JPMorgan Chase
JPM
3,394 hedge funds and large institutions have $213B invested in JPMorgan Chase in 2022 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 1,681 increasing their positions, 1,232 reducing their positions, and 124 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 1,681 | Existing positions reduced: 1,232
10% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 124
0.06% more ownership
Funds ownership: 69.28% → 69.34% (+0.06%)
1% less funds holding
Funds holding: 3,425 → 3,394 (-31)
4% less funds holding in top 10
Funds holding in top 10: 352 → 339 (-13)
7% less capital invested
Capital invested by funds: $229B → $213B (-$16.4B)
31% less call options, than puts
Call options by funds: $4.48B | Put options by funds: $6.51B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.11B |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$582M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$352M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$335M |
| 5 |
Barclays
London,
United Kingdom
|
+$333M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.59B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$915M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$874M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$705M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$373M |
JPM Hedge Fund Activity: Q3 2022 in Review
3,394 of the 5,829 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2022, worth a combined $213B — down 7.2% from $229B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new JPM positions and 124 closed out — a net gain of 13 holders — while 1,681 added to existing stakes and 1,232 trimmed.
The largest buyer was Capital International Investors, adding an estimated $1.11B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.59B.
- 3,394 institutional investors held JPMorgan Chase (JPM) as of Q3 2022, down from 3,425 in Q2 2022.
- Funds reported $213B of JPMorgan Chase stock for Q3 2022, down 7.2% quarter-over-quarter.
- 137 funds opened new JPMorgan Chase positions in Q3 2022 and 124 closed out, a net change of +13 holders.
- The largest JPMorgan Chase buyer in Q3 2022 was Capital International Investors, an estimated $1.11B added.
- The largest JPMorgan Chase seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.59B sold.
Based on aggregated 13F filings for Q3 2022.