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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 %
Retirement Systems of Alabama
151
Retirement Systems of Alabama
Alabama
$156M -$3.19M -28,302 -2%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$153M -$5.74M -50,967 -4%
CB
153
Commerce Bank
Missouri
$153M -$1.72M -15,305 -1%
AACR
154
ACR Alpine Capital Research
Missouri
$153M +$41M +364,008 +37%
RCAMU
155
Rothschild & Co Asset Management US
Connecticut
$152M -$2.8M -24,888 -2%
AC
156
Alleghany Corporation
New York
$149M – – –
RFC
157
Regions Financial Corp
Alabama
$148M -$5.6M -49,712 -4%
GT
158
Glenmede Trust
Pennsylvania
$142M -$2.4M -21,294 -2%
SCM
159
Smead Capital Management
Arizona
$142M +$9.18M +81,557 +7%
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$140M -$2.95M -26,173 -2%
DC
161
Davenport & Co
Virginia
$140M +$664K +5,896 +0.5%
JFL
162
Jarislowsky, Fraser Ltd
Quebec, Canada
$138M -$1.56M -13,825 -1%
Natixis Advisors
163
Natixis Advisors
Massachusetts
$137M +$9.06M +80,487 +7%
CIBC World Market
164
CIBC World Market
Ontario, Canada
$136M +$7.83M +69,500 +6%
Aberdeen Group
165
Aberdeen Group
United Kingdom
$135M +$2.86M +25,239 +2%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$132M +$3.76M +33,430 +3%
HA
167
Homestead Advisers
Virginia
$131M +$1.24M +11,000 +1%
Osaic Holdings
168
Osaic Holdings
Arizona
$130M +$4.36M +38,647 +3%
BTW
169
Boston Trust Walden
Massachusetts
$127M +$1.78M +15,801 +1%
CGPCS
170
Capital Group Private Client Services
California
$125M -$1.53M -13,564 -1%
TWC
171
TD Waterhouse Canada
Ontario, Canada
$122M +$2.21M +18,042 +2%
Calamos Advisors
172
Calamos Advisors
Illinois
$121M -$1.92M -17,052 -2%
Mawer Investment Management
173
Mawer Investment Management
Alberta, Canada
$119M -$117M -1,037,284 -50%
Robeco Institutional Asset Management
174
Robeco Institutional Asset Management
Netherlands
$119M -$1.96M -17,408 -2%
JWBC
175
John W. Bristol & Co
New York
$118M +$18.9M +168,201 +19%
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