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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 %
RW
2526
REDW Wealth
New Mexico
$688K -$26.8K -257 -4%
FCFS
2527
First Command Financial Services
Texas
$686K -$19.9K -190 -3%
FCB
2528
First Command Bank
Texas
$686K -$19.9K -190 -3%
AWM
2529
AllSquare Wealth Management
New York
$686K – – –
CFA
2530
CWS Financial Advisors
Michigan
$685K -$83.6K -800 -11%
IF
2531
IRON Financial
Illinois
$684K -$14.5K -139 -2%
GAM
2532
Gould Asset Management
California
$680K +$243K +2,320 +55%
WWM
2533
Wagner Wealth Management
South Carolina
$679K +$93.1K +891 +16%
P
2534
&Partners
Tennessee
$678K +$30.3K +290 +5%
NJBEST
2535
New Jersey Better Educational Savings Trust
New Jersey
$675K – – –
LA
2536
LexAurum Advisors
Kansas
$673K -$5.12K -49 -0.8%
SCM
2537
Sterneck Capital Management
Missouri
$673K +$1.36K +13 +0.2%
BFG
2538
Berger Financial Group
Minnesota
$672K +$29.9K +286 +5%
CA
2539
Calton & Associates
Florida
$671K -$111K -1,063 -14%
CC
2540
Callan Capital
California
$671K +$215K +2,059 +47%
APA
2541
Astoria Portfolio Advisors
New York
$668K -$1.78K -17 -0.3%
GFG
2542
Greystone Financial Group
Michigan
$667K -$100K -957 -13%
PWAC
2543
Private Wealth Advisors (California)
California
$667K -$627 -6 -0.1%
RA
2544
Rational Advisors
New York
$666K +$63.8K +610 +11%
CA
2545
CapWealth Advisors
Tennessee
$665K -$37.5K -359 -5%
SFS
2546
Security Financial Services
Indiana
$665K +$104 +1 +0%
BOM
2547
Bank of Marin
California
$663K -$53.3K -510 -7%
RWI
2548
Red Wave Investments
Pennsylvania
$663K +$7.84K +75 +1%
MAM
2549
McLean Asset Management
Virginia
$661K -$30.1K -284 -4%
KWM
2550
Kolinsky Wealth Management
New Jersey
$658K -$52K -498 -7%
100 101
102
103 104