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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 %
FDCC
576
Foster Dykema Cabot & Co
Massachusetts
$17.7M -$80.1K -711 -0.5%
VV
577
Verity & Verity
South Carolina
$17.7M +$2.42M +21,518 +16%
KWILP
578
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.7M +$9.33M +82,823 +112%
AHB
579
Abner Herrman & Brock
New Jersey
$17.6M -$446K -3,962 -2%
PP
580
Prudential plc
United Kingdom
$17.5M +$3.78M +33,560 +28%
Connor, Clark & Lunn Investment Management (CC&L)
581
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$17.4M +$5.62M +49,940 +48%
BCM
582
Brookstone Capital Management
Illinois
$17.4M +$7.97M +69,656 +85%
KAS
583
Kemnay Advisory Services
New York
$17.3M – – –
WIC
584
Willis Investment Counsel
Georgia
$17.3M -$270K -2,400 -2%
Capstone Investment Advisors
585
Capstone Investment Advisors
New York
$17.2M -$10M -89,131 -37%
KHCM
586
Kettle Hill Capital Management
New York
$17.1M +$17.1M +152,253 New
SFA
587
Sequoia Financial Advisors
Ohio
$17.1M +$1.91M +16,934 +13%
FPCG
588
Fort Pitt Capital Group
Pennsylvania
$17.1M +$2.39M +21,233 +16%
AIM
589
Allen Investment Management
New York
$17.1M – – –
CFG
590
Citizens Financial Group
Rhode Island
$16.9M -$698K -6,200 -4%
WAS
591
Wesleyan Assurance Society
United Kingdom
$16.9M +$282K +2,500 +2%
CNAM
592
Campbell Newman Asset Management
Wisconsin
$16.9M -$3.54M -31,442 -17%
ICP
593
Ironvine Capital Partners
Nebraska
$16.9M +$2.59M +22,979 +18%
DMIC
594
Dixon Mitchell Investment Counsel
British Columbia, Canada
$16.9M +$131K +1,161 +0.8%
EIP
595
Easterly Investment Partners
Massachusetts
$16.9M +$1.54M +13,693 +10%
CAM
596
Congress Asset Management
Massachusetts
$16.8M -$3M -26,652 -15%
VW
597
Vantage Wealth
California
$16.7M +$2.71M +24,043 +19%
CIS
598
Capital International Sarl
California
$16.7M -$5.51M -48,967 -25%
USCWA
599
U.S. Capital Wealth Advisors
Texas
$16.7M +$713K +6,335 +4%
NRS
600
Neville Rodie & Shaw
New York
$16.7M -$456K -4,047 -3%
22 23
24
25 26