JPM icon

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 %
BST
2126
Bath Savings Trust
Maine
$1.36M +$3.94K +35 +0.3%
CB
2127
Cadence Bank
Mississippi
$1.36M +$21.9K +194 +2%
CBT
2128
CoreFirst Bank & Trust
Kansas
$1.36M -$32.7K -290 -2%
GWM
2129
Greenwich Wealth Management
Connecticut
$1.36M -$76.3K -677 -5%
FNBOSM
2130
First National Bank of South Miami
Florida
$1.35M -$13.5K -120 -1%
Q
2131
QVR
California
$1.35M +$1.35M +11,981 New
WMA
2132
West Michigan Advisors
Michigan
$1.34M +$81.6K +725 +6%
SW
2133
Solidarity Wealth
Utah
$1.34M -$133K -1,156 -9%
MCAI
2134
Members Capital Advisors Inc
Wisconsin
$1.34M – – –
EWS
2135
Evergreen Wealth Solutions
Pennsylvania
$1.33M +$33.2K +295 +3%
FAM
2136
Formidable Asset Management
Ohio
$1.33M +$64.6K +571 +5%
PMFA
2137
Plante Moran Financial Advisors
Michigan
$1.33M -$62.1K -551 -4%
PMA
2138
Prudent Man Advisors
Illinois
$1.33M -$15.8K -140 -1%
BB
2139
Bell Bank
North Dakota
$1.32M +$338K +3,002 +34%
TC
2140
Trust Company
Kansas
$1.32M +$82.3K +731 +7%
AFC
2141
AFT Forsyth & Company
Florida
$1.32M -$39.4K -350 -3%
VWM
2142
Vigilare Wealth Management
Arizona
$1.32M +$772K +6,857 +142%
WA
2143
Waverly Advisors
Alabama
$1.32M +$55.6K +494 +4%
AWA
2144
Acorn Wealth Advisors
Michigan
$1.31M -$20K -178 -2%
4WM
2145
44 Wealth Management
Oregon
$1.31M +$197K +1,746 +18%
MCM
2146
Mainstay Capital Management
Michigan
$1.31M – – –
FDS
2147
First Dallas Securities
Texas
$1.31M +$34.9K +310 +3%
SJIM
2148
St. Johns Investment Management
Florida
$1.31M +$21.5K +191 +2%
BCAM
2149
Boston Common Asset Management
Massachusetts
$1.3M +$8.44K +75 +0.7%
GWCM
2150
Godshalk Welsh Capital Management
Pennsylvania
$1.3M -$11.3K -100 -0.9%
84 85
86
87 88