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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$30.4B +$312M +2,766,655 +1%
BlackRock
2
BlackRock
New York
$22.2B -$464M -4,121,527 -2%
State Street
3
State Street
Massachusetts
$14.7B -$1.2B -10,634,258 -8%
Bank of America
4
Bank of America
North Carolina
$6.38B +$264M +2,346,296 +4%
Morgan Stanley
5
Morgan Stanley
New York
$5.59B +$1.15B +10,173,938 +26%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.53B +$78.1M +694,644 +1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.99B +$129M +1,141,471 +3%
Capital World Investors
8
Capital World Investors
California
$4.42B -$664M -5,898,912 -13%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$4.28B -$371M -3,298,220 -8%
Northern Trust
10
Northern Trust
Illinois
$3.92B -$128M -1,135,871 -3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$3.7B -$52.9M -469,854 -1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$3.57B +$673M +5,978,393 +23%
Capital International Investors
13
Capital International Investors
California
$3.43B -$238M -2,110,463 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.21B +$113M +999,992 +4%
Norges Bank
15
Norges Bank
Norway
$2.93B +$32.8K +291 +0%
Wells Fargo
16
Wells Fargo
California
$2.92B -$87.7M -779,019 -3%
Ameriprise
17
Ameriprise
Minnesota
$2.54B +$38.4M +341,689 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.41B +$16.1M +142,804 +0.7%
Legal & General Group
19
Legal & General Group
United Kingdom
$2.38B +$95.4M +847,094 +4%
Capital Research Global Investors
20
Capital Research Global Investors
California
$2.31B -$1.81B -16,078,410 -44%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$2.26B +$74.9M +665,133 +3%
Franklin Resources
22
Franklin Resources
California
$2.22B +$387M +3,435,522 +21%
Charles Schwab
23
Charles Schwab
California
$2.13B +$35.8M +317,894 +2%
UBS Group
24
UBS Group
Switzerland
$1.9B -$56.5M -502,127 -3%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$1.75B -$24.5M -217,293 -1%
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