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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 %
GC
401
Guggenheim Capital
Illinois
$31.4M -$2.17M -20,727 -6%
IP
402
Interval Partners
New York
$30.9M +$30.9M +295,381 New
HIMCH
403
Hartford Investment Management Co (HIMCO)
Connecticut
$30.8M +$68.8K +658 +0.2%
RMA
404
Roffman Miller Associates
Pennsylvania
$30.8M +$436K +4,174 +1%
GC
405
Gillson Capital
Illinois
$30.6M +$30.6M +292,831 New
BCIM
406
British Columbia Investment Management
British Columbia, Canada
$30.4M -$5.42M -51,905 -15%
SDIC
407
South Dakota Investment Council
South Dakota
$30.4M +$2.78M +26,604 +10%
BIAS
408
Beacon Investment Advisory Services
New Jersey
$30.4M -$1.05M -10,040 -3%
NA
409
NewEdge Advisors
Louisiana
$30.1M -$1.5M -14,387 -5%
NSIM
410
North Star Investment Management
Illinois
$29.9M +$45.5K +435 +0.2%
PC
411
PM Capital
Australia
$29.8M – – –
Man Group
412
Man Group
United Kingdom
$29.7M +$29.7M +284,617 New
WB
413
WesBanco Bank
West Virginia
$29.5M -$4.06M -38,814 -12%
ZIC
414
ZWJ Investment Counsel
Georgia
$29.3M +$24.7K +236 +0.1%
First Manhattan
415
First Manhattan
New York
$29.2M -$99.3K -955 -0.3%
BNP Paribas Asset Management
416
BNP Paribas Asset Management
France
$29.1M +$8.12M +77,669 +39%
ST
417
Sabal Trust
Florida
$29M +$1.17M +11,191 +4%
DWM
418
Destination Wealth Management
California
$29M +$1.16M +11,121 +4%
SI
419
Stephens Inc
Arkansas
$29M -$4.74M -45,395 -14%
CIP
420
Chartwell Investment Partners
Pennsylvania
$28.9M +$2.77M +26,462 +11%
BMSSC
421
B. Metzler seel. Sohn & Co
Germany
$28.9M +$31.6K +302 +0.1%
PFM
422
Parsec Financial Management
North Carolina
$28.3M -$2.78M -26,585 -9%
MCI
423
McDonald Capital Investors
California
$28.3M +$637K +6,094 +2%
CAN
424
Cetera Advisor Networks
California
$28M +$1.78M +17,006 +7%
TAM
425
Taurus Asset Management
New York
$28M +$1.92M +18,340 +7%
15 16
17
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