JPM icon

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
1
Morgan Stanley
New York
$5.59B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.57B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$854M
4
GA
4
Greenhaven Associates
New York
$511M
5
PIF
5
Public Investment Fund
Saudi Arabia
$434M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.31B
2
State Street
2
State Street
Massachusetts
$14.7B
3
Capital World Investors
3
Capital World Investors
California
$4.42B
4
BlackRock
4
BlackRock
New York
$22.2B
5
PI
5
Putnam Investments
Massachusetts
$313M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$1.75B +$35M +310,441 +2%
Goldman Sachs
27
Goldman Sachs
New York
$1.61B -$14.3M -126,912 -0.9%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$1.47B +$29.5M +261,529 +2%
Invesco
29
Invesco
Georgia
$1.42B -$42.1M -373,958 -3%
DZ Bank
30
DZ Bank
Germany
$1.32B +$267M +2,373,082 +25%
UBS AM
31
UBS AM
Illinois
$1.17B -$104M -919,271 -8%
Primecap Management
32
Primecap Management
California
$1.15B -$25M -221,970 -2%
Sanders Capital
33
Sanders Capital
Florida
$1.05B +$68.3M +606,740 +7%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$989M +$29.2M +259,671 +3%
Fisher Asset Management
35
Fisher Asset Management
Washington
$900M +$25.8M +229,353 +3%
Boston Partners
36
Boston Partners
Massachusetts
$883M +$12.2M +108,487 +1%
EVM
37
Eaton Vance Management
Massachusetts
$879M -$4.52M -40,143 -0.5%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$856M -$27.5M -244,243 -3%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$854M +$554M +4,922,460 +185%
RJA
40
Raymond James & Associates
Florida
$853M -$29.4M -260,666 -3%
Principal Financial Group
41
Principal Financial Group
Iowa
$729M +$16.5M +146,535 +2%
CS
42
Credit Suisse
Switzerland
$725M -$11.1M -98,369 -2%
Bessemer Group
43
Bessemer Group
New Jersey
$712M +$22.7M +201,325 +3%
Citigroup
44
Citigroup
New York
$692M +$1.11M +9,821 +0.2%
AllianceBernstein
45
AllianceBernstein
Tennessee
$688M -$11.5M -102,103 -2%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$683M -$5.58M -49,514 -0.8%
ClearBridge Investments
47
ClearBridge Investments
New York
$682M -$23.6M -209,446 -3%
American Century Companies
48
American Century Companies
Missouri
$657M -$75.5M -670,800 -10%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$643M -$28.2M -244,792 -4%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$641M -$37.1M -329,802 -5%
1
2
3 4 5