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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 %
MSRPS
3376
Maryland State Retirement & Pension System
Maryland
– -$25.3M -224,751 Closed
VSI
3377
Verde Servicos Internacionais
Brazil
– -$18.5M -164,200 Closed
AGDR
3378
AdamCapital Gestao de Recursos
Brazil
– -$16.4M -145,224 Closed
TI
3379
Trexquant Investment
Connecticut
– -$12.1M -107,740 Closed
FC
3380
FORA Capital
Florida
– -$7.37M -65,455 Closed
BBP
3381
Banco BTG Pactual
Brazil
– -$6.78M -60,189 Closed
CCM
3382
Channing Capital Management
Illinois
– -$6.53M -57,995 Closed
LSPW
3383
Lake Street Private Wealth
Illinois
– -$6.04M -53,641 Closed
CBN
3384
Cadence Bank NA
Texas
– -$5.96M -52,959 Closed
DA
3385
Duality Advisers
Florida
– -$5.74M -51,003 Closed
TCM
3386
Tegean Capital Management
New York
– -$5.63M -50,000 Closed
OC
3387
Optimas Capital
Hong Kong
– -$4.8M -42,600 Closed
SEC
3388
Seven Eight Capital
New York
– -$3.68M -32,675 Closed
YIH
3389
Y-Intercept (HK)
Hong Kong
– -$3.44M -30,552 Closed
CIM
3390
Cambria Investment Management
California
– -$3.24M -28,800 Closed
ECML
3391
Eagle Capital Management (Louisiana)
Louisiana
– -$3.05M -27,074 Closed
CWM
3392
Cordatus Wealth Management
Pennsylvania
– -$2.68M -23,755 Closed
CAN
3393
Claraphi Advisory Network
United States
– -$2.55M -22,605 Closed
CCI
3394
Credit Capital Investments
New Jersey
– -$2.53M -22,500 Closed
AHIA
3395
Andrew Hill Investment Advisors
Florida
– -$2.41M -21,367 Closed
CMTU
3396
Capital Markets Trading (UK)
United Kingdom
– -$2.33M -20,670 Closed
BAM
3397
Blueshift Asset Management
New Jersey
– -$2.06M -18,304 Closed
BCM
3398
Bayesian Capital Management
New York
– -$1.95M -17,290 Closed
APC
3399
Aristotle Pacific Capital
California
– -$1.94M -17,264 Closed
NIMI
3400
Natixis Investment Managers International
France
– -$1.83M -16,278 Closed
134 135
136
137 138