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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 %
WC
1501
Weil Company
California
$3.23M +$741K +6,582 +30%
AB
1502
Atlas Brown
Kentucky
$3.22M +$87.8K +780 +3%
HCM
1503
Hengehold Capital Management
Ohio
$3.22M +$260K +2,309 +9%
AWMT
1504
AAFMAA Wealth Management & Trust
North Carolina
$3.22M -$182K -1,617 -5%
AAM
1505
Aureus Asset Management
Massachusetts
$3.2M -$344K -3,058 -10%
TBNY
1506
Trustco Bank (New York)
New York
$3.19M -$54K -480 -2%
AIM
1507
Athena Investment Management
California
$3.18M +$67.6K +600 +2%
SIAP
1508
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.18M +$152K +1,348 +5%
LC
1509
Lindbrook Capital
California
$3.18M +$550K +4,881 +21%
MAM
1510
Montchanin Asset Management
Delaware
$3.17M +$3.17M +28,171 New
PSB
1511
Piscataqua Savings Bank
New Hampshire
$3.17M -$2.37K -21 -0.1%
IBOK
1512
Independence Bank of Kentucky
Kentucky
$3.17M +$37.5K +333 +1%
SAM
1513
Secure Asset Management
Michigan
$3.16M +$127K +1,131 +4%
SCM
1514
Salem Capital Management
Massachusetts
$3.16M -$352K -3,127 -10%
DLG
1515
Daniel L. Goodwin
$3.16M -$22.5K -200 -0.7%
DA
1516
DCM Advisors
New York
$3.15M -$683K -6,066 -18%
DCM
1517
Delta Capital Management
New Jersey
$3.15M +$18K +160 +0.6%
IGWM
1518
ICA Group Wealth Management
Colorado
$3.15M +$28.1K +237 +0.9%
CWM
1519
Calamos Wealth Management
Illinois
$3.15M -$284K -2,519 -8%
BCM
1520
Brookmont Capital Management
Texas
$3.14M -$109K -966 -3%
RCA
1521
Resonant Capital Advisors
Wisconsin
$3.14M +$120K +1,064 +4%
KWM
1522
Keebeck Wealth Management
Illinois
$3.14M -$187K -1,659 -6%
P
1523
Pitcairn
Pennsylvania
$3.14M -$29.8K -265 -0.9%
SFG
1524
StrategIQ Financial Group
Indiana
$3.13M +$239K +2,124 +8%
VI
1525
Versor Investments
New York
$3.13M +$2.38M +21,168 +321%
59 60
61
62 63