JPMorgan Chase
JPM
3,424 hedge funds and large institutions have $229B invested in JPMorgan Chase in 2022 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 1,782 increasing their positions, 1,199 reducing their positions, and 177 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 1,782 | Existing positions reduced: 1,199
6% more capital inflows, than outflows
Capital inflows: $11.8B | Capital outflows: $11.2B
0% more ownership
Funds ownership: 69.27% → 69.28% (+0%)
2% less funds holding
Funds holding: 3,511 → 3,424 (-87)
7% less funds holding in top 10
Funds holding in top 10: 378 → 352 (-26)
21% less first-time investments, than exits
New positions opened: 140 | Existing positions closed: 177
31% less call options, than puts
Call options by funds: $4.38B | Put options by funds: $6.33B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.26B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$741M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$610M |
| 4 |
GA
Greenhaven Associates
Purchase,
New York
|
+$482M |
| 5 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
+$477M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.99B |
| 2 |
State Street
Boston,
Massachusetts
|
-$1.32B |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$731M |
| 4 |
BlackRock
New York
|
-$511M |
| 5 |
Putnam Investments
Boston,
Massachusetts
|
-$417M |
JPM Hedge Fund Activity: Q2 2022 in Review
3,424 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2022, worth a combined $229B — down 18% from $279B a quarter earlier.
Sellers outnumbered buyers: 177 funds closed out of JPM and 140 opened new positions — a net loss of 37 holders — while 1,199 trimmed existing stakes and 1,782 added.
The largest buyer was Morgan Stanley, adding an estimated $1.26B. The largest seller was Capital Research Global Investors, cutting an estimated $1.99B.
- 3,424 institutional investors held JPMorgan Chase (JPM) as of Q2 2022, down from 3,511 in Q1 2022.
- Funds reported $229B of JPMorgan Chase stock for Q2 2022, down 18% quarter-over-quarter.
- 140 funds opened new JPMorgan Chase positions in Q2 2022 and 177 closed out, a net change of -37 holders.
- The largest JPMorgan Chase buyer in Q2 2022 was Morgan Stanley, an estimated $1.26B added.
- The largest JPMorgan Chase seller in Q2 2022 was Capital Research Global Investors, an estimated $1.99B sold.
Based on aggregated 13F filings for Q2 2022.