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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 %
AUB
651
Atlantic Union Bankshares
Virginia
$14.3M -$73K -648 -0.5%
EH
652
Equitable Holdings
New York
$14.3M +$1.28M +11,390 +10%
LW
653
Linscomb Wealth
Texas
$14.3M +$778K +6,911 +6%
MC
654
Middleton & Co
Massachusetts
$14.2M -$142K -1,260 -1%
BCM
655
Bourgeon Capital Management
Connecticut
$14.2M +$536K +4,756 +4%
VPIM
656
Vanguard Personalized Indexing Management
California
$14.2M +$2.67M +23,729 +23%
JMFC
657
J.M. Forbes & Co
Massachusetts
$14.1M -$25.4K -226 -0.2%
SW
658
SteelPeak Wealth
California
$14.1M +$9.27M +82,342 +191%
SCA
659
Stillwater Capital Advisors
Pennsylvania
$14.1M +$381K +3,382 +3%
NNPTE
660
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$14.1M +$102K +905 +0.7%
ADEF
661
Adams Diversified Equity Fund
Maryland
$14M – – –
RC
662
RegentAtlantic Capital
New Jersey
$14M +$55.2K +490 +0.4%
JIR
663
James Investment Research
Ohio
$14M -$28.2K -250 -0.2%
TCM
664
Tufton Capital Management
Maryland
$14M +$96.5K +857 +0.7%
M
665
MOTCO
Texas
$14M +$598K +5,313 +4%
CANC
666
Culbertson A N & Co
Virginia
$13.9M -$6.31K -56 -0%
AIMC
667
Alley Investment Management Company
Illinois
$13.9M +$39.5K +351 +0.3%
B
668
Bailard
California
$13.9M -$2.55M -22,606 -16%
CWM
669
Cabot Wealth Management
Massachusetts
$13.8M -$48.6K -432 -0.4%
RAM
670
Rempart Asset Management
Canada
$13.8M +$284K +2,520 +2%
MAM
671
Martingale Asset Management
Massachusetts
$13.8M -$9.72M -86,272 -41%
AP
672
Advisor Partners
California
$13.7M +$66.3K +589 +0.5%
SP
673
Sarasin & Partners
United Kingdom
$13.7M -$94.2M -836,403 -87%
FPCM
674
Financial Partners Capital Management
New York
$13.6M +$90.1K +800 +0.7%
AMI
675
Amica Mutual Insurance
Rhode Island
$13.5M +$1.13M +10,000 +9%
25 26
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