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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 %
FWM
2301
Foresight Wealth Management
Utah
$1.04M +$101K +898 +11%
GC
2302
Gilbert & Cook
Iowa
$1.04M +$9.35K +83 +0.9%
SCP
2303
Syntal Capital Partners
Texas
$1.04M +$246K +2,184 +31%
CWS
2304
Cypress Wealth Services
California
$1.04M +$416K +3,692 +67%
LCM
2305
LVM Capital Management
Michigan
$1.04M – – –
SIG
2306
Sky Investment Group
Connecticut
$1.04M +$35.4K +314 +4%
TCPWM
2307
Traverso Chambers Private Wealth Management
California
$1.03M +$53.5K +475 +5%
AWG
2308
Altus Wealth Group
Colorado
$1.03M +$14.4K +88 +1%
LAS
2309
LWM Advisory Services
Florida
$1.03M +$373K +3,308 +57%
CI
2310
CAZ Investments
Texas
$1.03M +$180K +1,600 +21%
CIA
2311
Citadel Investment Advisory
Ohio
$1.02M -$14.1K -125 -1%
HR
2312
Hardy Reed
Mississippi
$1.02M +$7.32K +65 +0.7%
BSI
2313
Bennett Selby Investments
Maine
$1.02M -$159K -1,415 -14%
SLWA
2314
San Luis Wealth Advisors
California
$1.02M -$326K -2,898 -24%
CA
2315
Carson Advisory
Georgia
$1.02M +$101K +896 +11%
GCM
2316
Gladius Capital Management
Illinois
$1.02M +$755K +6,701 +291%
MCM
2317
Mendel Capital Management
Arkansas
$1.01M -$16.8K -149 -2%
KCM
2318
KRS Capital Management
Michigan
$1.01M +$8.56K +76 +0.9%
AAM
2319
Ascension Asset Management
New York
$1.01M +$1.01M +8,954 New
CSB
2320
City State Bank
Iowa
$1.01M +$1.13K +10 +0.1%
SIC
2321
Samalin Investment Counsel
New York
$1.01M +$32.9K +292 +3%
F
2322
F3Logic
Minnesota
$1M +$775K +6,883 +338%
1IA
2323
1620 Investment Advisors
Massachusetts
$1M +$73.1K +649 +8%
HI
2324
Hendershot Investments
Virginia
$999K – – –
CBT
2325
Central Bank & Trust
Kentucky
$999K +$4.05K +36 +0.4%
91 92
93
94 95