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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 %
RIM
801
Regent Investment Management
Kentucky
$10.2M -$71.2K -632 -0.7%
CFC
802
Cincinnati Financial Corp
Ohio
$10.1M – – –
LIM
803
Leavell Investment Management
Alabama
$10.1M +$84.1K +747 +0.8%
FCH
804
Freestone Capital Holdings
Washington
$10.1M -$783K -6,953 -7%
SIA
805
Sit Investment Associates
Minnesota
$10.1M -$490K -4,355 -5%
TCA
806
Transcend Capital Advisors
New Jersey
$10M +$5.97K +53 +0.1%
CP
807
Corbenic Partners
Pennsylvania
$10M +$719K +6,389 +8%
PAG
808
Private Advisory Group
Washington
$10M -$519K -4,611 -5%
BIC
809
Beach Investment Counsel
Pennsylvania
$9.97M -$3.94K -35 -0%
GWM
810
Geneos Wealth Management
Colorado
$9.95M +$511K +4,479 +5%
BBHC
811
Brown Brothers Harriman & Co
New York
$9.9M -$91.7K -814 -0.9%
CIA
812
Choate Investment Advisors
Massachusetts
$9.89M -$19.1K -170 -0.2%
HWM
813
HB Wealth Management
Georgia
$9.89M +$2.22M +19,755 +29%
KCM
814
Kornitzer Capital Management
Kansas
$9.88M -$302K -2,684 -3%
MIC
815
Means Investment Company
Maine
$9.85M +$243K +2,155 +3%
CCM
816
Cohen Capital Management
California
$9.78M – – –
APA
817
American Portfolios Advisors
New York
$9.75M +$54.4K +483 +0.6%
CCFCSB
818
Cape Cod Five Cents Savings Bank
Massachusetts
$9.73M +$447K +3,970 +5%
H
819
HoyleCohen
California
$9.71M +$2.25K +20 +0%
PAM
820
Peak Asset Management
Colorado
$9.69M +$24.3K +216 +0.3%
BDWM
821
Brewin Dolphin Wealth Management
Ireland
$9.61M +$4.68M +41,528 +95%
GP
822
Girard Partners
Pennsylvania
$9.53M +$97.5K +866 +1%
GT
823
Greenleaf Trust
Michigan
$9.53M +$1.23M +10,903 +15%
RBA
824
Richard Bernstein Advisors
New York
$9.52M +$3.72K +33 +0%
LWM
825
Lyell Wealth Management
California
$9.51M -$57.1K -507 -0.6%
31 32
33
34 35