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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 %
PWM
2501
PBMares Wealth Management
Virginia
$731K +$90K +861 +14%
AF
2502
Affiance Financial
Minnesota
$729K – – –
CICI
2503
Capital Investment Counsel Inc
North Carolina
$729K +$43.4K +415 +6%
EBSAM
2504
Eubel Brady & Suttman Asset Management
Ohio
$726K +$126K +1,203 +21%
CMI
2505
Clare Market Investments
Texas
$725K +$46K +440 +7%
FCM
2506
Fourpath Capital Management
Oklahoma
$724K +$371K +3,552 +105%
HGERS
2507
Householder Group Estate & Retirement Specialist
Arizona
$722K -$65.3K -625 -8%
LJHT
2508
Laurie J. Hall Trustee
$722K -$20.9K -200 -3%
PA
2509
Probity Advisors
Texas
$722K +$2.82K +27 +0.4%
APW
2510
Aurora Private Wealth
New Jersey
$721K +$85.2K +816 +13%
SHFA
2511
SC&H Financial Advisors
Maryland
$720K -$86.7K -830 -11%
CIA
2512
Cladis Investment Advisory
Montana
$715K +$20.9K +200 +3%
SWM
2513
Selective Wealth Management
Virginia
$713K -$565K -5,404 -44%
GIM
2514
Greylin Investment Management
Virginia
$711K – – –
WC
2515
Winmill & Co
New York
$711K – – –
PIC
2516
Portland Investment Counsel
Ontario, Canada
$709K – – –
SOS
2517
Silver Oak Securities
Tennessee
$706K +$177K +1,220 +33%
NCM
2518
Northside Capital Management
Oregon
$703K +$9.93K +95 +1%
CAM
2519
Concorde Asset Management
Michigan
$697K +$1.72K +13 +0.2%
GCS
2520
Gordian Capital (Singapore)
Singapore
$696K – – –
FC
2521
Financial Council
Maryland
$696K +$231K +2,215 +50%
HIC
2522
Hartline Investment Corp
Illinois
$691K -$632K -6,053 -48%
LA
2523
Latitude Advisors
Florida
$691K +$42.6K +408 +7%
RB
2524
Rodgers Brothers
Pennsylvania
$690K – – –
SFS
2525
Stiles Financial Services
Minnesota
$689K +$167K +1,599 +32%
99 100
101
102 103