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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$28.5B +$305M +2,918,554 +1%
BlackRock
2
BlackRock
New York
$20.7B +$30.8M +294,836 +0.1%
State Street
3
State Street
Massachusetts
$13.5B -$127M -1,213,926 -0.9%
Bank of America
4
Bank of America
North Carolina
$5.58B -$340M -3,249,658 -6%
Morgan Stanley
5
Morgan Stanley
New York
$5.33B +$136M +1,297,577 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.24B +$103M +983,290 +2%
Capital International Investors
7
Capital International Investors
California
$4.2B +$1.01B +9,702,742 +32%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$4.11B +$139M +1,333,432 +4%
Capital World Investors
9
Capital World Investors
California
$4.07B -$28.7M -274,594 -0.7%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$3.99B -$642M -6,146,641 -14%
Northern Trust
11
Northern Trust
Illinois
$3.55B -$80.9M -773,700 -2%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$3.44B -$3.12M -29,832 -0.1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.93B -$55.8M -534,139 -2%
Norges Bank
14
Norges Bank
Norway
$2.86B +$142M +1,355,732 +5%
Wells Fargo
15
Wells Fargo
California
$2.69B -$22.2M -212,189 -0.8%
Ameriprise
16
Ameriprise
Minnesota
$2.4B +$48.5M +464,597 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.28B +$40M +382,944 +2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$2.2B +$111M +1,058,790 +5%
Legal & General Group
19
Legal & General Group
United Kingdom
$2.1B -$110M -1,050,225 -5%
Charles Schwab
20
Charles Schwab
California
$2.04B +$67.2M +643,426 +3%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$1.86B -$1.45B -13,838,063 -44%
Deutsche Bank
22
Deutsche Bank
Germany
$1.71B +$89.9M +859,927 +6%
UBS Group
23
UBS Group
Switzerland
$1.71B -$52.7M -504,122 -3%
Goldman Sachs
24
Goldman Sachs
New York
$1.67B +$175M +1,677,379 +12%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$1.63B +$10.7M +102,242 +0.7%
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