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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 %
Creative Planning
201
Creative Planning
Kansas
$91.5M -$8.01M -76,633 -8%
Public Sector Pension Investment Board (PSP Investments)
202
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$90.8M -$5.48M -52,460 -6%
Macquarie Group
203
Macquarie Group
Australia
$90.8M +$630K +6,027 +0.7%
Mirae Asset Global Investments
204
Mirae Asset Global Investments
South Korea
$89.4M +$2.67M +25,387 +3%
Aviva
205
Aviva
United Kingdom
$89M -$6.62M -63,356 -7%
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$87.4M +$4.32M +41,359 +5%
Comerica Bank
207
Comerica Bank
Texas
$86.5M +$1.66M +13,602 +2%
QP
208
Quilter Plc
United Kingdom
$85M +$1.5M +14,334 +2%
Barrow, Hanley, Mewhinney & Strauss
209
Barrow, Hanley, Mewhinney & Strauss
Texas
$84.6M -$635K -6,079 -0.7%
ASRS
210
Arizona State Retirement System
Arizona
$83.4M -$1.23M -11,725 -1%
NIG
211
NFJ Investment Group
Texas
$83.3M -$7.96M -76,630 -9%
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$83.1M +$11.3M +108,334 +16%
SOMRS
213
State of Michigan Retirement System
Michigan
$82.9M +$105K +1,000 +0.1%
AIG
214
American International Group
New York
$81.8M -$2.16M -20,637 -3%
MIM
215
MetLife Investment Management
New Jersey
$81.3M -$1.33M -12,714 -2%
CLOS
216
Compagnie Lombard Odier SCmA
Switzerland
$81.2M -$6.38M -61,080 -7%
AS
217
Altshuler Shaham
Israel
$79.9M -$294M -2,772,405 -79%
GG
218
Gofen & Glossberg
Illinois
$79.7M +$88.8K +850 +0.1%
AB
219
Amalgamated Bank
New York
$78.8M +$1.25M +11,940 +2%
JHP
220
James Hambro & Partners
United Kingdom
$78.7M +$216K +2,065 +0.3%
PCM
221
Penserra Capital Management
California
$77.8M +$15.8M +151,581 +26%
MIS
222
Morningstar Investment Services
Illinois
$77.3M +$2.05M +16,470 +3%
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$77.1M +$2.01M +19,234 +3%
UCFA
224
United Capital Financial Advisors
Texas
$76.9M -$2.35M -22,505 -3%
WF
225
Welch & Forbes
Massachusetts
$76.9M +$521K +4,989 +0.7%
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