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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 %
AAS
626
Avantax Advisory Services
Texas
$15.4M +$517K +4,594 +3%
CIM
627
Courant Investment Management
Tennessee
$15.4M – – –
AC
628
Allstate Corporation
Illinois
$15.3M +$4.97M +44,156 +48%
LS
629
Livforsakringsbolaget Skandia
Sweden
$15.2M -$1.16M -10,300 -7%
OPCM
630
Osborne Partners Capital Management
California
$15.2M +$1.08M +9,553 +8%
ECM
631
Evergreen Capital Management
Washington
$15.1M +$1.12M +9,920 +8%
FMLI
632
Fukoku Mutual Life Insurance
Japan
$15.1M -$45K -400 -0.3%
HLCM
633
Hi-Line Capital Management
South Dakota
$15.1M +$405K +3,598 +3%
DR
634
Davis Rea
Ontario, Canada
$15M +$14.1M +125,591 +1,585%
SCA
635
Stonebridge Capital Advisors
Minnesota
$15M +$704K +6,253 +5%
NCM
636
Noesis Capital Mangement
Florida
$14.9M -$477K -4,240 -3%
FLII
637
First Long Island Investors
New York
$14.9M +$1.64M +14,551 +12%
RC
638
RBO & Co
California
$14.8M +$1.25M +11,068 +9%
BOTW
639
Bank of the West
California
$14.8M -$147K -1,305 -1%
MC
640
Moors & Cabot
Massachusetts
$14.8M -$135K -1,196 -0.9%
NMIMC
641
Northwestern Mutual Investment Management Company
Wisconsin
$14.8M +$136K +1,211 +0.9%
CA
642
Callahan Advisors
Texas
$14.8M +$248K +2,201 +2%
AFG
643
Albion Financial Group
Utah
$14.8M +$403K +3,580 +3%
UH
644
Unigestion Holding
Switzerland
$14.7M -$19.1M -169,228 -56%
HFS
645
Hantz Financial Services
Michigan
$14.7M +$954K +8,473 +7%
KPWS
646
Kestra Private Wealth Services
Texas
$14.6M +$1.95M +17,284 +15%
HP
647
Hosking Partners
United Kingdom
$14.6M -$2.86M -25,386 -16%
FAB
648
First American Bank
Illinois
$14.6M -$575K -5,109 -4%
KCM
649
Kanawha Capital Management
Virginia
$14.5M +$3.94K +35 +0%
BCV
650
Banque Cantonale Vaudoise
Switzerland
$14.4M -$984K -8,740 -6%
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