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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 %
GIP
1201
Granite Investment Partners
California
$4.76M -$626K -5,555 -12%
ANBT
1202
American National Bank & Trust
Texas
$4.76M -$3.49K -31 -0.1%
SCA
1203
Stokes Capital Advisors
South Carolina
$4.76M +$47K +417 +1%
CWM
1204
Concentric Wealth Management
California
$4.76M +$91.2K +810 +2%
ACM
1205
Argyle Capital Management
Pennsylvania
$4.76M +$24.2K +215 +0.5%
MCM
1206
Mitchell Capital Management
Kansas
$4.73M +$151K +1,337 +3%
BCPWM
1207
Bradley & Co Private Wealth Management
Florida
$4.73M +$105K +936 +2%
IB
1208
Intrust Bank
Kansas
$4.73M +$128K +1,138 +3%
CWG
1209
Cornerstone Wealth Group
North Carolina
$4.72M +$515K +4,575 +12%
AC
1210
Arjuna Capital
North Carolina
$4.7M +$36.1K +321 +0.8%
CIC
1211
Cornercap Investment Counsel
Georgia
$4.7M +$364K +3,232 +8%
ST
1212
Somerset Trust
Pennsylvania
$4.7M +$44K +391 +0.9%
NB
1213
Northwest Bancshares
Pennsylvania
$4.7M +$320K +2,841 +7%
AFM
1214
Abbot Financial Management
Massachusetts
$4.69M +$48.1K +427 +1%
LPIC
1215
LeJeune Puetz Investment Counsel
Michigan
$4.69M +$225K +2,001 +5%
WAM
1216
Wilson Asset Management
Australia
$4.68M -$2.17M -19,240 -32%
LWAC
1217
Laurel Wealth Advisors (California)
California
$4.68M -$71.4K -634 -2%
VST
1218
Van Strum & Towne
California
$4.67M -$19.7K -175 -0.4%
AT
1219
Arden Trust
Delaware
$4.67M -$284K -2,523 -6%
BPM
1220
Bowling Portfolio Management
Ohio
$4.66M +$671K +5,961 +17%
FF
1221
Fluent Financial
Texas
$4.66M +$135K +1,200 +3%
PSP
1222
Principal Street Partners
Tennessee
$4.66M +$906K +8,045 +24%
VIG
1223
Vienna Insurance Group
Poland
$4.65M – – –
JFGIW
1224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.65M +$36K +320 +0.8%
AIP
1225
Ameritas Investment Partners
Nebraska
$4.63M -$165K -1,464 -3%
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