JPM icon

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 %
PF
301
Phoenix Financial
Israel
$47.1M -$147K -1,385 -0.3%
SG Americas Securities
302
SG Americas Securities
New York
$47M -$24.1M -230,330 -34%
CFB
303
Cullen/Frost Bankers
Texas
$46.8M +$1.37M +13,092 +3%
OAC
304
OMERS Administration Corp
Ontario, Canada
$46.7M -$17.7M -169,800 -28%
RCM
305
RNC Capital Management
California
$46.1M -$297K -2,838 -0.6%
Impax Asset Management Group
306
Impax Asset Management Group
United Kingdom
$46M +$9.98M +95,502 +28%
ICG
307
InterOcean Capital Group
Tennessee
$45M +$1.12M +10,746 +3%
SYBT
308
Stock Yards Bank & Trust
Kentucky
$45M -$109K -1,043 -0.2%
PFP
309
Pinnacle Financial Partners
Tennessee
$44.9M +$1.57M +14,979 +4%
COPPSERS
310
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$44.8M +$137K +1,311 +0.3%
MOACM
311
Mutual of America Capital Management
New York
$44.6M +$903K +8,637 +2%
Voloridge Investment Management
312
Voloridge Investment Management
Florida
$44.2M -$14.6M -139,351 -25%
CII
313
Capital International Inc
California
$44.2M -$40.8M -390,838 -48%
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$43.7M -$51.1K -489 -0.1%
SPIA
315
Steward Partners Investment Advisory
New York
$43.7M +$3.58M +34,215 +9%
PA
316
Pinnacle Associates
New York
$43.4M +$573K +5,481 +1%
NYLIM
317
New York Life Investment Management
New York
$43.4M +$59.4K +568 +0.1%
TPSF
318
Texas Permanent School Fund
Texas
$43.3M +$2.79M +26,654 +7%
TRSOTSOK
319
Teachers Retirement System of the State of Kentucky
Kentucky
$43M +$43M +411,843 New
SCP
320
Seizert Capital Partners
Michigan
$43M +$83.1K +795 +0.2%
CAI
321
Capital Advisors Inc
Oklahoma
$43M +$8.25M +74,197 +24%
SOADOR
322
State of Alaska Department of Revenue
Alaska
$42.5M -$1.54M -14,720 -3%
BCM
323
Becker Capital Management
Oregon
$42.3M -$290K -2,776 -0.7%
CF
324
Cantor Fitzgerald
New York
$42.2M -$9.92M -94,897 -19%
GT
325
Glenview Trust
Kentucky
$42.1M +$463K +4,428 +1%
11 12
13
14 15