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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
T. Rowe Price Associates
Maryland
$3.5B
2
BlackRock
BlackRock
New York
$27.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$36.4B
4
Bank of America
Bank of America
North Carolina
$7.4B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$363M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$6.16B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.9B
3
GQG Partners
GQG Partners
Florida
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$5.88B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
151
Epoch Investment Partners
New York
$183M +$16M +117,480 +10%
Barrow, Hanley, Mewhinney & Strauss
152
Barrow, Hanley, Mewhinney & Strauss
Texas
$182M -$185M -1,360,263 -50%
Los Angeles Capital Management
153
Los Angeles Capital Management
California
$182M -$11.4M -83,307 -6%
VOYA Investment Management
154
VOYA Investment Management
Georgia
$180M -$123M -904,378 -41%
AC
155
Alleghany Corporation
New York
$180M – – –
Mariner
156
Mariner
Kansas
$179M +$24.5M +179,473 +16%
Allspring Global Investments
157
Allspring Global Investments
North Carolina
$177M -$62.1M -455,336 -26%
SC
158
Scotia Capital
Ontario, Canada
$176M +$12.9M +94,612 +8%
GT
159
Glenmede Trust
Pennsylvania
$175M -$4.44M -32,607 -2%
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$173M +$1.48M +10,855 +0.9%
Millennium Management
161
Millennium Management
New York
$170M -$19.8M -145,146 -10%
DC
162
Davenport & Co
Virginia
$170M -$1.45M -10,588 -0.8%
JFL
163
Jarislowsky, Fraser Ltd
Quebec, Canada
$168M -$23.9M -175,076 -12%
Aberdeen Group
164
Aberdeen Group
United Kingdom
$161M -$53.6M -386,818 -25%
SCM
165
Smead Capital Management
Arizona
$160M +$24.3M +177,956 +18%
AII
166
AGF Investments Inc
Ontario, Canada
$158M +$8.62M +63,225 +6%
HA
167
Homestead Advisers
Virginia
$157M -$2.44M -17,900 -2%
Renaissance Technologies
168
Renaissance Technologies
New York
$155M -$300M -2,201,100 -66%
CIBC World Market
169
CIBC World Market
Ontario, Canada
$155M -$3.11M -22,805 -2%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$155M +$13.6M +99,944 +10%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$154M -$7.67M -56,299 -5%
CGPCS
172
Capital Group Private Client Services
California
$154M +$1.42M +10,444 +0.9%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$152M -$48M -351,930 -24%
BTW
174
Boston Trust Walden
Massachusetts
$151M +$590K +4,328 +0.4%
Rafferty Asset Management
175
Rafferty Asset Management
New York
$150M -$61.1M -448,473 -29%
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