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 %
Asset Management One
151
Asset Management One
Japan
$144M -$2.3M -22,052 -2%
Natixis Advisors
152
Natixis Advisors
Massachusetts
$144M +$17M +162,988 +13%
PAMS
153
Pictet Asset Management (Switzerland)
Switzerland
$143M -$5.57M -53,259 -4%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$142M +$19.6M +187,410 +16%
Retirement Systems of Alabama
155
Retirement Systems of Alabama
Alabama
$142M -$2.74M -26,212 -2%
Brown Advisory
156
Brown Advisory
Maryland
$141M -$3.85M -36,803 -3%
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$141M -$1.53M -14,609 -1%
CB
158
Commerce Bank
Missouri
$139M -$2.37M -22,647 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
159
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$139M +$129M +1,235,331 +1,320%
AC
160
Alleghany Corporation
New York
$138M – – –
RFC
161
Regions Financial Corp
Alabama
$136M -$1.37M -13,087 -1%
GT
162
Glenmede Trust
Pennsylvania
$135M +$3.43M +32,831 +3%
SCM
163
Smead Capital Management
Arizona
$134M +$2.12M +20,325 +2%
RCAMU
164
Rothschild & Co Asset Management US
Connecticut
$133M -$7.73M -74,017 -5%
DC
165
Davenport & Co
Virginia
$132M +$1.63M +15,591 +1%
Treasurer of the State of North Carolina
166
Treasurer of the State of North Carolina
North Carolina
$131M +$528K +5,050 +0.4%
BTW
167
Boston Trust Walden
Massachusetts
$130M +$12.3M +118,104 +10%
KBC Group
168
KBC Group
Belgium
$129M +$26.1M +249,639 +25%
CWM
169
CIBC World Markets
New York
$128M -$37.4M -357,658 -23%
JFL
170
Jarislowsky, Fraser Ltd
Quebec, Canada
$127M -$546K -5,226 -0.4%
Osaic Holdings
171
Osaic Holdings
Arizona
$125M +$4.57M +43,732 +4%
WHG
172
Westwood Holdings Group
Texas
$121M +$73.7M +705,619 +156%
CIBC World Market
173
CIBC World Market
Ontario, Canada
$119M -$6.93M -66,284 -5%
HA
174
Homestead Advisers
Virginia
$118M -$3.42M -32,700 -3%
TWC
175
TD Waterhouse Canada
Ontario, Canada
$117M -$855K -7,239 -0.7%
5 6
7
8 9