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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 %
OIM
2376
Orca Investment Management
Oregon
$948K +$15.2K +135 +2%
GTAM
2377
Global Trust Asset Management
Florida
$947K -$35.1K -312 -4%
TGAM
2378
TBH Global Asset Management
Tennessee
$943K -$376K -3,342 -29%
FWA
2379
FSM Wealth Advisors
Ohio
$938K +$938K +8,202 New
CFS
2380
CRA Financial Services
New Jersey
$936K -$156K -1,389 -14%
SC
2381
Searle & Co
Connecticut
$936K – – –
NCA
2382
New Century Advisors
Maryland
$936K – – –
CWC
2383
Carolinas Wealth Consulting
North Carolina
$936K +$52.6K +467 +6%
WAL
2384
W Advisors LLC
Tennessee
$935K +$5.85K +52 +0.6%
MSCM
2385
McElhenny Sheffield Capital Management
Texas
$931K – – –
KWM
2386
KerberRose Wealth Management
Wisconsin
$931K +$931K +8,265 New
SAM
2387
SignalPoint Asset Management
Missouri
$930K +$40.6K +361 +5%
ACM
2388
Ayrshire Capital Management
Connecticut
$929K -$87.9K -780 -9%
EM
2389
ELCO Management
New York
$924K -$9.12K -81 -1%
BIA
2390
Bigelow Investment Advisors
Maine
$924K +$90.4K +803 +11%
PFC
2391
Phocas Financial Corp
California
$923K -$204K -1,815 -18%
LB
2392
Legacy Bridge
Iowa
$923K – – –
KTA
2393
Keeley-Teton Advisors
Illinois
$923K +$10.3K +91 +1%
SFWA
2394
Summit Financial Wealth Advisors
Louisiana
$923K +$61.1K +530 +7%
LWM
2395
Lionsbridge Wealth Management
Florida
$922K -$57.1K -507 -6%
CPA
2396
Cardiff Park Advisors
California
$922K +$32.1K +285 +4%
Members Trust
2397
Members Trust
Florida
$921K -$8.45K -75 -0.9%
SQA
2398
Simon Quick Advisors
New Jersey
$918K +$233K +2,011 +34%
BFG
2399
Bouchey Financial Group
New York
$916K +$225 +2 +0%
BPGAM
2400
BTG Pactual Global Asset Management
Bermuda
$915K +$915K +8,127 New
94 95
96
97 98