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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 %
MHR
2576
Matthew Hamilton Rosenberg
$639K +$30.5K +292 +5%
RPWA
2577
Regent Peak Wealth Advisors
Georgia
$638K +$22.8K +218 +4%
CA
2578
Crumly & Associates
Illinois
$637K -$22.4K -214 -3%
CCM
2579
Crew Capital Management
Ohio
$637K – – –
TA
2580
TCM Advisors
West Virginia
$637K -$574K – –
SFM
2581
Systematic Financial Management
New Jersey
$635K – – –
RCA
2582
Roberts Capital Advisors
Colorado
$635K – – –
DAM
2583
Doheny Asset Management
California
$634K +$634K +6,070 New
ACA
2584
Atlas Capital Advisors
Wyoming
$633K -$86.2K -825 -12%
RCA
2585
Reitz Capital Advisors
Michigan
$632K -$62.7K -600 -9%
TFM
2586
TFC Financial Management
Massachusetts
$632K +$110K +1,050 +21%
WFG
2587
Wills Financial Group
Virginia
$632K +$194K +1,858 +44%
GWM
2588
Gray Wealth Management
Maine
$631K +$22.5K +215 +4%
BFA
2589
BMS Financial Advisors
South Dakota
$629K -$18.3K -175 -3%
BCM
2590
Barden Capital Management
Texas
$629K +$629K +6,015 New
DEM
2591
Disciplined Equity Management
Florida
$628K +$123K +1,178 +24%
BAM
2592
Beaumont Asset Management
Texas
$627K -$1.25K -12 -0.2%
AWM
2593
Angeles Wealth Management
California
$627K +$155K +1,486 +33%
Pacer Advisors
2594
Pacer Advisors
Pennsylvania
$625K -$4.64M -44,366 -88%
LA
2595
Legacy Advisors
Pennsylvania
$625K -$1.36K -13 -0.2%
EBA
2596
Eagle Bay Advisors
New York
$625K +$52.5K +502 +9%
NFP
2597
Narus Financial Partners
Utah
$624K +$20.9K +200 +3%
VCM
2598
Vision Capital Management
Oregon
$621K -$37.1K -355 -6%
EFM
2599
E Fund Management
China
$621K +$11.2K +107 +2%
MTC
2600
Matrix Trust Company
Colorado
$621K +$181K +1,726 +41%
102 103
104
105 106