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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 %
SFI
1576
SPC Financial Inc
Maryland
$2.92M +$109K +965 +4%
GSB
1577
Greenfield Savings Bank
Massachusetts
$2.92M +$2.92M +25,908 New
MSAM
1578
Moloney Securities Asset Management
Missouri
$2.91M -$196K -1,744 -6%
TIA
1579
Tiemann Investment Advisors
California
$2.91M -$25.9K -230 -0.9%
FBFS
1580
First Business Financial Services
Wisconsin
$2.91M -$62.7K -557 -2%
FBT
1581
First Bankers Trust
Kentucky
$2.9M -$119K -1,058 -4%
PGWM
1582
Parisi Gray Wealth Management
New Jersey
$2.89M +$71.7K +637 +3%
AW
1583
ACG Wealth
Georgia
$2.88M +$45.7K +406 +2%
MCM
1584
MV Capital Management
Maryland
$2.88M +$44.1K +392 +2%
MC
1585
Mathes Company
New York
$2.88M -$33.8K -300 -1%
FCA
1586
FLC Capital Advisors
California
$2.87M +$137K +1,213 +5%
EW
1587
Evoke Wealth
California
$2.87M +$119K +1,055 +4%
MMM
1588
Mendel Money Management
Illinois
$2.87M -$550K -4,886 -16%
SIC
1589
Shoker Investment Counsel
Ohio
$2.87M -$142K -1,263 -5%
EBT
1590
Enterprise Bank & Trust
Massachusetts
$2.86M -$244K -2,165 -8%
LJAC
1591
L.J. Altfest & Co
New York
$2.86M -$49.4K -439 -2%
GWM
1592
GSB Wealth Management
Connecticut
$2.85M -$45.4K -403 -2%
NL
1593
NWAM LLC
Washington
$2.85M +$2.25K +20 +0.1%
HVP
1594
Hudson Value Partners
Florida
$2.85M +$84.1K +747 +3%
AIC
1595
Argus Investors Counsel
New York
$2.84M +$101K +894 +4%
SAM
1596
Sycomore Asset Management
France
$2.84M -$653K -5,636 -19%
GBT
1597
Grove Bank & Trust
Florida
$2.84M -$16.1K -143 -0.6%
TPM
1598
Triasima Portfolio Management
Quebec, Canada
$2.83M -$223K -1,980 -7%
HH
1599
Hilltop Holdings
Texas
$2.83M +$474K +4,208 +20%
CFGS
1600
Concourse Financial Group Securities
Alabama
$2.83M +$245K +2,180 +10%
62 63
64
65 66