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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 %
CGPCS
176
Capital Group Private Client Services
California
$116M -$927K -8,870 -0.8%
RG
177
Rathbones Group
United Kingdom
$112M +$7.36M +70,395 +7%
Calamos Advisors
178
Calamos Advisors
Illinois
$112M -$347K -3,322 -0.3%
Millennium Management
179
Millennium Management
New York
$110M -$167M -1,595,126 -60%
JWBC
180
John W. Bristol & Co
New York
$110M +$120K +1,151 +0.1%
Mawer Investment Management
181
Mawer Investment Management
Alberta, Canada
$109M -$1.04M -9,908 -0.9%
PA
182
Paralel Advisors
Colorado
$107M – – –
ZIM
183
Zacks Investment Management
Illinois
$107M +$2.82M +26,980 +3%
Nomura Asset Management
184
Nomura Asset Management
Japan
$107M -$18.1K -173 -0%
Allspring Global Investments
185
Allspring Global Investments
North Carolina
$106M +$2.95M +28,267 +3%
Rafferty Asset Management
186
Rafferty Asset Management
New York
$105M +$30.6M +292,670 +41%
AII
187
AGF Investments Inc
Ontario, Canada
$104M +$16.3M +156,040 +19%
Kovitz Investment Group Partners
188
Kovitz Investment Group Partners
Illinois
$104M +$36.7M +350,726 +54%
PAM
189
Panagora Asset Management
Massachusetts
$104M +$15.7M +150,368 +18%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$104M +$19.8M +189,445 +24%
PCA
191
Personal Capital Advisors
California
$103M -$1.82M -17,410 -2%
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$102M +$227K +2,158 +0.2%
GIA
193
Gateway Investment Advisers
Ohio
$102M -$7.05M -67,459 -6%
BFS
194
Bradley Foster & Sargent
Connecticut
$101M +$1.48M +14,185 +1%
MPI
195
Mairs & Power Inc
Minnesota
$100M +$46.6M +445,939 +87%
DLA
196
Douglas Lane & Associates
New York
$100M +$1.55M +14,824 +2%
AAMU
197
AEGON Asset Management (UK)
United Kingdom
$97.4M -$3.93M -37,550 -4%
Teacher Retirement System of Texas
198
Teacher Retirement System of Texas
Texas
$97.1M -$320K -3,062 -0.3%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$95.8M +$5.59M +53,463 +6%
LCM
200
Laurion Capital Management
New York
$94.4M +$90.4M +865,022 +2,272%
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