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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 %
SAM
526
Silvercrest Asset Management
New York
$20.9M +$159K +1,412 +0.8%
AWM
527
Absher Wealth Management
North Carolina
$20.8M +$1.81M +16,099 +10%
NMIFOAC
528
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$20.8M – – –
FNBT
529
FineMark National Bank & Trust
Florida
$20.7M -$123K -1,089 -0.6%
CA
530
Cullinan Associates
Kentucky
$20.6M +$1.47M +13,054 +8%
SSB
531
Sandy Spring Bank
Maryland
$20.6M -$20.9K -186 -0.1%
CTC
532
Central Trust Company
Missouri
$20.5M -$343K -3,042 -2%
CDH
533
Charles D. Hyman
$20.5M +$24K +213 +0.1%
CIA
534
Capital Investment Advisors
Georgia
$20.4M +$1.26M +11,185 +7%
WBG
535
Wharton Business Group
Pennsylvania
$20.4M +$876K +7,781 +4%
MCM
536
Maple Capital Management
Vermont
$20.3M +$831K +7,381 +4%
MIM
537
Marco Investment Management
Georgia
$20.2M +$126K +1,117 +0.6%
V
538
Veritable
Delaware
$20.1M -$114K -1,011 -0.6%
AP
539
Appleton Partners
Massachusetts
$20.1M +$199K +1,767 +1%
AAIM
540
American Assets Investment Management
California
$20M – – –
IAA
541
Independent Advisor Alliance
North Carolina
$20M +$242K +2,149 +1%
TBA
542
Tower Bridge Advisors
Pennsylvania
$19.9M -$409K -3,633 -2%
DDPIC
543
Deroy & Devereaux Private Investment Counsel
Michigan
$19.8M +$558K +4,951 +3%
BCM
544
BTR Capital Management
California
$19.8M +$571K +5,071 +3%
PCM
545
Palisade Capital Management
New Jersey
$19.8M -$349K -3,101 -2%
KIA
546
KCM Investment Advisors
California
$19.7M +$279K +2,482 +1%
KHLMVGHM
547
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.7M – – –
MLICM
548
Metropolitan Life Insurance Company (MetLife)
New York
$19.6M -$615K -5,459 -3%
WAM
549
Wilsey Asset Management
California
$19.6M +$352K +3,123 +2%
AAP
550
Aristotle Atlantic Partners
Florida
$19.6M +$424K +3,767 +2%
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