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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 %
CI
351
Conning Inc
Connecticut
$40.8M +$1.28M +11,423 +3%
PI
352
PineBridge Investments
New York
$40.6M -$57.6M -511,393 -59%
BTCPP
353
Border to Coast Pensions Partnership
United Kingdom
$40.1M +$5.28M +46,740 +15%
DADC
354
D.A. Davidson & Co
Montana
$40.1M +$1.15M +10,187 +3%
BS
355
Banco Santander
Spain
$40M -$7.54M -66,999 -16%
MIH
356
Meitav Investment House
Israel
$39.4M -$2.41M -21,350 -6%
NSLI
357
Nan Shan Life Insurance
Taiwan
$39.1M +$6.74M +59,843 +21%
Impax Asset Management Group
358
Impax Asset Management Group
United Kingdom
$38.8M -$170K -1,509 -0.4%
BCIM
359
British Columbia Investment Management
British Columbia, Canada
$38.6M -$12.8M -113,801 -25%
PWP
360
Principle Wealth Partners
Connecticut
$38.5M +$371K +3,295 +1%
ACI
361
Alpha Cubed Investments
California
$38.3M +$2.18M +19,403 +6%
GFI
362
Global Frontier Investments
South Carolina
$38.2M – – –
PMG
363
Private Management Group
California
$38.2M +$1.19M +10,537 +3%
IAIM
364
Industrial Alliance Investment Management
Quebec, Canada
$38.1M +$1.94M +17,225 +5%
WBC
365
Westpac Banking Corp
Australia
$37.5M -$2.71M -24,103 -7%
BF
366
BOK Financial
Oklahoma
$37M -$1.83M -16,232 -5%
FT
367
Fiduciary Trust
Massachusetts
$36.5M -$130K -1,158 -0.4%
SI
368
Stephens Inc
Arkansas
$36.3M -$78.6K -698 -0.2%
DRZID
369
DePrince Race & Zollo Inc (DRZ)
Florida
$36.3M +$7.44M +66,035 +26%
ACM
370
Advisors Capital Management
New Jersey
$36.2M +$2.93M +26,058 +9%
WB
371
WesBanco Bank
West Virginia
$36.2M +$553K +4,907 +2%
GC
372
Guggenheim Capital
Illinois
$36.1M -$52M -461,369 -59%
ACH
373
ArrowMark Colorado Holdings
Colorado
$36.1M +$7.22M +64,150 +25%
MAM
374
Madison Asset Management
Wisconsin
$36M +$192K +1,707 +0.5%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$35.7M +$1.66M +14,751 +5%
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