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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 %
Bessemer Group
51
Bessemer Group
New Jersey
$835M +$13.2M +96,521 +2%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$834M -$9.75M -71,500 -1%
Allianz Asset Management
53
Allianz Asset Management
Germany
$823M -$72M -528,429 -8%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$820M +$4.62M +33,909 +0.6%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$818M +$60.1M +427,338 +8%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$809M -$52.9M -388,407 -6%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$736M -$20.3M -148,842 -3%
Nordea Investment Management
58
Nordea Investment Management
Sweden
$717M -$25.3M -180,938 -3%
Swedbank
59
Swedbank
Sweden
$702M +$4.63M +33,966 +0.7%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$685M -$45.3M -332,543 -6%
Fayez Sarofim & Co
61
Fayez Sarofim & Co
Texas
$683M +$54.1M +396,683 +9%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$680M +$13.2M +96,788 +2%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$662M -$80.1M -580,377 -11%
Ensign Peak Advisors
64
Ensign Peak Advisors
Utah
$653M -$2.53M -18,574 -0.4%
DSA
65
Davis Selected Advisers
Arizona
$633M -$30.3M -221,928 -5%
Stifel Financial
66
Stifel Financial
Missouri
$615M -$1.44M -10,590 -0.2%
APG Asset Management
67
APG Asset Management
Netherlands
$558M -$26.7M -218,091 -5%
Prudential Financial
68
Prudential Financial
New Jersey
$548M +$977K +7,168 +0.2%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$541M +$25.5M +187,135 +5%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$528M +$33.1M +243,018 +7%
Fidelity International
71
Fidelity International
Bermuda
$520M +$22.3M +163,425 +4%
US Bancorp
72
US Bancorp
Minnesota
$515M -$2.9M -21,306 -0.6%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$508M -$230M -1,689,823 -31%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$497M -$27.1M -199,099 -5%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$494M -$160M -1,175,110 -24%
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