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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 %
N
126
Natixis
France
$205M +$97.1M +859,659 +90%
Victory Capital Management
127
Victory Capital Management
Texas
$203M -$28.1M -249,561 -12%
Mitsubishi UFJ Asset Management
128
Mitsubishi UFJ Asset Management
Japan
$200M +$21.3M +188,957 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
129
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$200M -$133M -1,181,091 -40%
HTC
130
Haverford Trust Company
Pennsylvania
$198M +$16.1M +143,041 +9%
BWA
131
Brave Warrior Advisors
New York
$196M +$16.2M +143,837 +9%
M&T Bank
132
M&T Bank
New York
$195M +$29.8M +302,838 +18%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$195M -$2.21M -19,592 -1%
State of New Jersey Common Pension Fund D
134
State of New Jersey Common Pension Fund D
New Jersey
$194M -$912K -8,099 -0.5%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$189M -$643K -5,708 -0.3%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$183M +$1.31M +11,395 +0.7%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$182M -$2.33M -20,669 -1%
CI Investments Inc
138
CI Investments Inc
Ontario, Canada
$181M -$14.5M -128,645 -7%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$179M +$2M +17,724 +1%
CWM
140
CIBC World Markets
New York
$179M -$29.9M -265,376 -14%
Mariner
141
Mariner
Kansas
$178M +$30.7M +272,183 +21%
FMI
142
Fiduciary Management Inc
Wisconsin
$172M -$50.4M -447,856 -23%
SO
143
STRS Ohio
Ohio
$170M +$83.2K +739 +0%
EIP
144
Epoch Investment Partners
New York
$163M +$12.6M +112,046 +8%
PAMS
145
Pictet Asset Management (Switzerland)
Switzerland
$160M -$17M -151,352 -10%
SC
146
Scotia Capital
Ontario, Canada
$160M +$13.8M +122,739 +9%
Loomis, Sayles & Company
147
Loomis, Sayles & Company
Massachusetts
$158M +$157M +1,396,724 +20,065%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$158M -$7.27M -64,565 -4%
Asset Management One
149
Asset Management One
Japan
$157M -$3.54M -31,392 -2%
Brown Advisory
150
Brown Advisory
Maryland
$157M -$112M -993,128 -42%
4 5
6
7 8