JPM icon

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
+$1.01B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$695M
3
Citadel Advisors
Citadel Advisors
Florida
+$530M
4
Marshall Wace
Marshall Wace
United Kingdom
+$321M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$305M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.45B
2
Franklin Resources
Franklin Resources
California
-$833M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$796M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$642M
5
Bank of America
Bank of America
North Carolina
-$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
601
Capital International Sarl
California
$15.9M +$369K +3,531 +2%
AIM
602
Allen Investment Management
New York
$15.9M +$36.6K +350 +0.2%
BCM
603
Brookstone Capital Management
Illinois
$15.8M +$92.2K +890 +0.6%
FNBT
604
FineMark National Bank & Trust
Florida
$15.7M -$3.46M -33,092 -18%
WAS
605
Wesleyan Assurance Society
United Kingdom
$15.7M – – –
NMERB
606
New Mexico Educational Retirement Board
New Mexico
$15.7M -$1.43M -13,700 -8%
MSE
607
MUFG Securities EMEA
United Kingdom
$15.5M +$15.5M +148,134 New
DMIC
608
Dixon Mitchell Investment Counsel
British Columbia, Canada
$15.4M -$249K -2,387 -2%
PCM
609
Parsons Capital Management
Rhode Island
$15.4M +$602K +5,763 +4%
ACIM
610
Azimuth Capital Investment Management
Michigan
$15.4M -$46.1K -441 -0.3%
AAS
611
Avantax Advisory Services
Texas
$15.1M +$844K +8,081 +6%
BRWA
612
B. Riley Wealth Advisors
Florida
$15M +$3.79M +36,218 +34%
LCM
613
Logan Capital Management
Pennsylvania
$15M -$138K -1,324 -0.9%
Jones Financial Companies
614
Jones Financial Companies
Missouri
$15M +$547K +5,236 +4%
BPC
615
Banque Pictet & Cie
Switzerland
$14.9M -$254K -2,430 -2%
ZCM
616
Ziegler Capital Management
Illinois
$14.9M -$385K -3,673 -3%
PAM
617
Private Asset Management
California
$14.8M -$106K -1,015 -0.7%
RL
618
Ruffer LLP
United Kingdom
$14.8M -$6.02M -55,638 -29%
CAC
619
Core Alternative Capital
Georgia
$14.8M +$6.03M +57,750 +69%
RMC
620
Resources Management Corp
Connecticut
$14.8M -$33.6K -322 -0.2%
RWP
621
RWA Wealth Partners
Massachusetts
$14.8M +$439K +4,202 +3%
FDCC
622
Foster Dykema Cabot & Co
Massachusetts
$14.8M -$1.65M -15,810 -10%
PP
623
Patten & Patten
Tennessee
$14.8M +$75.5K +722 +0.5%
BBA
624
BLB&B Advisors
Pennsylvania
$14.7M +$78.9K +755 +0.5%
IMRF
625
Illinois Municipal Retirement Fund
Illinois
$14.7M -$489K -4,678 -3%
23 24
25
26 27