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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 %
CWA
2551
Consilium Wealth Advisory
Texas
$656K -$57.9K -554 -8%
VLKIM
2552
Van Lanschot Kempen Investment Management
Netherlands
$655K -$4.08M -39,055 -86%
SDWMA
2553
Schneider Downs Wealth Management Advisors
Pennsylvania
$655K -$130K -1,245 -17%
LF
2554
Lantz Financial
Illinois
$655K +$123K +1,177 +23%
RIM
2555
Redwood Investment Management
Arizona
$655K +$409K +3,913 +166%
WCA
2556
Waypoint Capital Advisors
Minnesota
$654K -$25.8K -248 -4%
WMC
2557
Westwood Management Corporation
Illinois
$654K – – –
PFA
2558
Pathway Financial Advisors
Vermont
$653K -$3.76K -36 -0.6%
CHP
2559
Cable Hill Partners
Oregon
$651K -$67.8K -648 -9%
TLP
2560
Trinity Legacy Partners
Texas
$651K -$51.2K -490 -7%
SC
2561
Solstein Capital
California
$651K +$104 +1 +0%
OLA
2562
Oliver Luxxe Assets
New Jersey
$648K -$7.73K -74 -1%
BCM
2563
Brown Capital Management
Maryland
$648K -$2.82K -27 -0.4%
KIC
2564
Keating Investment Counselors
Florida
$648K – – –
RP
2565
Riverbridge Partners
Minnesota
$648K – – –
BWA
2566
Bordeaux Wealth Advisors
California
$648K +$4.91K +47 +0.8%
IUHSA
2567
Itau Unibanco Holding S.A.
Brazil
$646K -$19.4M -185,886 -97%
TVAMP
2568
Tennessee Valley Asset Management Partners
Tennessee
$646K -$70.2K -672 -10%
WDG
2569
Wealth Dimensions Group
Ohio
$646K -$18.1K -173 -3%
MAG
2570
MRA Advisory Group
New Jersey
$646K +$75.5K +719 +13%
RMCM
2571
Reynders McVeigh Capital Management
Massachusetts
$645K -$84.8K -811 -12%
HWP
2572
Highline Wealth Partners
California
$644K +$644K +6,158 New
KCM
2573
KLK Capital Management
California
$642K +$642K +6,145 New
CC
2574
Centiva Capital
New York
$640K -$5.18M -49,649 -89%
GWS
2575
Glassman Wealth Services
Virginia
$640K +$38.7K +370 +6%
101 102
103
104 105