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JPMorgan Chase
JPM

Overview Fund Activity

3,492 hedge funds and large institutions have $321B invested in JPMorgan Chase in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,764 increasing their positions, 1,266 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,492
Holders Change
-74
Holders Change %
-2.08%
% of All Funds
55.26%
Holding in Top 10
375
Holding in Top 10 Change
-134
Holding in Top 10 Change %
-26.33%
% of All Funds
5.93%
New
153
Increased
1,764
Reduced
1,266
Closed
180
Calls
$4.85B
Puts
$7.6B
Net Calls
-$2.76B
Net Calls Change
+$1.47B

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.5B
2
BlackRock
2
BlackRock
New York
$27.5B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.4B
4
Bank of America
4
Bank of America
North Carolina
$7.4B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$363M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$6.16B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.9B
3
GQG Partners
3
GQG Partners
Florida
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.88B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$2.2B -$247M -1,766,762 -10%
Deutsche Bank
27
Deutsche Bank
Germany
$2.07B +$86.7M +635,898 +4%
Goldman Sachs
28
Goldman Sachs
New York
$1.97B +$162M +1,185,572 +9%
Invesco
29
Invesco
Georgia
$1.77B -$138M -1,010,626 -7%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$1.74B +$18.9M +138,767 +1%
UBS AM
31
UBS AM
Illinois
$1.54B -$203M -1,491,970 -12%
PPA
32
Parametric Portfolio Associates
Washington
$1.51B -$30.6M -224,426 -2%
Primecap Management
33
Primecap Management
California
$1.42B -$141M -1,037,090 -9%
DZ Bank
34
DZ Bank
Germany
$1.27B -$64.9M -475,880 -5%
Sanders Capital
35
Sanders Capital
Florida
$1.18B +$6.95M +50,980 +0.6%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$1.16B -$91.3M -669,767 -7%
EVM
37
Eaton Vance Management
Massachusetts
$1.07B +$97.1M +712,634 +10%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$1.07B -$12.3M -90,452 -1%
RJA
39
Raymond James & Associates
Florida
$1.07B +$25.4M +186,318 +2%
Fisher Asset Management
40
Fisher Asset Management
Washington
$1.06B +$44.7M +327,761 +4%
Boston Partners
41
Boston Partners
Massachusetts
$1.05B +$6.76M +49,630 +0.6%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$964M -$245M -1,712,386 -20%
CS
43
Credit Suisse
Switzerland
$891M +$20.9M +153,014 +2%
American Century Companies
44
American Century Companies
Missouri
$886M -$41.1M -301,607 -4%
Barclays
45
Barclays
United Kingdom
$879M -$542M -3,972,367 -38%
Principal Financial Group
46
Principal Financial Group
Iowa
$863M +$59.3M +435,363 +7%
ClearBridge Investments
47
ClearBridge Investments
New York
$854M -$52.4M -384,146 -6%
AllianceBernstein
48
AllianceBernstein
Tennessee
$847M -$46.7M -342,775 -5%
PI
49
Putnam Investments
Massachusetts
$838M +$7.45M +54,687 +0.9%
Citigroup
50
Citigroup
New York
$836M +$111M +813,925 +15%
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