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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 %
CIC
376
Carnegie Investment Counsel
Ohio
$33.7M +$1.62M +15,524 +5%
BPA
377
Beacon Pointe Advisors
California
$33.4M +$1.96M +18,781 +6%
DCM
378
Donaldson Capital Management
Indiana
$33.2M +$470K +4,496 +1%
AA
379
Ancora Advisors
Ohio
$33.1M +$722K +6,909 +2%
X
380
Xponance
Pennsylvania
$33.1M +$7.27M +69,554 +28%
RJT
381
Raymond James Trust
Florida
$33M +$644K +6,166 +2%
MCM
382
MAI Capital Management
Ohio
$32.8M -$6.75M -64,623 -17%
BIM
383
Bridges Investment Management
Nebraska
$32.7M +$1.17M +11,190 +4%
PR
384
Payden & Rygel
California
$32.7M +$8.75M +83,700 +37%
BC
385
Brookfield Corp
Ontario, Canada
$32.5M +$32.5M +310,532 New
VCM
386
Vigilant Capital Management
Maine
$32.4M +$1.91M +18,293 +6%
Vontobel Holding
387
Vontobel Holding
Switzerland
$32.4M +$5.2M +48,944 +19%
AWM
388
AE Wealth Management
Kansas
$32.2M +$9.28M +88,824 +41%
TRCT
389
Tower Research Capital (TRC)
New York
$32.1M +$11.4M +109,470 +55%
CSS
390
Cubist Systematic Strategies
Connecticut
$32.1M -$6.57M -62,870 -17%
AAP
391
Aristotle Atlantic Partners
Florida
$31.9M +$13.8M +131,760 +76%
AAM
392
Advisors Asset Management
Colorado
$31.9M +$1.33M +12,746 +4%
WTC
393
WhitTier Trust Company
Nevada
$31.9M +$288K +2,752 +0.9%
EB
394
Eastern Bank
Massachusetts
$31.7M -$37.3K -357 -0.1%
FT
395
Fiduciary Trust
Massachusetts
$31.7M -$2.22M -21,218 -7%
Mercer Global Advisors
396
Mercer Global Advisors
Colorado
$31.6M +$495K +4,733 +2%
WG
397
Welch Group
Alabama
$31.5M +$2.51M +24,028 +9%
PAG
398
Private Advisor Group
New Jersey
$31.4M -$8.57M -81,992 -21%
Capstone Investment Advisors
399
Capstone Investment Advisors
New York
$31.4M +$15.5M +148,063 +97%
CS
400
Clear Street
New York
$31.4M +$31.4M +300,467 New
14 15
16
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