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
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 %
Fidelity International
51
Fidelity International
Bermuda
$608M +$48.5M +464,185 +9%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$580M +$1.29M +12,350 +0.2%
Citadel Advisors
53
Citadel Advisors
Florida
$573M +$530M +5,075,428 +1,243%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$571M +$9.56M +90,695 +2%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$566M -$28.4M -271,505 -5%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$560M +$17.9M +171,404 +3%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$555M -$28.2M -269,796 -5%
Fayez Sarofim & Co
58
Fayez Sarofim & Co
Texas
$552M -$1.95M -18,698 -0.4%
Ensign Peak Advisors
59
Ensign Peak Advisors
Utah
$533M +$29M +277,799 +6%
Amundi
60
Amundi
France
$524M +$91M +823,980 +21%
Citigroup
61
Citigroup
New York
$518M -$123M -1,181,144 -19%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$517M -$7.38M -70,582 -1%
GA
63
Greenhaven Associates
New York
$504M +$30M +287,128 +6%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$496M +$280M +2,680,476 +130%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$491M -$39.6M -370,401 -7%
Stifel Financial
66
Stifel Financial
Missouri
$473M +$6.17M +59,036 +1%
DSA
67
Davis Selected Advisers
Arizona
$464M -$6.42M -61,447 -1%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$460M +$35M +335,401 +8%
Swedbank
69
Swedbank
Sweden
$435M -$55M -526,583 -11%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$429M +$17.3M +165,825 +4%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$427M +$154M +1,477,800 +57%
National Pension Service
72
National Pension Service
South Korea
$416M +$10.4M +98,163 +3%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$415M +$11.8M +113,149 +3%
Prudential Financial
74
Prudential Financial
New Jersey
$406M +$10.2M +97,870 +3%
PIF
75
Public Investment Fund
Saudi Arabia
$402M – – –
1 2
3
4 5