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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 %
CPWA
2351
Cerro Pacific Wealth Advisors
California
$970K +$176K +1,558 +22%
DWM
2352
Defined Wealth Management
Oregon
$967K – – –
SFG
2353
Sather Financial Group
Texas
$965K – – –
CVM
2354
Cheviot Value Management
California
$963K -$3.94K -35 -0.4%
TFCP
2355
Twin Focus Capital Partners
Massachusetts
$963K +$9.24K +82 +1%
BCP
2356
Berkeley Capital Partners
Georgia
$963K +$153K +1,362 +19%
CWM
2357
Castle Wealth Management
Florida
$962K +$962K +8,545 New
SC
2358
Steph & Co
Wisconsin
$960K +$33K +293 +4%
HTHT
2359
Hemenway Trust Hemenway Trust
New Hampshire
$959K +$12.6K +112 +1%
FNA
2360
First National Advisers
Nebraska
$959K +$959K +8,512 New
CG
2361
Clarus Group
Texas
$958K -$11.3K -100 -1%
FNBTCON
2362
First National Bank & Trust Co of Newtown
Pennsylvania
$958K – – –
MAC
2363
Mason & Associates (California)
California
$958K +$10.5K +93 +1%
MFP
2364
Meridian Financial Partners
Virginia
$957K +$32.9K +285 +4%
CMANY
2365
Capital Management Associates (New York)
New York
$957K +$64.4K +572 +7%
RCM
2366
Raleigh Capital Management
North Carolina
$957K +$76.8K +682 +9%
EL
2367
ERN LLC
Delaware
$957K +$957K +8,500 New
BFA
2368
Beacon Financial Advisory
Ohio
$956K -$13.5K -120 -1%
CP
2369
CenterBook Partners
Connecticut
$955K +$955K +8,478 New
BIA
2370
Benchmark Investment Advisors
Illinois
$954K -$155K -1,372 -14%
NL
2371
Navalign LLC
California
$954K +$225 +2 +0%
THWM
2372
Taylor Hoffman Wealth Management
Virginia
$953K -$36K -316 -4%
HFAS
2373
Hummer Financial Advisory Services
Illinois
$952K -$43.1K -383 -4%
SHWM
2374
Silicon Hills Wealth Management
Texas
$949K -$8.34K -74 -0.9%
TWM
2375
Tradition Wealth Management
Minnesota
$948K -$9.46K -84 -1%
93 94
95
96 97