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
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 %
ZIG
276
Zurich Insurance Group
Switzerland
$57.9M +$21M +186,119 +57%
MPI
277
Mairs & Power Inc
Minnesota
$57.9M +$1.02M +9,048 +2%
TG
278
TCW Group
California
$57.7M -$9.63M -85,485 -14%
SIG
279
Stonegate Investment Group
Alabama
$57.4M +$2.66M +23,590 +5%
BMO
280
Beck Mack & Oliver
New York
$56.9M -$883K -7,844 -2%
PNC
281
Park National Corp
Ohio
$56.6M +$893K +7,929 +2%
II
282
IFM Investors
Australia
$56.2M +$2.77M +24,625 +5%
SW
283
SVB Wealth
Massachusetts
$56.1M +$995K +8,836 +2%
CF
284
Cantor Fitzgerald
New York
$56.1M +$56.1M +498,292 New
GIBU
285
Gulf International Bank (UK)
United Kingdom
$56M +$46.1K +400 +0.1%
YCM
286
Yousif Capital Management
Michigan
$55.3M -$1.65M -14,685 -3%
BCM
287
Basswood Capital Management
New York
$55.3M – – –
AIA
288
Avalon Investment & Advisory
Texas
$55.3M +$2.24M +19,872 +4%
UB
289
UMB Bank
Missouri
$54.8M +$45K +400 +0.1%
FCI
290
Financial Counselors Inc
Kansas
$54.7M +$3.57M +31,709 +7%
PI
291
PEAK6 Investments
Illinois
$54.4M +$7.48M +63,637 +16%
SCA
292
STALEY CAPITAL ADVISERS
Pennsylvania
$54.1M +$1.36M +12,071 +3%
TAF
293
Tredje AP-fonden
Sweden
$53.2M -$1.35M -12,000 -2%
HF
294
HRT Financial
New York
$53.1M +$53.1M +471,849 New
PCM
295
Polaris Capital Management
Massachusetts
$52.8M +$5.24M +46,500 +11%
AAM
296
Abeille Asset Management
France
$52.6M -$3.2M -28,411 -6%
Dodge & Cox
297
Dodge & Cox
California
$52.3M -$2.37M -21,086 -4%
GF
298
Gabelli Funds
New York
$51.6M -$4.29M -38,125 -8%
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$51.5M +$2.98M +26,460 +6%
BAM
300
Berkshire Asset Management
Pennsylvania
$51.4M +$1.52M +13,502 +3%
10 11
12
13 14