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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 %
CWA
76
CM Wealth Advisors
Ohio
$393M +$158M +1,508 +67%
Marshall Wace
77
Marshall Wace
United Kingdom
$387M +$321M +3,069,265 +487%
US Bancorp
78
US Bancorp
Minnesota
$385M -$8.32M -79,589 -2%
APG Asset Management
79
APG Asset Management
Netherlands
$379M -$18.9M -177,088 -5%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$367M -$529K -5,059 -0.1%
DekaBank Deutsche Girozentrale
81
DekaBank Deutsche Girozentrale
Germany
$357M +$2.12M +19,909 +0.6%
Federated Hermes
82
Federated Hermes
Pennsylvania
$354M +$258M +2,464,462 +266%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$351M +$10.1M +97,057 +3%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$351M -$19.7M -188,535 -5%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$347M +$2.27M +21,714 +0.7%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$337M -$4.31M -41,209 -1%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$337M -$565K -5,324 -0.2%
Renaissance Technologies
88
Renaissance Technologies
New York
$335M -$76.3M -730,357 -19%
Korea Investment Corp
89
Korea Investment Corp
South Korea
$330M +$18.7M +179,081 +6%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$314M +$31.7M +303,580 +11%
Allianz Asset Management
91
Allianz Asset Management
Germany
$308M -$266M -2,548,836 -46%
Truist Financial
92
Truist Financial
North Carolina
$301M +$7.88M +75,369 +3%
Mackenzie Financial
93
Mackenzie Financial
Ontario, Canada
$297M -$3.17M -30,381 -1%
PI
94
Putnam Investments
Massachusetts
$283M -$7.51M -71,894 -3%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$275M +$21.4M +205,215 +8%
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$273M +$2.87M +27,477 +1%
N
97
Natixis
France
$272M +$82M +784,264 +43%
CWP
98
Capital Wealth Planning
Florida
$270M +$27.9M +267,326 +12%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$267M +$91.3M +873,229 +52%
LPL Financial
100
LPL Financial
California
$263M +$14M +133,693 +6%
2 3
4
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