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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 %
M2MC
726
Matthew 25 Management Corp
Pennsylvania
$11.8M – – –
Wealth Enhancement Advisory Services
727
Wealth Enhancement Advisory Services
Minnesota
$11.7M +$6.43M +56,224 +121%
NWM
728
Nicola Wealth Management
British Columbia, Canada
$11.7M +$845K +7,500 +8%
WC
729
Whitney & Co
New York
$11.7M +$58.4K +519 +0.5%
TIP
730
Torray Investment Partners
Maryland
$11.7M +$1.58M +14,053 +16%
DT
731
Diversified Trust
Tennessee
$11.7M +$365K +3,244 +3%
WTB
732
Washington Trust Bank
Washington
$11.7M +$527K +4,680 +5%
CTA
733
Colonial Trust Advisors
South Carolina
$11.7M -$74.9K -665 -0.6%
SPC
734
Sigma Planning Corp
Michigan
$11.7M -$350K -3,109 -3%
SHFA
735
SS&H Financial Advisors
Michigan
$11.6M -$3.49K -31 -0%
IAN
736
Integrated Advisors Network
Texas
$11.6M +$1.94M +17,252 +20%
RCP
737
Rothschild Capital Partners
New York
$11.6M – – –
FFBTD
738
First Financial Bank - Trust Division
Ohio
$11.6M +$231K +2,053 +2%
LFM
739
LGT Fund Management
Liechtenstein
$11.6M -$365K -3,241 -3%
FFM
740
Fullerton Fund Management
Singapore
$11.6M -$1.33M -11,805 -10%
NB
741
NBT Bank
New York
$11.6M +$34.1K +303 +0.3%
WS
742
Wedbush Securities
California
$11.5M +$152K +1,350 +1%
NCM
743
Novare Capital Management
North Carolina
$11.5M -$64.3K -571 -0.6%
VIM
744
Vancity Investment Management
British Columbia, Canada
$11.5M -$4.89M -43,442 -30%
VAS
745
Vestmark Advisory Solutions
Massachusetts
$11.5M -$131K -1,160 -1%
CIA
746
CCM Investment Advisers
South Carolina
$11.4M +$298K +2,645 +3%
IA
747
Integrity Advisory
Kansas
$11.4M +$7.32M +65,042 +179%
UBV
748
United Bank (Virginia)
Virginia
$11.4M -$276K -2,447 -2%
Carson Wealth (CWM LLC)
749
Carson Wealth (CWM LLC)
Nebraska
$11.4M +$832K +7,386 +8%
CA
750
Clearstead Advisors
Ohio
$11.4M +$366K +3,248 +3%
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