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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 %
QT
3401
Quantamental Technologies
New York
– -$1.7M -15,088 Closed
GCM
3402
Granby Capital Management
Florida
– -$1.69M -15,000 Closed
SCM
3403
Stevens Capital Management
Pennsylvania
– -$1.64M -14,561 Closed
ACM
3404
Aquatic Capital Management
Illinois
– -$1.59M -14,100 Closed
LJCM
3405
Lee Johnson Capital Management
Texas
– -$1.39M -12,307 Closed
GA
3406
GraniteShares Advisors
New York
– -$1.27M -11,275 Closed
TEC
3407
Tiger Eye Capital
Tennessee
– -$1.23M -10,910 Closed
TCA
3408
Taconic Capital Advisors
New York
– -$1.19M -10,540 Closed
AFM
3409
Anson Funds Management
Texas
– -$1.13M -10,000 Closed
LNWTC
3410
Laird Norton Wetherby Trust Company
Washington
– -$1.13M -9,995 Closed
GQG Partners
3411
GQG Partners
Florida
– -$1.12M -9,913 Closed
BPGAM
3412
BTG Pactual Global Asset Management
Bermuda
– -$915K -8,127 Closed
EPM
3413
Equitec Proprietary Markets
Illinois
– -$845K -7,500 Closed
MM
3414
MQS Management
New York
– -$836K -7,423 Closed
NS
3415
Newman & Schimel
Illinois
– -$804K -7,143 Closed
LWAM
3416
Legacy Wealth Asset Management
Minnesota
– -$796K -7,065 Closed
PPWM
3417
Paragon Private Wealth Management
Kentucky
– -$752K -6,675 Closed
CCG
3418
Coastwise Capital Group
California
– -$738K -6,551 Closed
PRC
3419
Pearl River Capital
Michigan
– -$699K -6,211 Closed
CPM
3420
Connective Portfolio Management
New York
– -$694K -6,160 Closed
G
3421
GenTrust
Florida
– -$689K -6,119 Closed
DTL
3422
Dynamic Technology Lab
Singapore
– -$653K -5,798 Closed
BSAM
3423
Blue Square Asset Management
New York
– -$651K -5,781 Closed
WAM
3424
Wakefield Asset Management
Colorado
– -$633K -5,617 Closed
ER
3425
Enlightenment Research
Florida
– -$608K -5,400 Closed
135 136
137
138 139