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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.31B
2
State Street
State Street
Massachusetts
$14.7B
3
Capital World Investors
Capital World Investors
California
$4.42B
4
BlackRock
BlackRock
New York
$22.2B
5
PI
Putnam Investments
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
326
Glenview Trust
Kentucky
$44.9M +$2.88M +25,546 +7%
CT
327
Cambridge Trust
Massachusetts
$44.6M -$335K -2,977 -0.7%
LWCA
328
Locust Wood Capital Advisers
New York
$44.5M +$8.02M +71,220 +22%
RMDI
329
R.M. Davis Inc
Maine
$44.1M +$265K +2,356 +0.6%
CI
330
Cambiar Investors
Colorado
$44.1M +$4.82M +42,796 +12%
MVP
331
Miller Value Partners
Florida
$43.9M -$490K -4,353 -1%
BIP
332
Brandes Investment Partners
California
$43.8M +$1.11M +9,830 +3%
WPC
333
Waters Parkerson & Co
Louisiana
$43.7M +$956K +8,489 +2%
TPSF
334
Texas Permanent School Fund
Texas
$43.7M +$520K +4,620 +1%
CS
335
Candriam SCA
Luxembourg
$43.5M +$14.3M +126,663 +49%
ABC
336
Associated Banc-Corp
Wisconsin
$43.3M +$1.4M +12,468 +3%
SPIA
337
Steward Partners Investment Advisory
New York
$43.2M -$1.67M -14,821 -4%
PAG
338
Private Advisor Group
New Jersey
$43.1M -$2.26M -20,092 -5%
Lazard Asset Management
339
Lazard Asset Management
New York
$43.1M -$88.8K -789 -0.2%
NC
340
Nicholas Company
Wisconsin
$43.1M -$1.13K -10 -0%
IMCOOI
341
Investment Management Corp of Ontario (IMCO)
Canada
$42.8M – – –
CRC
342
Curi RMB Capital
Illinois
$42.6M +$471K +4,180 +1%
MCM
343
MAI Capital Management
Ohio
$42.6M -$1.09M -9,674 -2%
WT
344
Washington Trust
Rhode Island
$42.5M +$197K +1,751 +0.5%
TH
345
TCTC Holdings
Texas
$42.1M +$819K +7,276 +2%
OC
346
Oppenheimer & Co
New York
$41.9M +$591K +5,245 +1%
SF
347
Synovus Financial
Georgia
$41.7M +$2.31M +20,481 +6%
CSS
348
Cubist Systematic Strategies
Connecticut
$41.6M +$30.6M +271,331 +275%
CPSAC
349
Chas P. Smith & Associates (CPS)
Florida
$41.6M +$3.64M +32,316 +10%
VDI
350
Vaughan David Investments
Illinois
$41.1M +$1.13M +10,049 +3%
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