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JPMorgan Chase
JPM

Overview Fund Activity

3,372 hedge funds and large institutions have $212B invested in JPMorgan Chase in 2022 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 1,666 increasing their positions, 1,227 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,372
Holders Change
-31
Holders Change %
-0.91%
% of All Funds
58.31%
Holding in Top 10
337
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-3.71%
% of All Funds
5.83%
New
137
Increased
1,666
Reduced
1,227
Closed
124
Calls
$4.6B
Puts
$6.59B
Net Calls
-$1.99B
Net Calls Change
+$102M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$4.2B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.21B
3
Citadel Advisors
Citadel Advisors
Florida
$573M
4
Marshall Wace
Marshall Wace
United Kingdom
$387M
5
Vanguard Group
Vanguard Group
Pennsylvania
$28.5B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.86B
2
Franklin Resources
Franklin Resources
California
$1.23B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.35B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.99B
5
Bank of America
Bank of America
North Carolina
$5.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
226
ProShare Advisors
Maryland
$76.5M -$6.58M -62,983 -8%
BC
227
Bartlett & Co
Ohio
$75.2M -$92.3K -883 -0.1%
BCWM
228
Bartlett & Co Wealth Management
Ohio
$75.2M -$92.3K -883 -0.1%
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75M +$2.87M +27,458 +4%
Cerity Partners
230
Cerity Partners
New York
$74.9M -$1.02M -9,770 -1%
MNG
231
Manning & Napier Group
New York
$74.8M -$1.92M -18,358 -3%
DnB Asset Management
232
DnB Asset Management
Norway
$74.1M -$3.23M -30,883 -4%
JCM
233
Junto Capital Management
New York
$72.9M +$72.9M +697,393 New
Robeco Institutional Asset Management
234
Robeco Institutional Asset Management
Netherlands
$72.3M -$37.7M -361,077 -34%
PI
235
PineBridge Investments
New York
$72.2M +$34.5M +330,371 +92%
SBH
236
Segall Bryant & Hamill
Illinois
$72M -$14.9K -143 -0%
MA
237
MUFG Americas
New York
$70.8M -$492K -4,709 -0.7%
PGFC
238
Peapack-Gladstone Financial Corp
New Jersey
$70.1M +$9.9M +94,769 +16%
OAM
239
Oppenheimer Asset Management
New York
$69.9M +$4.11M +39,311 +6%
CB
240
Cooke & Bieler
Pennsylvania
$69.8M +$8.66M +82,885 +14%
CIC
241
Crawford Investment Counsel
Georgia
$69.8M +$15.5M +148,110 +28%
LGF
242
LGT Group Foundation
Liechtenstein
$69.7M -$9.48M -90,710 -12%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$68.9M +$13.9M +132,771 +25%
Handelsbanken Fonder
244
Handelsbanken Fonder
Sweden
$68.6M +$3.63M +34,775 +6%
SEI Investments
245
SEI Investments
Pennsylvania
$68.6M +$2M +19,165 +3%
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$68M -$2.02M -19,375 -3%
FRAF
247
Första AP-fonden
Sweden
$67.4M +$888K +8,500 +1%
Jane Street
248
Jane Street
New York
$65.5M -$36.6M -349,973 -36%
MML Investors Services
249
MML Investors Services
Massachusetts
$65.3M +$3.96M +37,902 +6%
WT
250
Whittier Trust
California
$64.9M +$686K +6,563 +1%
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