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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 %
TCM
851
Twin Capital Management
Pennsylvania
$8.94M -$264K -2,341 -3%
GH
852
GAM Holding
Switzerland
$8.93M -$8.9K -79 -0.1%
ACM
853
Ardent Capital Management
Ohio
$8.92M -$15.3K -136 -0.2%
CPIG
854
Chicago Partners Investment Group
Illinois
$8.9M +$34.1K +296 +0.4%
VIP
855
Vantage Investment Partners
Missouri
$8.89M -$21.7M -192,724 -71%
PAM
856
Palisade Asset Management
Minnesota
$8.88M +$359K +3,185 +4%
NSEDCP
857
NJ State Employees Deferred Compensation Plan
New Jersey
$8.84M -$394K -3,500 -4%
RP
858
Rice Partnership
Hawaii
$8.82M -$945K -8,393 -10%
ECG
859
Edge Capital Group
Georgia
$8.82M -$252K -2,241 -3%
SB
860
Simmons Bank
Arkansas
$8.81M +$187K +1,660 +2%
WAM
861
Wolverine Asset Management
Illinois
$8.81M +$6.39M +56,717 +263%
CB
862
Community Bank
New York
$8.78M +$296K +2,632 +3%
TCBWMS
863
Texas Capital Bank Wealth Management Services
Texas
$8.78M -$831K -7,378 -9%
1SB
864
1ST Source Bank
Indiana
$8.77M -$153K -1,360 -2%
ERIM
865
Eagle Ridge Investment Management
Connecticut
$8.75M +$300K +2,663 +4%
GG
866
Greenwood Gearhart
Arkansas
$8.73M +$529K +4,701 +6%
KWMG
867
King Wealth Management Group
Florida
$8.72M +$248K +2,203 +3%
SFI
868
Siemens Fonds Invest
Germany
$8.71M -$82.8K -735 -0.9%
GC
869
Gratus Capital
Georgia
$8.7M +$540K +4,792 +7%
AMBIA
870
Allen Mooney & Barnes Investment Advisors
Georgia
$8.7M +$417K +3,701 +5%
VFM
871
Viking Fund Management
North Dakota
$8.67M +$1.52M +13,500 +21%
PAIM
872
Punch & Associates Investment Management
Minnesota
$8.65M -$75.5K -670 -0.9%
EVM
873
Evelyn V. Moreno
$8.65M -$91.6K -813 -1%
MA
874
Mutual Advisors
Nebraska
$8.64M +$880K +7,815 +11%
BAM
875
Belpointe Asset Management
Nevada
$8.61M +$3.13M +28,336 +57%
33 34
35
36 37