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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
Capital International Investors
California
+$1.01B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$695M
3
Citadel Advisors
Citadel Advisors
Florida
+$530M
4
Marshall Wace
Marshall Wace
United Kingdom
+$321M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$305M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.45B
2
Franklin Resources
Franklin Resources
California
-$833M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$796M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$642M
5
Bank of America
Bank of America
North Carolina
-$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
2476
Menard Financial Group
Texas
$756K +$15.6K +149 +2%
COCM
2477
Charter Oak Capital Management
New Hampshire
$755K -$310K -2,968 -29%
PC
2478
Port Capital
Illinois
$753K -$65.7K -629 -8%
DA
2479
DSC Advisors
Illinois
$752K -$171K -1,640 -19%
VCM
2480
Viewpoint Capital Management
Washington
$750K -$76.2K -729 -9%
SFG
2481
Sather Financial Group
Texas
$749K -$146K -1,400 -16%
OCM
2482
Objective Capital Management
Ohio
$749K +$2.61K +25 +0.4%
AAP
2483
Arax Advisory Partners
Colorado
$749K +$17.3K +166 +2%
EFL
2484
ERn Financial LLC
Wisconsin
$749K +$21K +201 +3%
FVWA
2485
Foster Victor Wealth Advisors
South Carolina
$748K +$72.9K +674 +11%
FCFC
2486
First Citizens Financial Corp
Iowa
$747K +$26.1K +250 +4%
SC
2487
Sierra Capital
Florida
$746K -$51.4K -492 -6%
AAMC
2488
Asset Allocation & Management Company
Illinois
$746K +$627 +6 +0.1%
ACM
2489
AlphaStar Capital Management
North Carolina
$745K +$44.4K +425 +6%
SCA
2490
Sippican Capital Advisors
Massachusetts
$743K – – –
HG
2491
Herbst Group
Connecticut
$740K -$20.9K -200 -3%
PIM
2492
Profit Investment Management
Maryland
$739K – – –
VC
2493
Veracity Capital
Georgia
$738K -$31K -297 -4%
KFA
2494
Kelleher Financial Advisors
New York
$737K -$25.7K -246 -3%
BCM
2495
Bluefin Capital Management
New York
$736K -$160K -1,530 -18%
FNBOH
2496
First National Bank of Hutchinson
Kansas
$732K +$24.6K +235 +3%
FPA
2497
First Pacific Advisors
California
$732K +$481K +4,600 +192%
PWM
2498
Purus Wealth Management
California
$731K -$11.4K -109 -2%
CCIA
2499
Cherry Creek Investment Advisors
Colorado
$731K -$3.14K -30 -0.4%
MIC
2500
Meridian Investment Counsel
California
$731K +$27.7K +265 +4%
98 99
100
101 102