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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 %
DWM
551
Doyle Wealth Management
Florida
$19.5M +$51.6K +458 +0.3%
NFC
552
Northeast Financial Consultants
Connecticut
$19.5M -$199K -1,767 -1%
IC
553
IEQ Capital
California
$19.3M -$654K -5,807 -3%
RC
554
Randolph Company
Ohio
$19.3M – – –
RT
555
Rockland Trust
Massachusetts
$19.3M +$1.52M +13,472 +9%
BAAM
556
Baker Avenue Asset Management
California
$19.2M +$686K +6,095 +4%
BONST
557
Bank of Nova Scotia Trust
Ontario, Canada
$18.9M +$276K +2,448 +1%
SDJVC
558
St. Denis J. Villere & Co
Louisiana
$18.8M +$544K +4,835 +3%
CWM
559
Congress Wealth Management
Massachusetts
$18.6M -$444K -3,947 -2%
LBC
560
Lowe Brockenbrough & Co
Virginia
$18.6M -$252K -2,236 -1%
HAG
561
HighPoint Advisor Group
Illinois
$18.5M +$18.5M +165,630 New
VSI
562
Verde Servicos Internacionais
Brazil
$18.5M +$18.5M +164,200 New
RIL
563
Rothschild Investment LLC
Illinois
$18.5M +$516K +4,585 +3%
NMERB
564
New Mexico Educational Retirement Board
New Mexico
$18.5M -$901K -8,000 -5%
CAM
565
Carret Asset Management
New York
$18.4M +$26.7K +237 +0.1%
HR
566
Howe & Rusling
New York
$18.4M -$1.09M -9,703 -6%
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$18.4M +$235K +2,089 +1%
BCP
568
Blue Chip Partners
Michigan
$18.4M +$697K +6,186 +4%
AT
569
Arvest Trust
Oklahoma
$18.3M +$36.9K +328 +0.2%
FFIC
570
First Fiduciary Investment Counsel
Ohio
$18.3M +$127K +1,127 +0.7%
FSA
571
Franklin Street Advisors
North Carolina
$18.2M -$3.5M -31,057 -16%
TC
572
TwinBeech Capital
New York
$18.2M +$15M +132,984 +460%
TCOV
573
Trust Company of Vermont
Vermont
$17.9M +$1M +8,893 +6%
SC
574
SouthState Corp
Florida
$17.9M +$6.64K +59 +0%
AWCI
575
Alpine Woods Capital Investors
New York
$17.9M +$334K +2,963 +2%
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