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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 %
WI
501
Wafra Inc
New York
$22.7M -$15.8M -139,961 -41%
CI
502
Capital International
California
$22.6M +$128K +1,141 +0.6%
FBA
503
Front Barnett Associates
Illinois
$22.6M -$946K -8,400 -4%
BNP Paribas Asset Management
504
BNP Paribas Asset Management
France
$22.6M +$2.04M +18,137 +10%
DJSG
505
D.J. St. Germain
Massachusetts
$22.6M -$242K -2,150 -1%
SRC
506
Shufro Rose & Co
New York
$22.4M +$284K +2,526 +1%
AI
507
Atria Investments
North Carolina
$22.3M +$732K +6,504 +3%
TRCT
508
Tower Research Capital (TRC)
New York
$22.3M -$27.6M -245,451 -55%
CA
509
Cetera Advisors
Colorado
$22.2M +$373K +3,312 +2%
CCMIC
510
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$22.2M +$1.61M +14,299 +8%
CTI
511
Community Trust & Investment
Kentucky
$22.1M +$900K +7,990 +4%
BCI
512
Brinker Capital Investments
Pennsylvania
$22.1M -$1.05M -9,305 -5%
EAM
513
Erste Asset Management
Austria
$21.9M -$393K -3,417 -2%
Balyasny Asset Management
514
Balyasny Asset Management
Illinois
$21.9M -$26.5M -235,704 -55%
RL
515
Ruffer LLP
United Kingdom
$21.7M +$1.71M +15,149 +9%
NB
516
Norinchukin Bank
Japan
$21.6M +$5.29M +46,941 +32%
IUHSA
517
Itau Unibanco Holding S.A.
Brazil
$21.6M +$10.5M +93,175 +94%
TNB
518
Thomasville National Bank
Georgia
$21.5M +$2.3M +20,405 +12%
GW
519
GW & Wade
Massachusetts
$21.5M +$835K +7,412 +4%
OA
520
Oak Associates
Ohio
$21.4M -$2.09M -18,552 -9%
LSERS
521
Louisiana State Employees Retirement System
Louisiana
$21.3M -$57.3K -500 -0.3%
AIM
522
Achmea Investment Management
Netherlands
$21.1M +$2.35M +20,875 +13%
AWS
523
Atria Wealth Solutions
New York
$21M +$4.7M +41,765 +29%
TAM
524
Tocqueville Asset Management
New York
$21M +$1.69M +15,013 +9%
JCM
525
Janney Capital Management
Pennsylvania
$20.9M -$139K -1,238 -0.7%
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