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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
$5.59B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.57B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$854M
4
GA
Greenhaven Associates
New York
$511M
5
PIF
Public Investment Fund
Saudi Arabia
$434M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.31B
2
State Street
State Street
Massachusetts
$14.7B
3
Capital World Investors
Capital World Investors
California
$4.42B
4
BlackRock
BlackRock
New York
$22.2B
5
PI
Putnam Investments
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
376
Donaldson Capital Management
Indiana
$35.3M +$655K +5,818 +2%
WA
377
WestEnd Advisors
North Carolina
$35.2M +$35.2M +312,776 New
AIMCA
378
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$35.2M +$8.4M +74,602 +31%
CAI
379
Capital Advisors Inc
Oklahoma
$35.2M +$2.31M +20,533 +7%
AA
380
Ancora Advisors
Ohio
$34.9M +$863K +7,665 +3%
RJT
381
Raymond James Trust
Florida
$34.9M -$938K -8,333 -3%
CIC
382
Carnegie Investment Counsel
Ohio
$34.5M +$78.4K +696 +0.2%
Group One Trading
383
Group One Trading
Illinois
$34.5M +$30.7M +272,510 +804%
FP
384
Foundry Partners
Minnesota
$34.5M -$2.93M -25,983 -8%
PWAG
385
Polaris Wealth Advisory Group
California
$34.2M +$4.2M +37,340 +14%
EB
386
Eastern Bank
Massachusetts
$34.2M -$390K -3,467 -1%
NA
387
NewEdge Advisors
Louisiana
$34M -$16.9M -150,334 -33%
WTC
388
WhitTier Trust Company
Nevada
$34M +$1.29M +11,414 +4%
BIM
389
Bridges Investment Management
Nebraska
$34M +$877K +7,789 +3%
BPA
390
Beacon Pointe Advisors
California
$33.9M -$13.2M -117,241 -28%
BIAS
391
Beacon Investment Advisory Services
New Jersey
$33.8M +$56.4K +501 +0.2%
Mercer Global Advisors
392
Mercer Global Advisors
Colorado
$33.5M +$1.28M +11,380 +4%
PFM
393
Parsec Financial Management
North Carolina
$33.5M -$819K -7,270 -2%
HIMCH
394
Hartford Investment Management Co (HIMCO)
Connecticut
$33.1M +$226K +2,010 +0.7%
WorldQuant Millennium Advisors
395
WorldQuant Millennium Advisors
New York
$33M +$18.7M +166,214 +131%
AAM
396
Advisors Asset Management
Colorado
$32.9M -$295K -2,619 -0.9%
VCM
397
Vigilant Capital Management
Maine
$32.9M +$1.23M +10,966 +4%
MHI
398
Miller Howard Investments
New York
$32.7M +$1.78M +15,773 +6%
RMA
399
Roffman Miller Associates
Pennsylvania
$32.7M +$583K +5,177 +2%
MME
400
Meag Munich Ergo
Germany
$32.6M +$9.32M +82,724 +40%
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