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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 %
FWCM
301
Ferguson Wellman Capital Management
Oregon
$51.3M +$3.02M +26,778 +6%
CCMG
302
Clark Capital Management Group
Pennsylvania
$51.1M +$15.3M +135,768 +43%
WHG
303
Westwood Holdings Group
Texas
$51M -$5.88M -52,218 -10%
EOJOAM
304
E. Ohman J:or Asset Management
Sweden
$50.6M -$225K -2,000 -0.4%
ERSOT
305
Employees Retirement System of Texas
Texas
$50.6M -$4.73M -42,000 -9%
CTB
306
Country Trust Bank
Illinois
$50.3M +$1.5M +13,325 +3%
PF
307
Phoenix Financial
Israel
$50.1M +$8.22M +72,988 +20%
RCM
308
RNC Capital Management
California
$50M -$3.99M -35,399 -7%
CFB
309
Cullen/Frost Bankers
Texas
$48.9M -$788 -7 -0%
KAS
310
Kestra Advisory Services
Texas
$48.6M +$6.27M +55,696 +15%
SYBT
311
Stock Yards Bank & Trust
Kentucky
$48.6M +$22.2M +197,417 +84%
BHC
312
Bowen Hanes & Co
Florida
$48.2M +$804K +7,144 +2%
COPPSERS
313
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$48.2M +$3.63M +32,212 +8%
SOADOR
314
State of Alaska Department of Revenue
Alaska
$47.5M -$2.77M -24,576 -6%
ICG
315
InterOcean Capital Group
Tennessee
$47.3M +$5.05M +44,802 +12%
PWLP
316
Prio Wealth Limited Partnership
Massachusetts
$47.2M -$115K -1,018 -0.2%
MOACM
317
Mutual of America Capital Management
New York
$47.1M +$597K +5,298 +1%
NYLIM
318
New York Life Investment Management
New York
$46.7M +$46.7M +414,608 New
PFP
319
Pinnacle Financial Partners
Tennessee
$46.6M +$1.7M +15,074 +4%
SCP
320
Seizert Capital Partners
Michigan
$46.3M +$1.27M +11,276 +3%
PA
321
Pinnacle Associates
New York
$46.2M +$118K +1,049 +0.3%
Citadel Advisors
322
Citadel Advisors
Florida
$46M -$2.71M -24,090 -6%
BCM
323
Becker Capital Management
Oregon
$45.9M +$411K +3,648 +0.9%
GI
324
GAMCO Investors
Connecticut
$45.7M -$181K -1,611 -0.4%
GPA
325
Guidance Point Advisors
Massachusetts
$45.1M +$338 +3 +0%
11 12
13
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