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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.86B
2
Franklin Resources
2
Franklin Resources
California
$1.23B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.35B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.99B
5
Bank of America
5
Bank of America
North Carolina
$5.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
251
Williams Jones Wealth Management
New York
$64.2M +$69.2K +662 +0.1%
EWM
252
Evercore Wealth Management
New York
$62.4M +$20.6K +197 +0%
ACM
253
Argent Capital Management
Missouri
$62.2M -$209K -1,998 -0.3%
IG
254
ING Group
Netherlands
$61.6M -$2.93M -28,041 -5%
EWA
255
EP Wealth Advisors
California
$59.4M +$4.4M +42,122 +8%
WGAM
256
Wilkinson Global Asset Management
New York
$59.2M -$65K -622 -0.1%
Axa
257
Axa
France
$58.6M -$18.5M -176,616 -24%
FAF
258
Fjarde Ap-fonden
Sweden
$58.3M – – –
CVA
259
Ceredex Value Advisors
Florida
$58.3M +$929K +8,889 +2%
Los Angeles Capital Management
260
Los Angeles Capital Management
California
$58M -$37.1M -355,153 -39%
CIP
261
Cornerstone Investment Partners
Georgia
$56.9M -$118K -1,125 -0.2%
FMI
262
Factory Mutual Insurance
Massachusetts
$56.7M +$852K +8,151 +2%
Simplex Trading
263
Simplex Trading
Illinois
$56.2M -$6.58M -62,980 -10%
CIM
264
CCLA Investment Management
United Kingdom
$55.6M +$55.6M +531,022 New
FWIA
265
Fort Washington Investment Advisors
Ohio
$55.6M +$841K +8,052 +2%
TAF
266
Tredje AP-fonden
Sweden
$55.5M +$6.2M +59,361 +13%
CW
267
Connectus Wealth
Ohio
$55.3M -$956K -9,144 -2%
URS
268
Utah Retirement Systems
Utah
$54.7M +$272K +2,600 +0.5%
TF
269
TIAA FSB
Florida
$54.2M -$345K -3,303 -0.6%
NAM
270
Nissay Asset Management
Japan
$54.2M -$10.8M -103,028 -17%
SIG
271
Stonegate Investment Group
Alabama
$54M +$709K +6,782 +1%
SW
272
SVB Wealth
Massachusetts
$53.8M +$1.71M +16,365 +3%
Ninety One (UK)
273
Ninety One (UK)
United Kingdom
$53.6M -$22.6M -216,478 -30%
CG
274
Colony Group
Massachusetts
$53.2M -$6.81M -65,212 -11%
II
275
IFM Investors
Australia
$53M +$834K +7,984 +2%
9 10
11
12 13