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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 %
NSIM
401
North Star Investment Management
Illinois
$32.2M +$480K +4,265 +2%
PC
402
PM Capital
Australia
$32.1M – – –
GC
403
Giverny Capital
Quebec, Canada
$32M +$857K +7,609 +3%
ZIC
404
ZWJ Investment Counsel
Georgia
$31.6M +$605K +5,372 +2%
First Manhattan
405
First Manhattan
New York
$31.5M -$2.4M -21,412 -7%
WG
406
Welch Group
Alabama
$31.2M +$5M +44,406 +19%
BMSSC
407
B. Metzler seel. Sohn & Co
Germany
$31.1M -$79.3K -704 -0.3%
Cetera Investment Advisers
408
Cetera Investment Advisers
Illinois
$31M +$3.21M +28,471 +12%
BAMF
409
BI Asset Management Fondsmaeglerselskab
Denmark
$30.2M +$16.7M +148,558 +124%
GI
410
Gradient Investments
Minnesota
$30.2M +$4.63M +41,095 +18%
MPM
411
MBB Public Markets
Illinois
$30.2M +$10.5M +93,671 +54%
ST
412
Sabal Trust
Florida
$30M +$1.49M +13,266 +5%
DWM
413
Destination Wealth Management
California
$30M +$822K +7,298 +3%
MCI
414
McDonald Capital Investors
California
$29.8M +$11.4M +100,961 +62%
SDIC
415
South Dakota Investment Council
South Dakota
$29.7M +$6.22M +55,210 +26%
Vontobel Holding
416
Vontobel Holding
Switzerland
$29.6M +$1.24M +10,728 +4%
PI
417
PFS Investments
Georgia
$29.2M +$4.73M +42,019 +19%
CA
418
Cornerstone Advisors
North Carolina
$28.9M +$4.5M +40,000 +18%
FNBOO
419
First National Bank of Omaha
Nebraska
$28.7M -$837K -7,430 -3%
CS
420
Cannell & Spears
New York
$28.5M +$1.43M +12,732 +5%
ESBC
421
E.S. Barr & Co
Kentucky
$28.4M +$1.35M +11,977 +5%
O
422
Ossiam
France
$28.4M +$17.2M +152,528 +153%
NIM
423
Nexus Investment Management
Ontario, Canada
$28.4M -$800K -7,100 -3%
CAN
424
Cetera Advisor Networks
California
$28.3M +$4.08M +36,209 +17%
BBVA
425
Banco Bilbao Vizcaya Argentaria
Spain
$28.2M +$12.7M +112,392 +82%
15 16
17
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