JPMorgan Chase
JPM
3,421 hedge funds and large institutions have $228B invested in JPMorgan Chase in 2022 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,781 increasing their positions, 1,198 reducing their positions, and 178 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 1,781 | Existing positions reduced: 1,198
0.02% less ownership
Funds ownership: 69.31% → 69.29% (-0.02%)
3% less funds holding
Funds holding: 3,510 → 3,421 (-89)
7% less funds holding in top 10
Funds holding in top 10: 378 → 353 (-25)
22% less first-time investments, than exits
New positions opened: 139 | Existing positions closed: 178
29% less capital invested
Capital invested by funds: $322B → $228B (-$93.8B)
32% less call options, than puts
Call options by funds: $4.45B | Put options by funds: $6.54B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.26B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$741M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$610M |
| 4 |
GA
Greenhaven Associates
Purchase,
New York
|
+$482M |
| 5 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
+$477M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.99B |
| 2 |
State Street
Boston,
Massachusetts
|
-$1.32B |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$731M |
| 4 |
BlackRock
New York
|
-$511M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$417M |
JPM Hedge Fund Activity: Q2 2022 in Review
3,421 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2022, worth a combined $228B — down 29% from $322B a quarter earlier.
Sellers outnumbered buyers: 178 funds closed out of JPM and 139 opened new positions — a net loss of 39 holders — while 1,198 trimmed existing stakes and 1,781 added.
The largest buyer was Morgan Stanley, adding an estimated $1.26B. The largest seller was Capital Research Global Investors, cutting an estimated $1.99B.
- 3,421 institutional investors held JPMorgan Chase (JPM) as of Q2 2022, down from 3,510 in Q1 2022.
- Funds reported $228B of JPMorgan Chase stock for Q2 2022, down 29% quarter-over-quarter.
- 139 funds opened new JPMorgan Chase positions in Q2 2022 and 178 closed out, a net change of -39 holders.
- The largest JPMorgan Chase buyer in Q2 2022 was Morgan Stanley, an estimated $1.26B added.
- The largest JPMorgan Chase seller in Q2 2022 was Capital Research Global Investors, an estimated $1.99B sold.
Based on aggregated 13F filings for Q2 2022.