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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 %
EAMA
901
EFG Asset Management (Americas)
Florida
$8.06M +$88.6K +785 +1%
IWC
902
Integrated Wealth Concepts
Massachusetts
$8.04M -$171K -1,516 -2%
SCM
903
Shelton Capital Management
Colorado
$8.03M +$124K +1,100 +2%
ECM
904
Everence Capital Management
Indiana
$8.01M +$1.04M +9,260 +15%
WIC
905
WealthBridge Investment Counsel
Alberta, Canada
$8.01M +$86.2K +765 +1%
SMFG
906
Sumitomo Mitsui Financial Group
Japan
$8M -$232K -2,061 -3%
Credit Agricole
907
Credit Agricole
France
$8M -$18.1K -161 -0.2%
FM
908
Freemont Management
Switzerland
$7.97M -$405K -3,600 -5%
TF
909
Tompkins Financial
New York
$7.97M +$43.5K +386 +0.5%
DCM
910
Dupont Capital Management
Delaware
$7.97M -$782K -6,948 -9%
FTC
911
Farmers Trust Company
Ohio
$7.96M -$18.7K -166 -0.2%
SC
912
Skylands Capital
Wisconsin
$7.95M +$563K +5,000 +8%
GAM
913
Griffin Asset Management
New York
$7.94M +$65.3K +580 +0.8%
WIC
914
Woodmont Investment Counsel
Tennessee
$7.89M +$231K +2,054 +3%
FWM
915
Frontier Wealth Management
Missouri
$7.85M +$740K +6,574 +10%
WF
916
WoodTrust Financial
Wisconsin
$7.82M +$387K +3,441 +5%
ST
917
Spinnaker Trust
Maine
$7.8M +$284K +2,526 +4%
HP
918
Holowesko Partners
Bahamas
$7.8M +$6.45M +57,300 +478%
GLLW
919
Graves Light Lenhart Wealth
Virginia
$7.79M -$13.5K -120 -0.2%
CCM
920
Coldstream Capital Management
Washington
$7.77M +$903K +8,015 +13%
DLCIG
921
D.L. Carlson Investment Group
New Hampshire
$7.76M -$126K -1,117 -2%
VI
922
Vestcor Inc
New Brunswick, Canada
$7.74M +$1.45M +12,869 +23%
GCA
923
Greenwood Capital Associates
South Carolina
$7.71M +$7.65M +67,897 +11,975%
PWM
924
Perigon Wealth Management
California
$7.69M +$167K +1,482 +2%
PWW
925
Pettyjohn Wood & White
Virginia
$7.67M +$343K +3,046 +5%
35 36
37
38 39