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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 %
Jennison Associates
126
Jennison Associates
New York
$195M -$12.5M -119,164 -6%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$194M +$1.06M +10,130 +0.5%
TIM
128
Thornburg Investment Management
New Mexico
$191M +$1.19M +11,380 +0.6%
Mitsubishi UFJ Trust & Banking
129
Mitsubishi UFJ Trust & Banking
Japan
$189M -$11.3M -108,385 -6%
HTC
130
Haverford Trust Company
Pennsylvania
$186M +$2.71M +25,949 +1%
Mariner
131
Mariner
Kansas
$184M +$19M +181,917 +11%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$182M +$1.08M +10,305 +0.6%
BWA
133
Brave Warrior Advisors
New York
$181M -$260K -2,489 -0.1%
CI Investments Inc
134
CI Investments Inc
Ontario, Canada
$181M +$12.9M +123,327 +8%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$180M – – –
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$180M -$40.4M -386,379 -18%
AQR Capital Management
137
AQR Capital Management
Connecticut
$175M -$24.5M -234,695 -12%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$173M +$6.93M +66,274 +4%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$172M +$5.54M +53,009 +3%
Lord, Abbett & Co
140
Lord, Abbett & Co
New Jersey
$161M +$76.9M +735,897 +91%
Royal London Asset Management
141
Royal London Asset Management
United Kingdom
$160M -$8.45M -80,794 -5%
SO
142
STRS Ohio
Ohio
$157M +$145K +1,385 +0.1%
EIP
143
Epoch Investment Partners
New York
$157M +$5.68M +54,346 +4%
FMI
144
Fiduciary Management Inc
Wisconsin
$153M -$7.29M -69,769 -5%
BG
145
Bahl & Gaynor
Ohio
$153M -$76.8M -734,652 -33%
SC
146
Scotia Capital
Ontario, Canada
$152M +$3.69M +35,315 +2%
AACR
147
ACR Alpine Capital Research
Missouri
$147M +$5.53M +52,945 +4%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$145M -$1.89M -18,019 -1%
Aberdeen Group
149
Aberdeen Group
United Kingdom
$145M +$20.5M +196,246 +17%
Loomis, Sayles & Company
150
Loomis, Sayles & Company
Massachusetts
$144M -$2.2M -21,076 -2%
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