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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
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 %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$632M -$36M -320,059 -5%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$624M +$15.6M +138,716 +3%
Allianz Asset Management
53
Allianz Asset Management
Germany
$619M -$61.4M -544,902 -9%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$605M +$60M +528,849 +11%
Fidelity International
55
Fidelity International
Bermuda
$603M +$173M +1,536,973 +40%
Fayez Sarofim & Co
56
Fayez Sarofim & Co
Texas
$597M +$32.6M +289,935 +6%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$584M +$22.4M +198,644 +4%
Barclays
58
Barclays
United Kingdom
$582M -$144M -1,279,609 -20%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$565M -$1.24M -10,998 -0.2%
Nordea Investment Management
60
Nordea Investment Management
Sweden
$552M -$18.1M -163,025 -3%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$552M +$163M +1,445,755 +42%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$543M +$4.13M +36,668 +0.8%
Swedbank
63
Swedbank
Sweden
$528M -$52.3M -464,044 -9%
GA
64
Greenhaven Associates
New York
$511M +$438M +3,886,845 +601%
DSA
65
Davis Selected Advisers
Arizona
$507M -$16.1M -143,351 -3%
Stifel Financial
66
Stifel Financial
Missouri
$503M -$5.36M -47,582 -1%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$458M +$11.6M +103,397 +3%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$444M +$7.73M +68,636 +2%
Renaissance Technologies
69
Renaissance Technologies
New York
$443M +$314M +2,791,457 +245%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$434M +$15M +133,351 +4%
PIF
71
Public Investment Fund
Saudi Arabia
$434M +$434M +3,851,053 New
National Pension Service
72
National Pension Service
South Korea
$430M +$26.7M +236,830 +7%
Prudential Financial
73
Prudential Financial
New Jersey
$426M -$26.5M -234,953 -6%
Amundi
74
Amundi
France
$424M +$19.9M +184,452 +5%
US Bancorp
75
US Bancorp
Minnesota
$424M -$1.39M -12,321 -0.3%
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