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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 %
LSAG
1151
Lake Street Advisors Group
New Hampshire
$5.22M +$312K +2,771 +6%
BEAM
1152
Baker Ellis Asset Management
Washington
$5.22M +$159K +1,413 +3%
BP
1153
Ballentine Partners
Massachusetts
$5.2M -$135K -1,201 -3%
PTC
1154
Private Trust Company
Ohio
$5.2M -$4.11M -36,499 -44%
CBTWT
1155
Community Bank & Trust (Waco, Texas)
Texas
$5.18M +$166K +1,477 +3%
PTC
1156
Philadelphia Trust Company
Pennsylvania
$5.16M -$1.39M -12,369 -21%
IEFM
1157
IQ EQ Fund Management
Ireland
$5.16M -$38.5K -342 -0.7%
GAM
1158
Gotham Asset Management
New York
$5.15M +$680K +6,043 +15%
NCM
1159
Nelson Capital Management
California
$5.15M -$254K -2,251 -5%
SWIG
1160
Strategic Wealth Investment Group
Kentucky
$5.12M +$1.03M +9,173 +25%
GIA
1161
Guyasuta Investment Advisors
Pennsylvania
$5.11M +$153K +1,361 +3%
CG
1162
Cutler Group
California
$5.11M +$2.79M +24,773 +120%
FMTC
1163
Farmers & Merchants Trust Company
California
$5.11M +$49.5K +440 +1%
VLKIM
1164
Van Lanschot Kempen Investment Management
Netherlands
$5.1M +$248K +2,205 +5%
VIA
1165
Vident Investment Advisory
Georgia
$5.09M +$662K +5,882 +15%
SAM
1166
Smithbridge Asset Management
Pennsylvania
$5.09M +$30.7K +273 +0.6%
SAM
1167
Selway Asset Management
$5.06M +$101K +900 +2%
ETC
1168
Exchange Traded Concepts
Oklahoma
$5.05M +$464K +4,123 +10%
PAM
1169
Paradigm Asset Management
New York
$5.02M +$574K +5,100 +13%
HAC
1170
Harbor Advisory Corp
New Hampshire
$5.02M +$1.38M +12,264 +38%
Assenagon Asset Management
1171
Assenagon Asset Management
Luxembourg
$5.01M +$90.5K +804 +2%
BMWM
1172
Brown Miller Wealth Management
Virginia
$4.99M +$57.4K +510 +1%
BFM
1173
Boothbay Fund Management
New York
$4.99M +$4.99M +44,292 New
SA
1174
Strategic Advisors
New York
$4.99M +$103K +915 +2%
AOWM
1175
Alpha Omega Wealth Management
Virginia
$4.97M +$731K +6,492 +17%
45 46
47
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