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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 %
KRSITF
751
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$11.3M +$1.48M +13,114 +15%
ASN
752
Advisory Services Network
Georgia
$11.3M +$690K +6,131 +7%
NEAM
753
New England Asset Management
Connecticut
$11.2M +$146K +1,300 +1%
FAT
754
First American Trust
California
$11.2M +$221K +1,964 +2%
SCA
755
Snowden Capital Advisors
New York
$11.2M +$41.4K +368 +0.4%
ERIC
756
Eagle Rock Investment Company
Georgia
$11.2M -$296K -2,633 -3%
MA
757
Montag & Associates
Georgia
$11.1M +$83.3K +740 +0.8%
TTWM
758
TCV Trust & Wealth Management
Virginia
$11.1M +$382K +3,389 +4%
CNC
759
Canandaigua National Corp
New York
$11M -$621K -5,514 -5%
YC
760
Yarbrough Capital
Tennessee
$11M -$225 -2 -0%
BCM
761
Bridgeway Capital Management
Texas
$11M – – –
Parallax Volatility Advisers
762
Parallax Volatility Advisers
California
$11M +$658K +5,844 +6%
BFA
763
Bragg Financial Advisors
North Carolina
$10.9M +$487K +4,328 +5%
MSS
764
Mitchell Sinkler & Starr
Pennsylvania
$10.9M +$57.4K +510 +0.5%
WCMN
765
Westchester Capital Management (Nebraska)
Nebraska
$10.9M +$120K +1,066 +1%
VCA
766
Verdence Capital Advisors
Maryland
$10.9M -$258K -2,289 -2%
MCM
767
Murphy Capital Management
New Jersey
$10.8M -$136K -1,209 -1%
EWM
768
Edge Wealth Management
New York
$10.8M +$146K +1,296 +1%
BFEC
769
Benjamin F. Edwards & Company
Missouri
$10.8M +$264K +2,340 +3%
BCM
770
BTC Capital Management
Iowa
$10.8M +$931K +8,283 +9%
TC
771
Telemus Capital
Michigan
$10.8M -$209K -1,855 -2%
FNFDCM
772
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$10.7M +$105K +931 +1%
PIM
773
Penobscot Investment Management
Massachusetts
$10.7M +$24.7K +219 +0.2%
IA
774
IFP Advisors
Florida
$10.7M – – –
BHWM
775
Bar Harbor Wealth Management
New Hampshire
$10.7M +$1.2M +10,614 +13%
29 30
31
32 33