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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 %
EDRH
476
Edmond de Rothschild Holding
Switzerland
$23.6M -$2.07M -19,840 -8%
OPERF
477
Oregon Public Employees Retirement Fund
Oregon
$23.4M -$606K -5,795 -3%
Wolverine Trading
478
Wolverine Trading
Illinois
$23.4M -$1.81M -17,068 -7%
FHA
479
First Horizon Advisors
Tennessee
$23.3M +$8.67K +83 +0%
MAA
480
Matrix Asset Advisors
New York
$23.1M -$94.2K -901 -0.4%
EMPI
481
Elo Mutual Pension Insurance
Finland
$23.1M -$1.27M -12,161 -5%
BBVA
482
Banco Bilbao Vizcaya Argentaria
Spain
$23M -$3.28M -31,173 -12%
MCM
483
Mill Capital Management
North Carolina
$22.9M -$248K -2,375 -1%
CSIC
484
Clifford Swan Investment Counsel
California
$22.9M -$69.4K -664 -0.3%
SWP
485
Stratos Wealth Partners
Ohio
$22.9M -$3.07M -29,384 -12%
SPC
486
Stewart & Patten Company
California
$22.8M +$796K +7,615 +4%
NB
487
Norinchukin Bank
Japan
$22.8M +$2.67M +25,574 +13%
MIA
488
MMBG Investment Advisors
Florida
$22.7M +$333K +3,188 +1%
SBCM
489
Schwerin Boyle Capital Management
Massachusetts
$22.7M -$57.5K -550 -0.3%
HCMT
490
Highland Capital Management (Tennessee)
Tennessee
$22.7M -$115K -1,101 -0.5%
MG
491
Markel Group
Virginia
$22.6M – – –
CCM
492
Chilton Capital Management
Texas
$22.6M +$43.6K +417 +0.2%
AU
493
Algebris (UK)
United Kingdom
$22.6M +$20M +193,252 +773%
DJSG
494
D.J. St. Germain
Massachusetts
$22.6M – – –
SIC
495
Salem Investment Counselors
North Carolina
$22.4M +$732K +7,000 +3%
JIC
496
Johnson Investment Counsel
Ohio
$22.4M -$37.6K -360 -0.2%
OC
497
Oakworth Capital
Alabama
$22.4M +$234K +2,242 +1%
MIM
498
Manitou Investment Management
Ontario, Canada
$22.3M +$677K +6,479 +3%
AI
499
Atria Investments
North Carolina
$22M +$1.31M +12,546 +6%
CI
500
Capital International
California
$21.9M +$932K +8,915 +4%
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