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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 %
BA
1076
Ballast Advisors
Minnesota
$5.93M +$92.5K +821 +2%
PGIM
1077
Pacific Global Investment Management
California
$5.93M +$137K +1,214 +2%
BSB
1078
Bangor Savings Bank
Maine
$5.93M +$1.25M +11,118 +27%
WIS
1079
Wright Investors Service
Connecticut
$5.91M -$1.45M -12,899 -20%
MMA
1080
Miracle Mile Advisors
California
$5.9M +$2.61M +23,134 +79%
CCMINC
1081
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.9M +$90.1K +800 +2%
WKWM
1082
Walter & Keenan Wealth Management
Indiana
$5.88M -$12.6K -112 -0.2%
OIA
1083
OneDigital Investment Advisors
Kansas
$5.87M +$109K +967 +2%
AWP
1084
Ascent Wealth Partners
New York
$5.81M -$64.8K -573 -1%
FIB
1085
First Interstate Bank
Montana
$5.81M +$1.54M +13,636 +36%
FHB
1086
First Hawaiian Bank
Hawaii
$5.81M -$1.63M -14,511 -22%
HA
1087
Hamel Associates
New Jersey
$5.78M +$3.38K +30 +0.1%
CM
1088
Churchill Management
California
$5.77M -$66.3K -589 -1%
AIM
1089
AMI Investment Management
Indiana
$5.76M +$172K +1,525 +3%
EFS
1090
Essex Financial Services
Connecticut
$5.75M -$58.8K -522 -1%
ECM
1091
EagleClaw Capital Management
Massachusetts
$5.74M -$66.8K -593 -1%
DA
1092
Duality Advisers
Florida
$5.74M +$5.74M +51,003 New
MCP
1093
Martin Capital Partners
Oregon
$5.72M +$315K +2,793 +6%
SBL
1094
Sargent Bickham Lagudis
Colorado
$5.71M +$53.3K +473 +0.9%
PAI
1095
Pittenger & Anderson Inc
Nebraska
$5.7M +$176K +1,561 +3%
AWM
1096
Avitas Wealth Management
California
$5.67M +$297K +2,636 +6%
Pacer Advisors
1097
Pacer Advisors
Pennsylvania
$5.67M -$11.4M -101,593 -67%
RC
1098
Roundview Capital
New Jersey
$5.65M -$68.5K -608 -1%
ACP
1099
Aviance Capital Partners
Florida
$5.65M +$212K +1,885 +4%
SC
1100
Schulhoff & Co
Ohio
$5.65M +$68.1K +605 +1%
42 43
44
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