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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 %
CCM
476
Chilton Capital Management
Texas
$24.3M -$5.24M -46,496 -18%
Wealthfront Advisers
477
Wealthfront Advisers
California
$24.2M +$3.02M +26,786 +14%
MIA
478
MMBG Investment Advisors
Florida
$24.1M +$916K +8,134 +4%
JIC
479
Johnson Investment Counsel
Ohio
$24.1M -$304K -2,703 -1%
NIM
480
Northeast Investment Management
Massachusetts
$23.9M -$478K -4,245 -2%
OC
481
Oakworth Capital
Alabama
$23.8M +$936K +8,314 +4%
GGS
482
Galvin Gaustad & Stein
Arizona
$23.8M +$420K +3,732 +2%
SPC
483
Stewart & Patten Company
California
$23.7M +$659K +5,850 +3%
HW
484
Hancock Whitney
Mississippi
$23.7M -$236K -2,093 -1%
HCMG
485
Howard Capital Management Group
California
$23.6M -$199K -1,765 -0.8%
CTA
486
Chesley Taft & Associates
Illinois
$23.5M -$78K -693 -0.3%
SSWM
487
Smith Salley Wealth Management
North Carolina
$23.5M +$1.17M +10,361 +5%
LCS
488
Levin Capital Strategies
New York
$23.4M -$1.2M -10,623 -5%
SIC
489
Salem Investment Counselors
North Carolina
$23.4M +$1.08M +9,585 +5%
BSA
490
Braun Stacey Associates
New York
$23.4M -$2.53M -22,496 -10%
MIM
491
Manitou Investment Management
Ontario, Canada
$23.3M -$154K -1,372 -0.7%
BPCE
492
Bank Pictet & Cie (Europe)
Germany
$23.3M – – –
EGA
493
Eagle Global Advisors
Texas
$23.1M -$172K -1,526 -0.7%
ECM
494
ExodusPoint Capital Management
New York
$23.1M +$21.5M +190,739 +1,293%
ACA
495
Anchor Capital Advisors
Massachusetts
$23M -$2.46M -21,817 -10%
LI
496
LMCG Investments
Massachusetts
$23M +$75.2K +668 +0.3%
Lido Advisors
497
Lido Advisors
California
$22.9M +$2.06M +18,309 +10%
ECM
498
Estabrook Capital Management
New York
$22.8M -$198K -1,762 -0.9%
MLL
499
Moody Lynn & Lieberson
Massachusetts
$22.8M -$988K -8,773 -4%
Walleye Trading
500
Walleye Trading
New York
$22.7M +$20.3M +179,921 +818%
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