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
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 %
DIA
601
Dana Investment Advisors
Wisconsin
$16.7M -$209K -1,856 -1%
RE
602
RBC Europe
United Kingdom
$16.7M -$1.18M -10,460 -7%
ACIM
603
Azimuth Capital Investment Management
Michigan
$16.6M +$16.6M +147,413 New
Acadian Asset Management
604
Acadian Asset Management
Massachusetts
$16.5M +$4.87M +43,280 +42%
ZCM
605
Ziegler Capital Management
Illinois
$16.4M +$934K +8,295 +6%
IMRF
606
Illinois Municipal Retirement Fund
Illinois
$16.4M -$540K -4,794 -3%
JAM
607
Jupiter Asset Management
United Kingdom
$16.4M -$13.5M -120,287 -45%
OSAM
608
O'Shaughnessy Asset Management
Connecticut
$16.4M +$92.6K +822 +0.6%
AGDR
609
AdamCapital Gestao de Recursos
Brazil
$16.4M -$59.1M -524,839 -78%
LCM
610
Logan Capital Management
Pennsylvania
$16.3M +$1.36M +12,117 +9%
PAM
611
Private Asset Management
California
$16.1M +$124K +1,105 +0.8%
RMC
612
Resources Management Corp
Connecticut
$16M -$63.5K -564 -0.4%
PCM
613
Parsons Capital Management
Rhode Island
$15.9M -$19K -169 -0.1%
NCM
614
Narwhal Capital Management
Georgia
$15.8M -$102K -902 -0.6%
LMIM
615
Lockheed Martin Investment Management
Maryland
$15.8M -$340K -3,020 -2%
PP
616
Patten & Patten
Tennessee
$15.8M -$245K -2,176 -2%
BBA
617
BLB&B Advisors
Pennsylvania
$15.8M +$341K +3,024 +2%
BG
618
Bollard Group
Massachusetts
$15.7M +$120K +1,066 +0.8%
ECU
619
Eisler Capital (UK)
United Kingdom
$15.6M +$1.66M +14,716 +12%
ACA
620
Aptus Capital Advisors
Alabama
$15.5M +$994K +8,829 +7%
Jones Financial Companies
621
Jones Financial Companies
Missouri
$15.5M +$538K +4,781 +4%
CAM
622
Cresset Asset Management
Illinois
$15.5M +$48.4K +437 +0.3%
RWP
623
RWA Wealth Partners
Massachusetts
$15.5M +$5.13M +45,593 +50%
MCM
624
Maryland Capital Management
Maryland
$15.5M -$95.8K -851 -0.6%
CCMD
625
Cypress Capital Management (Delaware)
Delaware
$15.5M -$65.1K -578 -0.4%
23 24
25
26 27