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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.86B
2
Franklin Resources
Franklin Resources
California
$1.23B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.35B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.99B
5
Bank of America
Bank of America
North Carolina
$5.58B
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
326
Brandes Investment Partners
California
$41.9M +$1.22M +11,708 +3%
GPA
327
Guidance Point Advisors
Massachusetts
$41.9M +$314 +3 +0%
AIA
328
Avalon Investment & Advisory
Texas
$41.9M -$9.45M -90,459 -18%
MAM
329
Madison Asset Management
Wisconsin
$41.8M +$8.48M +81,152 +25%
BAMF
330
BI Asset Management Fondsmaeglerselskab
Denmark
$41.4M +$13.4M +127,871 +48%
CRC
331
Curi RMB Capital
Illinois
$41.4M +$1.82M +17,424 +5%
CI
332
Cambiar Investors
Colorado
$41.2M +$259K +2,477 +0.6%
MVP
333
Miller Value Partners
Florida
$40.9M +$205K +1,966 +0.5%
WPC
334
Waters Parkerson & Co
Louisiana
$40.8M +$276K +2,642 +0.7%
SF
335
Synovus Financial
Georgia
$40.7M +$2.04M +19,553 +5%
LWCA
336
Locust Wood Capital Advisers
New York
$40.7M -$618K -5,911 -1%
ABC
337
Associated Banc-Corp
Wisconsin
$40.7M +$527K +5,044 +1%
CT
338
Cambridge Trust
Massachusetts
$40.6M -$857K -8,204 -2%
RMDI
339
R.M. Davis Inc
Maine
$40.5M -$430K -4,113 -1%
GI
340
GAMCO Investors
Connecticut
$40.5M -$1.89M -18,107 -4%
IAIM
341
Industrial Alliance Investment Management
Quebec, Canada
$40.2M +$4.83M +46,172 +14%
NC
342
Nicholas Company
Wisconsin
$40M – – –
CPSAC
343
Chas P. Smith & Associates (CPS)
Florida
$39.8M +$1.15M +10,962 +3%
IMCOOI
344
Investment Management Corp of Ontario (IMCO)
Canada
$39.7M – – –
CTB
345
Country Trust Bank
Illinois
$39.7M -$7.03M -67,229 -15%
TH
346
TCTC Holdings
Texas
$39.4M +$322K +3,083 +0.8%
Lazard Asset Management
347
Lazard Asset Management
New York
$39.2M -$835K -7,987 -2%
WT
348
Washington Trust
Rhode Island
$39.1M -$364K -3,480 -0.9%
ACH
349
ArrowMark Colorado Holdings
Colorado
$39M +$5.55M +53,132 +17%
JEST
350
JTC Employer Solutions Trustee
Jersey
$39M +$33.9M +323,660 +661%
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