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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 %
Toronto Dominion Bank
101
Toronto Dominion Bank
Ontario, Canada
$245M +$5.56M +53,274 +2%
Luther King Capital Management (LKCM)
102
Luther King Capital Management (LKCM)
Texas
$244M +$1.4M +13,399 +0.6%
Canada Life
103
Canada Life
Manitoba, Canada
$240M -$6.17M -59,010 -3%
HighTower Advisors
104
HighTower Advisors
Illinois
$239M +$17M +162,545 +8%
First Trust Advisors
105
First Trust Advisors
Illinois
$239M -$8.98M -85,947 -4%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$238M -$4.65M -44,511 -2%
Adage Capital Partners
107
Adage Capital Partners
Massachusetts
$238M +$43.8M +419,000 +23%
1832 Asset Management
108
1832 Asset Management
Ontario, Canada
$233M +$24.5M +234,773 +12%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$232M -$31.9M -304,994 -12%
Two Sigma Investments
110
Two Sigma Investments
New York
$226M +$31.6M +302,361 +16%
Victory Capital Management
111
Victory Capital Management
Texas
$224M +$35.9M +343,731 +19%
Bank of Nova Scotia
112
Bank of Nova Scotia
Ontario, Canada
$215M -$93.9M -898,401 -30%
CCM
113
Cullen Capital Management
New York
$215M +$9.62M +92,029 +5%
M&T Bank
114
M&T Bank
New York
$212M +$4.4M +42,146 +2%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$212M -$22.4M -214,410 -10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
116
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$212M +$25.9M +248,234 +14%
CI
117
Cincinnati Insurance
Ohio
$210M – – –
KeyBank National Association
118
KeyBank National Association
Ohio
$207M -$4.57M -43,749 -2%
Mitsubishi UFJ Asset Management
119
Mitsubishi UFJ Asset Management
Japan
$205M +$18.8M +180,317 +10%
GRQ
120
Gardner Russo & Quinn
Pennsylvania
$202M -$2.71M -25,928 -1%
HNB
121
Huntington National Bank
Ohio
$201M -$254K -2,433 -0.1%
Pzena Investment Management
122
Pzena Investment Management
New York
$200M -$2.25M -21,538 -1%
William Blair & Company
123
William Blair & Company
Illinois
$200M +$8.65M +82,801 +5%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$200M -$15.1M -144,142 -7%
Bank Julius Baer & Co
125
Bank Julius Baer & Co
Switzerland
$199M -$8.8M -84,184 -4%
3 4
5
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