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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 %
CCP
776
Corient Capital Partners
California
$10.7M -$1.09M -9,666 -9%
MGIA
777
Moneta Group Investment Advisors
Missouri
$10.7M +$740K +6,420 +7%
PAS
778
Park Avenue Securities
New York
$10.7M +$771K +6,846 +8%
SIMG
779
Sonora Investment Management Group
Arizona
$10.6M +$887K +7,875 +9%
LNC
780
Lincoln National Corp
Pennsylvania
$10.6M -$154K -1,370 -1%
LNB
781
Ledyard National Bank
$10.6M +$124K +1,098 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
782
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.5M -$18.8M -167,151 -64%
CBOR
783
Community Bank of Raymore
Missouri
$10.5M -$32.7K -290 -0.3%
FFM
784
Forum Financial Management
Illinois
$10.5M +$827K +7,346 +9%
CCC
785
Cincinnati Casualty Company
Ohio
$10.5M – – –
CSUI
786
Cincinnati Specialty Underwriters Insurance
Ohio
$10.5M – – –
SHGA
787
Sand Hill Global Advisors
California
$10.5M +$303K +2,690 +3%
EGM
788
Engineers Gate Manager
New York
$10.4M +$5.16M +45,852 +98%
FA
789
FDx Advisors
Illinois
$10.4M -$3.58M -31,801 -26%
CBB
790
Citizens Business Bank
California
$10.4M -$60.1K -534 -0.6%
DY
791
Dowling & Yahnke
California
$10.4M +$351K +3,116 +3%
TPCW
792
TD Private Client Wealth
New York
$10.4M +$420K +3,734 +4%
SCP
793
Stamos Capital Partners
California
$10.3M +$1.67M +14,860 +19%
CWM
794
Circle Wealth Management
New Jersey
$10.3M +$232K +2,061 +2%
MYAM
795
Meiji Yasuda Asset Management
Japan
$10.3M +$149K +1,325 +1%
EWM
796
Endurance Wealth Management
Rhode Island
$10.3M +$72K +639 +0.7%
SGA
797
Strategic Global Advisors
California
$10.3M +$1.08M +9,576 +12%
RPC
798
Rossmore Private Capital
Connecticut
$10.2M -$42.8K -380 -0.4%
AF
799
Alerus Financial
North Dakota
$10.2M +$600K +5,325 +6%
BIA
800
Biondo Investment Advisors
Pennsylvania
$10.2M +$342K +3,040 +3%
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