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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
1
Morgan Stanley
New York
$5.59B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.57B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$854M
4
GA
4
Greenhaven Associates
New York
$511M
5
PIF
5
Public Investment Fund
Saudi Arabia
$434M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.31B
2
State Street
2
State Street
Massachusetts
$14.7B
3
Capital World Investors
3
Capital World Investors
California
$4.42B
4
BlackRock
4
BlackRock
New York
$22.2B
5
PI
5
Putnam Investments
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
251
Simplex Trading
Illinois
$67.7M +$40.9M +363,295 +153%
EWM
252
Evercore Wealth Management
New York
$67.2M +$663K +5,884 +1%
ACM
253
Argent Capital Management
Missouri
$67.2M -$1.3M -11,558 -2%
PCM
254
Penserra Capital Management
California
$66.8M +$26.3M +233,464 +65%
MML Investors Services
255
MML Investors Services
Massachusetts
$66.1M +$2.79M +24,746 +4%
CB
256
Cooke & Bieler
Pennsylvania
$65.9M -$596K -5,290 -0.9%
PGFC
257
Peapack-Gladstone Financial Corp
New Jersey
$64.8M -$233K -2,065 -0.4%
CG
258
Colony Group
Massachusetts
$64.7M +$4.47M +39,680 +7%
WGAM
259
Wilkinson Global Asset Management
New York
$63.9M -$1.74M -15,437 -3%
Holocene Advisors
260
Holocene Advisors
New York
$63.5M +$58.1M +516,339 +1,085%
Voloridge Investment Management
261
Voloridge Investment Management
Florida
$63.3M -$32.2M -286,307 -34%
IIM
262
INTECH Investment Management
Florida
$63.3M +$63.3M +562,148 New
CVA
263
Ceredex Value Advisors
Florida
$61.8M -$25.3M -224,717 -29%
CIP
264
Cornerstone Investment Partners
Georgia
$61.5M +$167K +1,487 +0.3%
CW
265
Connectus Wealth
Ohio
$60.6M +$55.7M +494,628 +1,143%
FMI
266
Factory Mutual Insurance
Massachusetts
$60.2M -$2.17M -19,300 -3%
HPC
267
HM Payson & Co
Maine
$60M +$375K +3,328 +0.6%
Squarepoint
268
Squarepoint
New York
$59.3M +$36.5M +323,826 +159%
EWA
269
EP Wealth Advisors
California
$59.3M +$4.72M +41,879 +9%
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$59.3M +$8.89M +78,939 +18%
FWIA
271
Fort Washington Investment Advisors
Ohio
$59M -$4.12M -36,572 -7%
TF
272
TIAA FSB
Florida
$58.8M +$3.78M +33,568 +7%
URS
273
Utah Retirement Systems
Utah
$58.6M -$428K -3,800 -0.7%
CIC
274
Crawford Investment Counsel
Georgia
$58.5M -$1.09M -9,681 -2%
FAF
275
Fjarde Ap-fonden
Sweden
$58.3M -$20.5M -182,300 -26%
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