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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 %
Luther King Capital Management (LKCM)
101
Luther King Capital Management (LKCM)
Texas
$262M -$11.5M -101,863 -4%
CWP
102
Capital Wealth Planning
Florida
$261M +$83.6M +742,769 +47%
Toronto Dominion Bank
103
Toronto Dominion Bank
Ontario, Canada
$259M -$4.2M -37,264 -2%
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$252M +$45.9M +407,441 +22%
BG
105
Bahl & Gaynor
Ohio
$247M -$65.8M -584,380 -21%
HighTower Advisors
106
HighTower Advisors
Illinois
$240M +$12.9M +114,375 +6%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$237M -$6.73M -59,791 -3%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$233M +$84.4M +749,113 +57%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$231M +$26.5M +235,247 +13%
KeyBank National Association
110
KeyBank National Association
Ohio
$228M -$29.5M -262,288 -11%
CI
111
Cincinnati Insurance
Ohio
$227M – – –
1832 Asset Management
112
1832 Asset Management
Ontario, Canada
$224M -$17M -150,796 -7%
Bank Julius Baer & Co
113
Bank Julius Baer & Co
Switzerland
$224M +$1.91M +16,985 +0.9%
Jennison Associates
114
Jennison Associates
New York
$223M +$12.7M +112,530 +6%
CCM
115
Cullen Capital Management
New York
$221M +$11.6M +102,586 +6%
GRQ
116
Gardner Russo & Quinn
Pennsylvania
$220M -$20.1M -178,540 -8%
Pzena Investment Management
117
Pzena Investment Management
New York
$218M +$20.9M +185,185 +11%
HNB
118
Huntington National Bank
Ohio
$217M +$867K +7,695 +0.4%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$216M +$23.4M +208,025 +12%
AQR Capital Management
120
AQR Capital Management
Connecticut
$212M -$46.4M -417,318 -18%
Two Sigma Investments
121
Two Sigma Investments
New York
$209M +$29.7M +263,718 +17%
Adage Capital Partners
122
Adage Capital Partners
Massachusetts
$209M -$114M -1,013,200 -35%
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$208M -$413K -3,667 -0.2%
William Blair & Company
124
William Blair & Company
Illinois
$206M +$7.73M +68,606 +4%
TIM
125
Thornburg Investment Management
New Mexico
$205M -$408K -3,624 -0.2%
3 4
5
6 7