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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 %
BWP
951
Baldwin Wealth Partners
Massachusetts
$7.21M +$545K +4,839 +8%
PT
952
Plimoth Trust
Massachusetts
$7.21M -$88.9K -789 -1%
QIM
953
Quantitative Investment Management
Virginia
$7.2M +$7.2M +63,943 New
FA
954
Fagan Associates
New York
$7.2M +$66.8K +593 +0.9%
AIA
955
Allied Investment Advisors
Montana
$7.19M +$422K +3,744 +6%
MFG
956
Merit Financial Group
Georgia
$7.15M +$4.09M +36,287 +133%
PP
957
Paloma Partners
Connecticut
$7.14M +$6.59M +58,531 +1,196%
HBT
958
Hills Bank & Trust
Iowa
$7.14M -$23K -204 -0.3%
AWM
959
Altium Wealth Management
New York
$7.13M +$134K +1,190 +2%
FNB
960
Farmers National Bank
Kentucky
$7.11M +$215K +1,909 +3%
CC
961
Chicago Capital
Illinois
$7.1M +$7.32K +65 +0.1%
PTB
962
Pioneer Trust Bank
Oregon
$7.09M -$172K -1,529 -2%
FF
963
FourThought Financial
Florida
$7.09M +$4.36M +38,746 +160%
BIM
964
Bridgecreek Investment Management
Oklahoma
$7.08M +$24.2K +215 +0.3%
OSNBOA
965
Old Second National Bank of Aurora
Illinois
$7.07M -$31.1K -276 -0.4%
WTFG
966
Wells Trecaso Financial Group
Ohio
$7.01M +$35.6K +316 +0.5%
SC
967
Savant Capital
Illinois
$7M +$273K +2,420 +4%
MNBTD
968
Moody National Bank Trust Division
Texas
$6.99M -$254K -2,255 -4%
GIM
969
Goelzer Investment Management
Indiana
$6.99M -$1.12M -9,975 -14%
BSW
970
Buckingham Strategic Wealth
Missouri
$6.99M +$543K +4,826 +8%
SIC
971
Sigma Investment Counselors
Michigan
$6.98M +$20.2K +179 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
972
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.98M +$6.17M +54,800 +766%
OCM
973
One Capital Management
California
$6.97M +$428K +3,802 +7%
LWANC
974
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.94M +$411K +3,652 +6%
EF
975
Empirical Finance
Pennsylvania
$6.93M +$368K +3,264 +6%
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39
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