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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
+$1.15B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$673M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$554M
4
GA
Greenhaven Associates
New York
+$438M
5
PIF
Public Investment Fund
Saudi Arabia
+$434M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.81B
2
State Street
State Street
Massachusetts
-$1.2B
3
Capital World Investors
Capital World Investors
California
-$664M
4
BlackRock
BlackRock
New York
-$464M
5
PI
Putnam Investments
Massachusetts
-$379M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
451
NS Partners
United Kingdom
$26.1M +$85.8K +762 +0.3%
BPWM
452
Badgley Phelps Wealth Managers
Washington
$25.9M -$7.83M -69,498 -23%
NAM
453
NorthCrest Asset Manangement
Minnesota
$25.9M +$2.63M +23,345 +11%
CS
454
Central Securities
New York
$25.9M – – –
OPERF
455
Oregon Public Employees Retirement Fund
Oregon
$25.9M -$38.5M -342,200 -60%
AIM
456
Avity Investment Management
Connecticut
$25.9M -$3.72M -33,060 -13%
PWP
457
Private Wealth Partners
California
$25.8M -$638K -5,666 -2%
PR
458
Payden & Rygel
California
$25.8M +$6.09M +54,054 +31%
NLGIA
459
Nippon Life Global Investors Americas
New York
$25.7M -$3.26M -28,960 -11%
CGH
460
Crossmark Global Holdings
Texas
$25.6M +$3.39M +30,086 +15%
MSRPS
461
Maryland State Retirement & Pension System
Maryland
$25.3M -$263K -2,337 -1%
FHA
462
First Horizon Advisors
Tennessee
$25.1M +$11.1M +98,510 +79%
ONB
463
Old National Bancorp
Indiana
$25.1M +$6.68M +59,293 +36%
MAA
464
Matrix Asset Advisors
New York
$25M +$429K +3,807 +2%
MCM
465
Mill Capital Management
North Carolina
$25M +$432K +3,833 +2%
FLPIM
466
F.L. Putnam Investment Management
Massachusetts
$24.9M -$4.93M -43,776 -17%
CSIC
467
Clifford Swan Investment Counsel
California
$24.8M -$649K -5,764 -3%
VVP
468
Venture Visionary Partners
Ohio
$24.8M +$570K +5,059 +2%
AWM
469
AE Wealth Management
Kansas
$24.7M +$1.99M +17,672 +9%
SBCM
470
Schwerin Boyle Capital Management
Massachusetts
$24.6M -$50.7K -450 -0.2%
KRS
471
Kentucky Retirement Systems
Kentucky
$24.5M +$3.33M +29,614 +16%
HCMT
472
Highland Capital Management (Tennessee)
Tennessee
$24.5M -$281K -2,492 -1%
LG
473
LaFleur & Godfrey
Michigan
$24.5M +$2.82M +25,079 +13%
MG
474
Markel Group
Virginia
$24.4M – – –
KFC
475
Klingenstein Fields & Co
New York
$24.3M +$188K +1,672 +0.8%
17 18
19
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