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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 %
Invesco
26
Invesco
Georgia
$1.4B +$76.3M +730,327 +6%
Capital Research Global Investors
27
Capital Research Global Investors
California
$1.35B -$796M -7,618,792 -37%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$1.28B -$80.7M -771,993 -6%
DZ Bank
29
DZ Bank
Germany
$1.27B +$42.6M +407,964 +3%
Franklin Resources
30
Franklin Resources
California
$1.23B -$833M -7,975,651 -40%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$1.21B +$695M +6,650,149 +136%
UBS AM
32
UBS AM
Illinois
$1.09B +$2.65M +25,386 +0.2%
Boston Partners
33
Boston Partners
Massachusetts
$1.06B +$235M +2,227,785 +28%
Primecap Management
34
Primecap Management
California
$1.04B -$31M -297,070 -3%
Sanders Capital
35
Sanders Capital
Florida
$929M -$42.2M -403,894 -4%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$911M -$6.07M -58,129 -0.7%
Barclays
37
Barclays
United Kingdom
$843M +$304M +2,904,837 +56%
RJA
38
Raymond James & Associates
Florida
$829M +$37.5M +358,488 +5%
Fisher Asset Management
39
Fisher Asset Management
Washington
$821M -$14M -133,755 -2%
EVM
40
Eaton Vance Management
Massachusetts
$812M -$4.03M -38,592 -0.5%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$788M -$4.87M -46,597 -0.6%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$776M -$18.5M -177,253 -2%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$689M +$102M +976,947 +17%
CS
44
Credit Suisse
Switzerland
$684M +$11.1M +105,745 +2%
Principal Financial Group
45
Principal Financial Group
Iowa
$661M -$15.9M -151,715 -2%
AllianceBernstein
46
AllianceBernstein
Tennessee
$661M +$22.2M +212,223 +3%
ClearBridge Investments
47
ClearBridge Investments
New York
$644M +$11.4M +109,124 +2%
Bessemer Group
48
Bessemer Group
New Jersey
$635M -$26M -249,243 -4%
American Century Companies
49
American Century Companies
Missouri
$632M +$22.7M +217,501 +4%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$630M -$4.21M -40,253 -0.7%
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