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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 %
DADC
351
D.A. Davidson & Co
Montana
$38.9M +$1.69M +16,119 +5%
PMG
352
Private Management Group
California
$38.8M +$3.34M +31,956 +9%
VDI
353
Vaughan David Investments
Illinois
$38.6M +$490K +4,687 +1%
CS
354
Candriam SCA
Luxembourg
$38.3M -$2.12M -20,266 -5%
OC
355
Oppenheimer & Co
New York
$37.6M -$1.33M -12,723 -3%
FP
356
Foundry Partners
Minnesota
$37.1M +$5.12M +49,025 +16%
BTCPP
357
Border to Coast Pensions Partnership
United Kingdom
$37.1M – – –
ECU
358
Eisler Capital (UK)
United Kingdom
$36.9M +$22.4M +214,311 +155%
MIH
359
Meitav Investment House
Israel
$36.6M -$501K -4,718 -1%
NSLI
360
Nan Shan Life Insurance
Taiwan
$36.3M – – –
MHI
361
Miller Howard Investments
New York
$36.1M +$5.69M +54,411 +19%
BS
362
Banco Santander
Spain
$36.1M -$1.08M -10,322 -3%
CNB
363
Czech National Bank
Czech Republic
$35.6M +$35.6M +340,514 New
WorldQuant Millennium Advisors
364
WorldQuant Millennium Advisors
New York
$35.6M +$4.97M +47,562 +16%
DRZID
365
DePrince Race & Zollo Inc (DRZ)
Florida
$35.5M +$1.86M +17,768 +6%
Connor, Clark & Lunn Investment Management (CC&L)
366
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35.4M +$19.3M +184,331 +119%
GFI
367
Global Frontier Investments
South Carolina
$35.4M – – –
CC
368
Carlson Capital
Texas
$35.1M +$35.1M +335,700 New
HPC
369
HM Payson & Co
Maine
$34.7M -$20.9M -200,334 -38%
CI
370
Conning Inc
Connecticut
$34.7M -$3.16M -30,301 -8%
TC
371
TwinBeech Capital
New York
$34.6M +$17.7M +168,916 +104%
ACI
372
Alpha Cubed Investments
California
$34.2M -$1.37M -13,134 -4%
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$34.1M +$955K +9,135 +3%
BF
374
BOK Financial
Oklahoma
$33.9M -$458K -4,379 -1%
WBC
375
Westpac Banking Corp
Australia
$33.8M -$983K -9,411 -3%
13 14
15
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