWM
2295
Greenup Street Wealth Management
Michigan
$1.05M +$1.05M +9,305 New
BWM
2296
Baystate Wealth Management
Massachusetts
$1.05M +$64.7K +574 +7%
ZB
2297
Zions Bancorporation
Utah
$1.05M -$1.41M -12,550 -57%
DIA
2298
Davidson Investment Advisors
Montana
$1.05M -$30.4K -270 -3%
HCM
2299
HM Capital Management
Missouri
$1.05M +$682K +6,055 +188%
DL
2300
DOHJ LLC
Washington
$1.04M +$32.3K +287 +3%
90 91
92
93 94