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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 %
PNC
276
Park National Corp
Ohio
$52.5M -$69.7K -667 -0.1%
BMO
277
Beck Mack & Oliver
New York
$51.5M -$1.31M -12,564 -2%
FCI
278
Financial Counselors Inc
Kansas
$51.4M +$672K +6,430 +1%
BCM
279
Basswood Capital Management
New York
$51.3M – – –
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$51.1M +$3.34M +31,978 +7%
SCA
281
STALEY CAPITAL ADVISERS
Pennsylvania
$51.1M +$950K +9,091 +2%
IIM
282
INTECH Investment Management
Florida
$50.9M -$7.86M -75,207 -13%
GIBU
283
Gulf International Bank (UK)
United Kingdom
$50.8M +$44K +421 +0.1%
UIM
284
USS Investment Management
United Kingdom
$50.7M -$22.9M -218,629 -31%
YCM
285
Yousif Capital Management
Michigan
$50.5M -$804K -7,692 -2%
UB
286
UMB Bank
Missouri
$50.3M -$519K -4,965 -1%
SSA
287
Schonfeld Strategic Advisors
New York
$50.2M +$50M +478,307 +25,455%
TG
288
TCW Group
California
$49.1M -$4.47M -42,729 -8%
CCMG
289
Clark Capital Management Group
Pennsylvania
$48.9M +$1.49M +14,255 +3%
FWCM
290
Ferguson Wellman Capital Management
Oregon
$48.8M +$1.23M +11,802 +3%
PCM
291
Polaris Capital Management
Massachusetts
$48.7M -$282K -2,700 -0.6%
KAS
292
Kestra Advisory Services
Texas
$48.3M +$3.11M +29,728 +7%
ERSOT
293
Employees Retirement System of Texas
Texas
$47.9M +$935K +8,950 +2%
ACM
294
Advisors Capital Management
New Jersey
$47.8M +$4.76M +35,570 +11%
EOJOAM
295
E. Ohman J:or Asset Management
Sweden
$47.6M +$635K +6,081 +1%
AAM
296
Abeille Asset Management
France
$47.6M -$1.24M -11,863 -3%
VRS
297
Virginia Retirement Systems
Virginia
$47.6M +$47.6M +455,358 New
Dodge & Cox
298
Dodge & Cox
California
$47.3M -$1.26M -12,050 -3%
GF
299
Gabelli Funds
New York
$47.2M -$674K -6,450 -1%
BAM
300
Berkshire Asset Management
Pennsylvania
$47.1M -$526K -5,033 -1%
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